Omkar Nawathe
Senior Associate | Investment Products, Analytical Skills, CRM
- Role
- Senior Associate at HSBC
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Omkar Nawathe
An MBA Finance, with over 6 years of experience of working as a project management…
Experience
Senior Associate
Jun 2023 — Present · Pune, IN
Founding member of the HSBC Wealth Management BusinessPublishing economic, sectorial, thematic, asset performance and trend analysis reports for the clients Managing & reviewing portfolio of clients suggesting them about opportunities in the financial market Supporting clients with strategic asset allocation, managing risk & reward in equity & fixed income instruments Presenting prospective clients with investment solutions and helping sales team to onboard clients with HSBC Collaborating with cross functional teams to gather detailed information to create strategic model portfolios Qualified for HSBC Year End Convention - Year 2024
Education
Jawahar Navodaya Vidyalaya Ratnagiri
Higher secondary school
University of Pune
Bachelor of Engineering - BE
2014 — 2018
Department of Management Sciences (PUMBA), Savitribai Phule Pune University
Master of Business Administration - MBA
2021 — 2023
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