Abhijeet Bharti
Wealth Management, Private Banker, Financial Planner, Investment Specialist, Estate Planning, Banking
- Role
- Wealth Management Specialist & Personal Banking at HSBC
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Abhijeet Bharti
Experience Professional with a demonstrated history of working in Financial Services Industry. Skilled in Portfolio Management, Banking, Commercial banking, Wealth Management. Strong Finance professional with Master of Business Administration- MBA focused in Finance and Financial Management Services.
Experience
Wealth Management Specialist & Personal Banking
Feb 2023 — Present
For 15 Years I\'ve served High Net Worth individuals and families in a fiduciary capacity, helping them reach their goals and preserve their wealth. I put my clients best interests before my own, and am highly responsive to all their needs.
Education
Indian Institute of Management Bangalore
Certification, Strategic Management
National Institute of Securities Markets (NISM)
NISM Series VA
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