Saurabh Agarwal

Business Owner at Preipotips.com

Role
Financial & Wealth Consultant at Niveshgurus
Location
Udaipur, RJ, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Saurabh Agarwal

Over 20 years of robust experience in the BFSI industry across Wealth management, Branch…

Experience

  1. Financial & Wealth Consultant

    Niveshgurus

    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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Saurabh Agarwal — Financial & Wealth Consultant at Niveshgurus in Udaipur, RJ, IN | Unifers