Diksha Shukla
Senior Manager Client Relationship @Bellwether Associates
Signup · Get unlimited contacts
WORK HISTORY
Senior Manager Client Relationship @Bellwether Associates
Gurugram, IN
Handling Portfolio of HNI and UHNI clientsMutual Fund research and analysis Operations management and Client SupportClient Onboarding Financial Planning and Portfolio ManagementProcess OptimizationCustomer Service ExcellenceClient Retention and SatisfactionStrategic Initiatives
EDUCATION
University of Lucknow
Master in Business Economics, Economics
Timespro
PGDBM, Banking and Financial Support Services
Imarticus
Prodegree, Financial Valuation and Modelling
Lucknow University
Bachelor of Commerce (B.Com.), Commerce
SKILLS
ABOUT DIKSHA SHUKLA
Experienced wealth management professional with a proven track record as an analyst, financial planner, and Senior Manager of Operations and Client Support. Passionate about enhancing client experiences, streamlining operations, and delivering strategic financial insights to drive success and growth. Skilled in fostering strong client relationships and optimizing processes for maximum efficiency.Detail-oriented and adept at assessing risk and opportunities for optimal portfolio management. Eager to contribute expertise in data-driven decision-making to enhance clients\' financial well-being.Skilled in creating tailored financial plans to help clients achieve their financial goals.Specializing in investment strategies, risk management, and wealth preservation.Committed to providing exceptional client service and building long-lasting relationships.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.