Ashish Sharma
Partner at Emkay Wealth
- Role
- Partner at Emkay Wealth Management
- Location
- Nagpur, MH, IN
- LinkedIn followers
- 500 followers
Experience
Partner
Apr 2023 — Present · Nagpur, IN
Relationship Management with HNI clients to monitor financial situation and identify their needs resulting in new sales opportunities.• Establish and implement programs designed to generate new business and promote trust services.• Perform a variety of portfolio management and compliance functions, share input to maintain current risk ratings of clients.• Coordinate with respective verticals to review client and prospect situations and determine appropriate products and services to offer.
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