Biki Sonar
Senior Wealth Manager at Tata Capital
- Role
- Senior Wealth Manager at Tata Capital
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Biki Sonar
Completed MBA into Marketing and Finance with total 5 years of working experience into…
Experience
Senior Wealth Manager
Oct 2024 — Present · Mumbai, IN
As a Senior Wealth Manager at Tata Capital, I bring a wealth of experience and expertise in managing high-net-worth client portfolios. My role involves developing and implementing customized investment strategies, providing comprehensive financial advice, and ensuring the highest level of client satisfaction. I am dedicated to helping clients achieve their financial goals through a client-centric approach and innovative solutions. With a strong background in wealth management, I am committed to delivering excellence and fostering long-term relationships.
Education
School of Management – UAi
Master of Business Administration - MBA, Marketing/Marketing Management, General
Burdwan University, Burdwan
Bachelor's Degree, Bachelor of Computer Application
2011 — 2014
Bankura Zilla School (W.B)
High School, commerce
2009 — 2011
Skills
- Market Research
- Thought Leadership
- Java
- Kyc
- Consumer Banking
- Marketing Strategy
- Business Strategy
- Photoshop
- Microsoft Excel
- C
- Business Development
- Html
- Microsoft Office
- Social Media
- Marketing Research
- Banking Relationships
- Public Speaking
- Inbound Marketing
- Sme Banking
- Strategic Planning
- Consumer Banking
- Customer Service
- Management
- C++
- SEO
- Core Banking
- Teamwork
- Team Management
- Social Media Marketing
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