Sumit Bisht
Deputy Vice President- Shriram Wealth|| CRISIL & NISM- Certified Wealth Manager|| Ex Kotak Privy || Ex Axis Burgundy
- Role
- Deputy Vice President Market Lead & Client Relations at Shriram Wealth
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Sumit Bisht
Experienced Banker & Investment Specialist | Wealth Management | Client-Centric Portfolio…
Experience
Deputy Vice President Market Lead & Client Relations
Jul 2025 — Present · Gurugram, IN
Education
Era Business School
Master of Business Administration MBA/PGDM
2013 — 2015
Sikkim Manipal University (SMU)
Bachelor of Business Administration (BBA)
2010 — 2013
Kendriya Vidyalaya (KV)
Economics
2002 — 2010
Skills
- Retail Sales
- Cold Calling
- Retail Marketing
- Customer Engagement
- Mutual Funds
- Business
- Team Management
- Visual Merchandising
- Client Co-Ordination
- Powerpoint
- Microsoft Excel
- Financial Analysis
- Automobile
- Investment Banking
- Relationship Building
- Equities
- Market Research
- Financial Planning
- Apparel
- Management
- Csrs
- Store Operations
- Negotiation
- Customer Service
- Event Management
- Portfolio Management
- Indian Taxation
- Communication
- Financial Services
- Leadership
- Microsoft Word
- Equity Capital Markets
- Business Development
- Stock Market
- Microsoft Office
- Social Networking
- Investment Advisory
- Headhunt
- Investments
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