Vikas
Financial Planning Expert | MBA, Relationship Manager at Motilal Oswal
- Role
- Key Relationship Manager at Motilal Oswal Financial Services Ltd
- Location
- Gurugram, IN
- LinkedIn followers
- 500 followers
About Vikas
As a Relationship Manager at Motilal Oswal Financial Services Ltd, I spearhead comprehensive financial planning and investment strategies for high-net-worth individuals. With 5 years of experience in wealth management, I have developed and implemented asset allocation models based on risk assessment and financial objectives, advised on diverse investment products, and conducted regular portfolio reviews. My commitment to staying abreast of market trends and investment opportunities ensures clients receive informed advice for optimizing their portfolios. I foster lasting client relationships through transparency, trust, and a results-driven approach. I hold a Master of Business Administration degree from Swami Vivekananda Subharti University, Meerut, with a specialization in Marketing. My goal is to leverage my skills and knowledge to help clients achieve their financial goals and aspirations.
Experience
Key Relationship Manager
Motilal Oswal Financial Services Ltd
Aug 2023 — Present · Gurugram, IN
Spearheaded comprehensive financial planning and investment strategies for high-net-worth individuals-Developed and implemented asset allocation models based on risk assessment and financial objectives-Conducted regular portfolio reviews, adjusting strategies to align with changing market conditions-Advised on diverse investment products including stocks, bonds, mutual funds, and alternative investments
Education
MDU
BCA
2011 — 2014
Swami Vivekananda Subharti University, Meerut
Master of Business Administration - MBA
2019 — 2021
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