Aftab Raza
Private Wealth @Sbm Bank India
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WORK HISTORY
Private Wealth @Sbm Bank India
Indore, IN
EDUCATION
Delhi Public School - Vindhyanagar
Higher Secondary, All Subjects
Manipal University
Diploma, Banking and Financial Support Services
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor's degree, Mechanical Engineering
Delhi Public School- Vindhyanagar
Senior Secondary, Mathematics
ABOUT AFTAB RAZA
I am handing NRI & Resident portfolio, services in Indore.I used to take care for entire MP Region NRI investments, operations, services and portfolio management of NRI as well as HNI clients.Responsibilities handled-Managed NRI Banking Segment for Indore thereby offered exclusive banking services and investment options Used financial acumen and investment expertise to provide exceptional services to NRI clients by understanding their financial needs and developed customized portfolios, thereby helping to reach short term and long term investment goals Conducted risk profiling and showcased investment products as per the client risk profile, to optimize investment requirements Ensured an optimum Customer to Group (CTG) and Income generating Product Group Holding (IPGH) is reached through best products that are unbiased, innovative and backed by sound research.I have a rich experience of 10 Years + in NRI & HNI Retail Branch Banking with Portfolio Management & Services.
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