Dhawal Saxena
Wealth Management
- Role
- Associate Director- Regional Head at JM Financial Ltd
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
Experience
Associate Director- Regional Head
Feb 2025 — Present · Gurugram, IN
Wealth Management & Advisory – Providing strategic financial solutions to HNI & UHNI clients, ensuring portfolio growth and wealth preservation.Client Relationship Management – Building and nurturing long-term relationships with high-net-worth individuals and corporate clients.Business Development & Revenue Growth – Driving AUM expansion and achieving revenue targets through new client acquisitions and enhanced wallet share.Investment & Portfolio Management – Structuring customized investment strategies across asset classes, including equity, debt, alternate investments, and structured products.Leadership & Team Management – Leading and mentoring a team of wealth managers to enhance performance and client engagement.Regulatory & Compliance – Ensuring adherence to regulatory guidelines, risk management, and ethical wealth advisory practices.
Education
Babu Banarasi Das National Institute of Technology & Management
B.Tech
2002 — 2006
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