Lavish Bhambhani
Associate Vice President - Private Wealth Management | Certified Financial Planner®
- Role
- Associate Vice President at Ask Private Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Lavish Bhambhani
An analytical and profit-oriented financial services expert with over a decade of…
Experience
Associate Vice President
Oct 2024 — Present · Mumbai, IN
Conducting comprehensive market research to identify customer needs and uncover new business opportunities.• Designing and implementing tailored financial plans that align with client objectives, enhancing client satisfaction.• Utilizing CRM tools effectively to manage client relationships and track sales opportunities, leading to improved follow-up efficiency.
Education
H.R. College of Commerce and Economics
Bachelor of Commerce (BCom), Business/Commerce, General
2011 — 2014
H.R. College of Commerce and Economics
Master's degree, Business Administration and Management, General
2015 — 2017
Skills
- Insurance
- Marketing Strategy
- Investments
- Mutual Funds
- Risk Management
- Team Management
- Strategic Financial Planning
- Equities
- Market Research
- Portfolio Management
- Business Development
- Wealth Management
- Finance
- Business Strategy
- Social Media Marketing
- International Relations
- Relationship Management
- Financial Analysis
- Marketing Communications
- Marketing
- Health Insurance
- Market Analysis
- Data Analysis
- Investment Advisory
- General Insurance
- New Business Development
- Sales
- Online Advertising
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