Sanjay Kumar
Senior Manager - Wealth Management.
- Role
- Senior Manager Wealth Management at Tata Capital
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Sanjay Kumar
Experienced financial services professionals with 15 years of expertise in Wealth Management, Portfolio Management, customer-facing roles, service excellence, and operations. Currently working with Tata Capital Wealth Management, I am committed to delivering top-tier & customised financial solutions and ensuring customer satisfaction. I am passionate about driving efficiency, fostering strong client relationships, and contributing to the organization\'s success. Looking forward to multiple responsibilities and more opportunities within Tata Capital Wealth to further enhance my skills and make a meaningful impact.
Experience
Senior Manager Wealth Management
Oct 2024 — Present · Hyderabad, IN
I am Managing UHNIs Clients Investment Portfolio and we offer all MF, PMS, AIF, Unlisted Shares, Bonds Corporate FDs, Excellent Offers in Life Insurance from Tata AIA, Bajaj Allianz, HDFC Life.
Education
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Post graduation certificate in Business Management
2017 — 2018
Osmania University
Bsc
2007 — 2009
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