Partha Bora

Wealth Manager (Mutual Fund, Li,hi,nli,gi, Portfolio Manageement) @Union Bank Of India

New Delhi, DL, IN
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+91 *********19

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WORK HISTORY

Jun 2025 — Present

Wealth Manager (Mutual Fund, Li,hi,nli,gi, Portfolio Manageement) @Union Bank Of India

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Delhi, IN

Looking after portfolios of HNI clients of Delhi NCR region with personalised portfolio and wealth management service and customised products as per client requirement to increase customer retention

EDUCATION

2011 — 2015

Jorhat Engineering College

Bachelor of Engineering (B.E.), Mechanical Engineering

N/A

Tezpur University

Master of Business Administration - MBA, Marketing and Finance

ABOUT PARTHA BORA

A Banking professional with a dual specialization MBA in Finance & Marketing and a B.E. in Mechanical Engineering, I have the perfect blend of experiences over Core management, Financial Management & advisory along with an IT experience. I have a clear vision of creating optimum value for all my stakeholders with utmostintegrity, dedication, and my skill set. I am passionate about digital marketing,artificial intelligence, equity market, financial advisory & consulting, engineering & innovation. I am looking forward to working with an organization that resembles my coreprinciple of optimum value creation for all stake holders with utmost integrity.

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Partha Bora — Wealth Manager (Mutual Fund, Li,hi,nli,gi, Portfolio Manageement) at Union Bank Of India in New Delhi, DL, IN | Unifers