Neha Bajaj
Client support representative| Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirements
- Role
- Client Care Representative at Wallet Wealth Llp
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
Experience
Client Care Representative
Jun 2024 — Present · Chennai, IN
Take primary responsibility for all aspects of a client relationship, working closely to fully understand the financial situation and requirementsUtilize the firm’s client-centered wealth management philosophy to guide advisory services for individual clientsReview client accounts regularly to determine if adjustments are needed because of personal or financial changesKnowledge of the securities, insurance, and mutual fund industries
Education
Loyola College
Master of Business Administration - MBA
2016 — 2018
Guru Shree Shanti Vijai Jain College For Women
Bachelor of Commerce - BCom
2013 — 2016
Terapanth jain vidayalaya
High School Diploma
2002 — 2013
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