Sugandha Kumari
Wealth Manager @FundsIndia
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WORK HISTORY
Wealth Manager @FundsIndia
Bengaluru, IN
A Wealth Manager at FundsIndia plays a pivotal role in guiding clients through their investment journeys, ensuring they make informed financial decisions. The key responsibilities and qualifications for this role include:Key Responsibilities:Client Engagement: Proactively reach out to clients, aiming to meet daily call and talk-time targets. Educate and inform clients about various investment opportunities and strategies. Personalized Advisory: Offer tailored investment advice, assisting clients in selecting appropriate mutual funds, stocks, and other financial products that align with their financial goals and risk tolerance. Performance Monitoring: Regularly review and analyze clients\' investment portfolios, providing updates and recommendations to optimize returns and manage risks effectively.Market Research: Stay abreast of market trends, economic indicators, and new financial products to provide clients with up-to-date and relevant information.Compliance and Documentation: Ensure all investment recommendations and transactions comply with regulatory standards, maintaining accurate records of client interactions and advised strategies.
EDUCATION
Chandigarh Group Of Colleges
Master of Business Administration - MBA
ABOUT SUGANDHA KUMARI
Finance professional with 3+ years of experience in fintech and mutual fund operations…
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