Wasim Afroze
Principal and Deputy Vice president -Private Wealth
- Role
- Principal-private Wealth at FundsIndia
- Location
- Srinagar, IN
- LinkedIn followers
- 500 followers
About Wasim Afroze
A dynamic professional having more than 14 years of experience in Banking and Financial…
Experience
Principal-private Wealth
Apr 2025 — Present · Srinagar, IN
My Role Involves acquistion and retention of Ultra HNI Clients into private Wealth Domain. My Domain includes-Investment Advice-Financial Planning-Portfolio Management-Risk assessment-Tax planning-Estate Planning.I help clients achieve financial Goals such as retirement planning and Wealth Accumulation and Transfer of existing AUM to my current organization.
Education
Punjab Technical University
MBA
2007 — 2009
Army Proud Scholars School
8th Class
2007 — 2008
Ssmti
Bachelor of Business Administration (BBA)
2004 — 2007
Skills
- Financial Risk
- Electronic Payments
- Cash and Payments
- Core Banking
- Foreign Exchange
- Branch Banking
- Clearing
- Credit Risk
- Fx Options
- Portfolio Management
- Loans
- Credit Analysis
- Ms Office Suite
- Financial Markets
- Trading
- Investment Banking
- Operational Risk
- Cross Selling
- Business Analysis
- Financial Services
- Crm
- Relationship Management
- Internal Audit
- Payment Systems
- Equities
- Finance
- Forex
- Financial Transactions
- Private Banking
- Retail Banking
- Derivatives
- Transactional Banking
- Financial Analysis
- Trade Finance
- Microsoft Office
- Project Finance
- Banking
- Risk Management
- Team Management
- Mis
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