Udbhav Agarwal
Vice President
- Role
- Vice President at Fundsindia Private Wealth
- Location
- Meerut, UP, IN
- LinkedIn followers
- 500 followers
Experience
Vice President
Jun 2025 — Present
Spearheading private wealth growth initiatives in Western Uttar Pradesh, focusing on UHNIs, MSME, Large Corporates, Institutions & HNIs through technology, innovative tailor-made solution oriented strategies comprising MFs, alternate investments, including PE/VC, PMS, Bonds and offshore investments. Therby enhancing client satisfaction and retention.
Education
O. P. Jindal Global University
Master of Business Administration (MBA)
2015 — 2017
Delhi University
Bachelor of Commerce (B.Com.)
2011 — 2015
Skills
- Credit Appraisal
- Business Strategy
- Treasury Management
- Customer Service
- Financial Services
- Data Analysis
- Investment Banking
- Corporate Social Responsibility
- Project Management
- Powerpoint
- Microsoft Excel
- Strategic Planning
- Financial Reporting
- Teamwork
- Team Management
- Rstudio
- Management
- Tableau
- Customer Relationship Management (Crm)
- Financial Accounting
- Accounting
- Budgeting
- Research
- Analytical Skills
- Business Analysis
- Data Visualization
- Finance
- Financial Analysis
- Portfolio Management
- Data Mining
- Corporate Finance
- Leadership
- Customer Acquisition Strategies
- Analysis
- Multitasking
- Microsoft Office
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