Megha Aggarwal
Assistant Manager @JM Financial Services Ltd
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WORK HISTORY
Assistant Manager @JM Financial Services Ltd
New Delhi, IN
Specialized in managing High Net Worth Individuals (HNI) portfolios by offering personalized financial solutions. Expert in lead closure and providing strategic advice to optimize investment portfolios, ensuring that clients receive tailored recommendations aligned with their financial goals. Skilled in building long-term relationships with HNIs by understanding their unique needs and delivering high-impact solutions.\"
EDUCATION
HimalayanUniversity
Bachelor of Science - BS
Subharti University
Master of Business Administration - MBA
ABOUT MEGHA AGGARWAL
A results-oriented wealth management professional with 6+ years of experience in the…
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