Sameer Chaturvedi
Incoming Student at EBS Universität | CFA level 1 Cleared (+90 Percentile) | Valuations | Financial Modelling
- Role
- Client Relations Associate at Global Value Add Inc
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
Experience
Client Relations Associate
Jun 2024 — Present · Plano, TX, US
Engaged with High Net Worth Individuals (HNIs) and Very High Net Worth Individuals (VHNWIs) to identify and discuss wealth creation opportunities-Built and maintained strong, long-term relationships with clients to ensure satisfaction and loyalty-Raised funds mainly in Alternate Investments by effectively communicating with HNIs and UHNWIs, presenting investment opportunities across various asset classes, including Real Estates, Structured Notes, Energy Funds, Venture Capital, Equity Funds, and land funds such as Multifamily, Farmland etc
Education
EBS Universität für Wirtschaft und Recht
Master's degree, Finance, General
University of Mumbai
Bachelor of Management Studies
2017 — 2020
JAI HIND COLLEGE, MUMBAI
Science
2016 — 2017
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