Sourav Saggar
Senior Partner- Wealth Advisor - UHNI\'s and Corporate Treasuries |Ex-Julius Baer|Ex-Axis Bank Wealth |Ex- SBI| CFA Level 3 candidate
- Role
- Senior Partner - Private Banking at Nuvama Private
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Sourav Saggar
Wealth Manager with a demonstrated history of working in the banking industry. Skilled…
Experience
Senior Partner - Private Banking
Feb 2024 — Present · Pune, IN
Education
SRM IST Chennai
Bachelor of Technology (BTech), Aerospace, Aeronautical and Astronautical Engineering
2010 — 2014
Skills
- Loan Servicing
- IT Security Best Practices
- Unix
- Windows Server
- Problem Solving
- Cfp
- Sme Banking
- Basel Ii
- Basel Iii
- Software Development Life Cycle (Sdlc)
- Certified Financial Advisor
- Mutual Funds
- Business Development
- Team Management
- Foreign Exchange Management
- Life Insurance
- Html
- General Insurance
- Treasury
- Wealth Management Services
- Kyc
- Credit Appraisals
- Business Strategy
- Trade Finance
- Microsoft Office
- Retail Banking
- Personal Banking
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