Gaurav Sharma
Wealth Manager at Purnartha SEBI Registered Equity Investment Advisor
- Role
- Wealth Manager at Purnartha Pms
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Gaurav Sharma
Experienced Wealth Manager at Purnartha with a demonstrated history of working in the…
Experience
Wealth Manager
Jan 2019 — Present · Bengaluru, IN
Responsible for primarily selling Equity based Investment advisory.Acquisition of new client (HNI and UHNI).Identifying customers’ needs, assessing their risk appetite and providing them investment options.Building new relationships and increasing depth in existing relationships with clients.
Education
JAGSoM - Jagdish Sheth School of Management
PGDM
2017 — 2019
Maharashtra Academy of Engineering, Pune
Bachelor of Engineering - BE
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