Sandeep Verma
Financial Advisor specializing in Mutual fund distribution at ZFunds
- Role
- Financial Advisor at ZFunds
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
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
Financial Advisor
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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