Siddharth Trivedi
Head of Wealth Management @Jana Small Finance Bank
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WORK HISTORY
Head of Wealth Management @Jana Small Finance Bank
Bengaluru, IN
EDUCATION
North Maharashtra University
Bachelor of Commerce - BCom
North Maharashtra University
MBA, Marketing
SKILLS
ABOUT SIDDHARTH TRIVEDI
Current -Digital Initiative and customer Journey, Marketing & Email campaigns,Virtual Business support and management.Customer Retention/Cross Sell/Up sell Investment Past - Development of Retail channel,Training IFA, Organizing HNI meets, meet their Investment requirement,suggest the portfolio and Asset allocation in different business Cycles.Conducting INvestor awareness Programme under the intiative of Sebi and Amfii.Specialties: curently pursuing CFP certification
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