Prerna Kumari
Wealth Management Intern @Bajaj Capital Ltd
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WORK HISTORY
Wealth Management Intern @Bajaj Capital Ltd
Bengaluru, IN
1.Gaining in-depth knowledge of client communication strategies, learning how to engage and build effective client relationships.2. Acquired insights into wealth management and wealth advisory services, understanding the fundamentals of financial portfolio management.3. Learning about offshore funds and surplus solutions, enhancing my understanding of global investment options.4. Assisting in the client onboarding process, a critical step in establishing long-term client relationships.5. Developing a strong foundation in wealth management operations, contributing to the seamless execution of financial services.
EDUCATION
Jamshedpur Women's College
Bachelor of Arts - BA
INDUS BUSINESS ACADEMY - IBA, BANGALORE
Master of Business Administration - MBA
ABOUT PRERNA KUMARI
Pursuing PGDM in Specialization - FINANCE & MARKETING at Indus Business Academy, Bangalore
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