Sunil Heranwal
Partner at NJ WEALTH | Mutual Funds | PMS | Insurance | Financial Services | Retirement Planning I Bond & NCD I
- Role
- Partner at Nj Group
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Sunil Heranwal
Over 20 Years Experience in Indian Capital Market. Deep understanding of Wealth…
Experience
Partner
Jan 2017 — Present · Gurgaon, IN
Marketing and Distribution of Financial Products like Mutual Funds, PMS, Bonds, NCD, Direct Equity to HNI, SME and Corporate Clients. Comprehensive Financial Planning of investor to reach their Financial goals.Also offering Life Insurance & Medical Insurance for complete Family Protection solution.Monitoring Clients Portfolio Performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI.Analyzing risk appetite of an individual for providing appropriate investment solution.Effective Management of Customer relations and ensuring maximum Customer satisfacation by providing timely solution of queries
Education
Maharshi Dayanand University
Bachelor’s Degree
1995 — 1998
Kurukshetra University
Master’s Degree
1998 — 2001
Skills
- Secondary Market
- Customer Acquisition
- Life Insurance
- Event Planning
- Financial Analysis
- General Insurance
- Financial Planning
- Equities
- Corporate Communications
- Financial Services
- Asset Management
- Customer Relations
- Relationship Management
- Direct Marketing
- Marketing
- Group Policy
- Direct Sales
- Banking
- Mutual Funds
- Business Development
- Team Management
- Wealth Management
- Corporate Sales Management
- Capital Markets
- Investment Advisory
- Tax Planning
- Marketing Communications
- Institutional Sales
- Portfolio Management
- Management
- Investments
- Marketing Strategy
- Team Leadership
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