Rakesh Sharma
Wealth Manager-Private Banking
- Role
- Wealth Manager at Private Wealth Management
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Rakesh Sharma
Have a rich and extensive experience of over 25 years in the Banking and the Financial industry across Marketing, Sales, Business Development, Channel and Relationship Management• Currently working as a Private Banking Manager, Wealth Management. Past Experience has been with Banks, Real Estate and Media. • Have been successful in building Long term relationships with HNI / UHNI clients across both retail and institutional by offering customized investment solutions • Excellent communication, Interpersonal & Team building skills with the ability to work in a fast paced environment.• Always Keen to learn and am able to adapt quickly with respect to the ever dynamic Environ
Experience
Wealth Manager
Jun 2016 — Present · IN
With a Self-generated AUM of over 350 Crores (INR) am currently handling the HNI clientele across Corporate’s and Family Offices and managing portfolios across multiple Asset classes – Mutual Funds, Life Insurance, Bonds, PMS, AIF’s, General Insurance and Real Estate. • Increase the Qualified customer base, through new acquisitions leading further to growth in AUM and Revenues
Education
Indian Institute of Foreign Trade
Master's Degree
Indian Institute of Management, Lucknow
Master's Degree
Skills
- Private Banking
- Customer Service
- Relationship Management
- Wealth Management
- Retail Banking
- Business Strategy
- Brand Development
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