Tejas Thakare
Deputy Manager Grade-ii Wealth and Trade Department Corporate Office Banglore @ICICI Bank
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WORK HISTORY
Deputy Manager Grade-ii Wealth and Trade Department Corporate Office Banglore @ICICI Bank
Bengaluru, IN
Managing ultra high-net-worth individual (UHNI) client portfoliosOffering personalized wealth management solutions and investment adviceConducting financial planning and providing tailored financial strategiesProviding exclusive banking services customized to individual client needsBuilding and maintaining strong client relationshipsStaying updated on financial market trends and productsEnsuring compliance with regulatory requirements and internal policies
EDUCATION
Kirloskar Institute of Management (KIM)
PGDM
American Institute of Certified Public Accountants (AICPA)
Pursuing CPA (Certified Public Accountant)
ABOUT TEJAS THAKARE
I am seeking to obtain a creative and challenging position that utilizes current knowledge. Having a positive outlook and am always willing to learn new traits. I work well both independently and as part of a team.
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