Yash Misra
Let\'s !! Move Towards The Optimistic and Growth Oriented Corporate World
- Role
- Service Manager at Mudra Management
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Yash Misra
I am a Fresher, but an Experiencing Personality heading towards an Optimistic Career…
Experience
Service Manager
Feb 2025 — Present · Lucknow, IN
I was responsible for :1. Maintaining client relationships in terms of financial services.2. Acting as a proper communication link between clients and organization.3. Tracking Fund performance on the basis of weekly, monthly, and yearly basis.4. Handelling Client\'s Portfolio, which means investment with our organisation.5. Giving financial advisory for client\'s asset allocation.6. Preparing Retirement Plan, for Client\'s Future Financial Freedom.7. I am here responsible, for switching funds for the client\'s optimistic portfolio growth.
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