Gaurav Sharma

Wealth Manager @Purnartha Pms

Bengaluru, IN
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Jan 2019 — Present

Wealth Manager @Purnartha Pms

View department →

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

2017 — 2019

JAGSoM - Jagdish Sheth School of Management

PGDM

N/A

Maharashtra Academy of Engineering, Pune

Bachelor of Engineering - BE

ABOUT GAURAV SHARMA

Experienced Wealth Manager at Purnartha with a demonstrated history of working in the…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.