Vemugoti Kishor
wealth manager
- Role
- Sales Manager at Axis Max Life Insurance Limited
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Vemugoti Kishor
Highly accomplished Wealth Manager with over 3 years of experience in managing high-net-worth client’s financial portfolios. Expert in developing personalized investment strategies, optimizing wealth growth, and providing comprehensive financial planning services. Proven track record of building long-term relationships with clients, understanding their unique financial goals, and delivering tailored solutions that maximize returns while minimizing risk. Adept at navigating complex financial markets, ensuring compliance with regulatory requirements, and maintaining the highest standards of client satisfaction.
Experience
Sales Manager
Axis Max Life Insurance Limited
Dec 2023 — Present · Bengaluru, IN
Provided clients with clear, actionable insights on market trends and investment opportunities, fostering informed decision-making.Successfully guided clients through market volatility, implementing risk management strategies that preserved wealth during economic downturnsConducted needs assessments and provided tailored insurance solutions to meet clients\' specific requirements, resulting in a 100% increase in customer satisfaction scoresAchieved 150% of annual sales quota in a highly competitive market by leveraging deep product knowledge and understanding of customer pain points
Education
GITAM Deemed University
Bachelor of Business Administration - BBA
2018 — 2021
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