Om Prakash Kumar
NISM CERTIFIED Mutual Fund Advisor Equities Market Share Bonds Govt Securities Commodities trading Shares Insurance Product
- Role
- Client Relationship Manager at Ashutosh Securities Private Limited
- Location
- Patna, BR, IN
- LinkedIn followers
- 500 followers
About Om Prakash Kumar
Experienced Senior Sales Representative with a demonstrated history of working in the…
Experience
Client Relationship Manager
Ashutosh Securities Private Limited
Feb 2024 — Present · Patna, IN
Build and nurture strong, long-term relationships with clients. Conduct in-depth financial assessments to understand clients\' goals, risk tolerance, and investment preferences. Provide personalized investment advice and recommendations based on clients\' financial objectives.Design Portfolio after Risk Analysis of Clients and Invest in Best Equity Funds Cross Sell Insurance Product like Health Insurance Term Insurance Life Insurance etc.
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