Akshay Garg
Wealth Manager || Cluster Head || 7 Years BFSI Expertise
- Role
- Cluster Head at Yes Securities
- Location
- Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Akshay Garg
Results-driven with strong expertise in wealth management, financial advisory, and…
Experience
Cluster Head
Feb 2024 — Present · Delhi, IN
Organise client meetings to discuss financial goals, risk tolerance and investment preferences.2. Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.3. Monitor and review clients\' financial progress regularly, ensuring alignment with their objectives and making adjustments.4. Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.5. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.6. Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.7. Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.8. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients\' objectives.9. Participate in industry conferences and seminars to expand knowledge and network with potential clients.
Education
Maharaj Aggarsain Adarsh Public School
High School
1998 — 2011
IBS Hyderabad
Master of Business Administration (M.B.A.)
2015 — 2017
Rukmini Devi Institute Of Management Studies
Bachelor’s Degree
2011 — 2014
Skills
- Listening Skills
- Research
- Debate
- Self Promotion
- Management
- Time-Efficient
- Strategic Planning
- Risk Taker
- Microsoft Excel
- Powerpoint
- Leadership
- Market Research
- Business Strategy
- Adaptability
- Analysis
- Consulting
- Influence Others
- Teamwork
- Team Management
- Interpersonal Skills
- Microsoft Office
- Customer Service
- Public Speaking
- Negotiation
- Delegate Management
- Financial Statement Analysis
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