Harshit Agarwal

About Harshit Agarwal

Harshit is a Certified Financial Planner Certificant & is in line with study of Financial Markets for ~14 years now which includes on the job experience of 8 years+ and counting. Harshit has worked with Humfauji Initiatives, Motilal Oswal Wealth & Waterfield Advisors in past and is currently working with IDFC First Bank - Wealth Management as Portfolio Manager/Investment Counselor whereby his core responsibility includes counseling clients with their Investment needs and reviewing client\'s investment portfolio. He is working first hand with various stakeholders from the organisation & have moulded himself to adapt to the ever dynamic environment of the company. Having worked with cross functional teams, he has managed planning, operations and creative aspects of products, influenced and ensured the smooth integration of the same to the client\'s need. Harshit\'s knowledge, sense of self & work ethics have been refined in past 8 years of experience with a future focus on expanding his knowledge & continuing his pursuit for excellence. In terms of Graduation, he pursued his education from the SVKMs Narsee Monjee College of Commerce and Economics in BCom with a specialisation in Financial Markets (BFM). He is also currently pursuing a Post Graduate Programme in General Management (PGPGM) from SPJIMR, an executive MBA for working professionals that takes place on weekends at the college campus. This allows him to balance his professional responsibilities while expanding his knowledge and skill set. From the very start Harshit have been known to work well with others, equipped with excellent oratory skills, he has always pursued excellence in all aspects of his life. He has attained quantifiable results in terms of growth. Harshit is an exceptionally ambitious & confident person. He prides himself on ability to perform in anything he set his mind to. What Harshit brings to the table is a hunger for knowledge, a knack for building relationships, loyalty & the never ending desire to succeed.

Experience

1. Senior Manager - Portfolio Manager - Wealth Management

   IDFC FIRST Bank

   Jun 2022 — Present · Mumbai, IN

   Investment Counselor for \'First Private\' Ultra HNI Clients

Education

• SPJIMR SP Jain Institute of Management & Research

  Post Graduate Programme in General Management (PGPGM)

  2024 — 2026

• CBSE

  XII

  2012 — 2013

• CBSE

  Class X

  2010 — 2011

• Narsee Monjee College of Commerce and Economics

  Bachelor's degree

  2013 — 2016