Ashish Sharma

Partner at Emkay Wealth

Role
Partner at Emkay Wealth Management
Location
Nagpur, MH, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Partner

    Emkay Wealth Management

    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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Ashish Sharma — Partner at Emkay Wealth Management in Nagpur, MH, IN | Unifers