Maitri Mehta
Wealth Manager- IIFL capital | SP Jain School of Global Management,Dubai (MGB Feb 22)|CA Finalist | Ex CA industrial trainee at HDFC Bank
- Role
- Wealth Manager at IIFL Capital Services Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Maitri Mehta
At Anand Rathi Preferred Wealth, I manage and grow relationships with high-net-worth and…
Experience
Wealth Manager
Jul 2023 — Present · Mumbai, IN
Private Wealth- Acquisition of HNIs and Ultra HNIs clients by tracking Affluent & Super Affluent Client segments in the market- Working closely with clients and provide overall relationship management support & wealth creation- Managing client relationships and generating AUM from preferred clients. Also, coordinate with the product and research team for making investment decisions for the clients as per their financial requirements.
Education
SP Jain School of Global Management - Dubai, Mumbai, Singapore & Sydney
Master of global business
2022
The Institute of Chartered Accountants of India
CA
K J Somaiya College of Science & Commerce Vidyanagar Vidyavihar Mumbai 400 077
Bachelor's degree
2015 — 2018
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