Nilesh Kumar
#Let’s_do_it_right
- Role
- Senior Wealth Manager at Nuvama Wealth
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
Experience
Senior Wealth Manager
Nov 2019 — Present · Bengaluru, IN
Wealth Advisory: Managing a balanced portfolio for clients which we design based on their needs and requirements, to meet their financial goals;Client Relationship Management: Managing strong relationship with clients and servising on required basis, and winning their trust to service the best ahead;Portfolio Management: Diversifying portfolio management considering the risk appetite;Partners Aquisition and Management: Onboarding new partner, either IFAs or CAs and managing them to build new way to make the maximum reach across market;Products: Equity, AIF, NCD, MLD, Life and General Insurance, Unlisted, Pre-IPO instruments.
Education
Capital College
Bachelor in Business Management, Finance
2008 — 2011
Acharya Institute Of Management and Science
Master of Business Administration (M.B.A.), finance and marketing
2012 — 2014
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