Harshada Karale
Wealth & Investment Manager| Process Trainer | Client Relationship Management | Financial Planning & Insurance | Business Development
- Role
- Wealth & Investment Manager at Bajaj Life
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
Experience
Wealth & Investment Manager
Jan 2025 — Present · Pune, IN
Building and managing strong client relationships to drive insurance and financial planning solutions.Providing advisory services on investment and life insurance products tailored to customer needs.Achieving revenue and sales growth through strategic client engagement and cross-selling.Leading client servicing initiatives to ensure seamless onboarding and long-term satisfaction.
Education
Mumbai University Mumbai
Graduate
2019 — 2022
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