Amit Kumar Agarwal
HDFC Bank Private Banking Group | Ex HSBC MF | Ex L&T MF | Ex Karvy
- Role
- Senior Manager at HDFC Bank
- Location
- Jamshedpur, JH, IN
- LinkedIn followers
- 500 followers
About Amit Kumar Agarwal
Performance-oriented sales leader offering exceptional record of achievement over 12…
Experience
Senior Manager
Apr 2023 — Present · Jamshedpur, IN
As a seasoned Wealth Manager with over 16 years of experience, I specialize in developing tailored investment strategies that help my clients meet their financial goals. I work closely with high-net-worth individuals, families, and business owners to understand their unique financial situations and provide customized solutions to help them build and preserve wealth. My expertise includes investment management, tax planning, estate planning, risk management, and retirement planning. I\'m passionate about building long-term relationships with my clients and providing exceptional service that exceeds their expectations. Let\'s connect and see how I can help you achieve your financial objectives.\"
Education
National Institute of Securities Markets (NISM)
Series-XXI-A, Sales, Distribution, and Marketing Operations, General
Indira Gandhi National Open University
Bachelor of Commerce - BCom, Banking and Financial Services
2009 — 2012
Imperial Institute of Management sceince & research
Master of Business Administration - MBA, Banking and Financial Support Services
2012 — 2014
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