Gaurav Sharma
Wealth Manager @Purnartha Pms
Bengaluru, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Wealth Manager @Purnartha Pms
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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…
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