Sandeep Verma

Financial Advisor specializing in Mutual fund distribution at ZFunds

Role
Financial Advisor at ZFunds
Location
Lucknow, UP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sandeep Verma

ZFunds empowers individuals through tailored financial advisory services. As a Financial Advisor, the focus is on customer service excellence, leveraging leadership skills to guide clients toward optimal financial growth. Expertise in digital products enhances the ability to simplify and streamline client interactions, ensuring accessibility and satisfaction. With over 11 years of contribution at Union Bank of India, supported organizational goals by facilitating effective customer service strategies. A commitment to financial literacy and empowerment drives the mission of delivering impactful solutions. Proficient in Microsoft Office, fostering seamless collaboration and operational efficiency.

Experience

  1. Financial Advisor

    ZFunds

    Jan 2025 — Present

Education

  • Up Board

    No

    2014 — 2014

  • National Institute of Securities Markets (NISM)

    Mutual fund distributor V-IX

    2024 — 2027

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Sandeep Verma — Financial Advisor at ZFunds in Lucknow, UP, IN | Unifers