Saurabh Agarwal
Business Owner at Preipotips.com
- Role
- Financial & Wealth Consultant at Niveshgurus
- Location
- Udaipur, RJ, IN
- LinkedIn followers
- 500 followers
About Saurabh Agarwal
Over 20 years of robust experience in the BFSI industry across Wealth management, Branch…
Experience
Financial & Wealth Consultant
Aug 2017 — Present · Rajasthan, IN
Total Wealth Management for Select Clients across geographies offering entire gamut of Wealth Products.• Authorized Channel Partners for all Leading Banks|NBFCs|GI & LI National Distributors
Education
Mohanlal Sukhadia University
B.Com, Commerce
1993 — 1996
Mohanlal Sukhadia University
MBA, Marketing & Finance
1997 — 1999
Mohanlal Sukhadia University
M.Com (Prev), Business Administration
1996 — 1997
Mohanlal Sukhadia University
PG Diploma, International Marketing
1996 — 1997
Maharana Mewar Public School
Sr Secondary, Commerce
1988 — 1993
Skills
- Sales Management
- Retail Banking
- Finance
- Homeloans
- Leadership
- Distribution Management
- Home Equity Loans
- Fmcg
- Investments
- Insurance
- Channel Relationship Management
- Vendor Management
- Cross Selling
- Financial Risk
- Core Banking
- Financial Services
- Crm
- Management
- Strategy
- Marketing
- Business Planning
- Business Development
- Wealth Management
- Wealth Management Services
- Personal Finance
- Negotiation
- Sales
- Key Account Management
- Credit
- Management Information Systems (Mis)
- Portfolio Management
- Commercial Banking
- Loans
- Business Relationship Management
- Branch Management
- Relationship Management
- Credit Risk
- Mortgages
- Banking
- Mutual Funds
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