Siddharth Shah
Investment Counselor at Wealthy.in
- Role
- Investment Counselor at Wealthy
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
Experience
Investment Counselor
Sep 2022 — Present · Bengaluru, IN
As an investment counselor I am the bridge between Sales, Research and product team. I guide team of 12 relationship managers to grow their partners AUM and create financial plans, cash flow projections as per requirement.Helped team grow monthly AUM from 7Cr to 45Cr in 2 years.Conducted various training modules for internal team and partners, Investment awareness programs for clients and prospects.
Education
Savitribai Phule Pune University
Master of Business Administration (MBA), Marketing
2010 — 2012
Savitribai Phule Pune University
Bachelor's degree, Electronics Engineering
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