Sattish Kuumar
Senior Wealth Manager @Anand Rathi Share and Stock Brokers Ltd
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WORK HISTORY
Senior Wealth Manager @Anand Rathi Share and Stock Brokers Ltd
Delhi, IN
Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from clients. • Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • Track the Affluent & Super Affluent Client segment in the market for new client acquisition • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.• Cross sell other financial products like life insurance, broking, DMAT account etc.
EDUCATION
Chaudhary Charan Singh University
Bachelor of Laws (LL.B.)
Association of mutual fund in india
AMFI certificate
DAV SEC 14 FARIDABAD
Schooling
SKILLS
ABOUT SATTISH KUUMAR
Senior Wealth Manager at Anand Rathi Wealth
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