Harsh Kumar
Certified Financial Planner | Investment Advisor at SBI Mutual Fund | Ex. ICICI Prudential AMC | Research Analyst | Mutual Fund Advisor | Portfolio Management Services
- Role
- Relationship Manager - Private Banking at Sbi Mutual Fund
- Location
- North Delhi, IN
- LinkedIn followers
- 500 followers
About Harsh Kumar
Serving as a Senior Relationship Manager with SBI Mutual Fund and A Certified Financial Planner and Investment Advisor and former Reporting Manager with a demonstrated history of working in investor Awareness Program and the professional training & coaching industry. Strong human resources professional skilled in Microsoft Word, Leadership, Microsoft Excel, and Customer Service. My Interesting areas are playing Cricket, Travelling, Trekking, Mountains, exploring new places & New People.
Experience
Relationship Manager - Private Banking
Sep 2023 — Present · New Delhi, IN
Handling Retail Sales and Private Banking Channel
Education
Indira Gandhi National Open University
Master of Commerce, Accounting and Finance
2020 — 2022
Delhi University
Bachelor of B.Com, Accounting and Business/Management
2016 — 2019
Financial Planning Standard Board India
Certified Financial Planner (CFP), Risk Analysis & Insurance Planning, Retirement Planning, Investment Planning & Tax Planning, B
2020 — 2021
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