Sarms Mitra
Private Client Group - Wealth Management @ Motilal Oswal Financial Services Ltd
About
Experienced Manager with a demonstrated history of working in the banking industry. Skilled in Banking, Customer Relationship Management (CRM), Management Information Systems (MIS), Team Leadership, and Retail Banking&Wealth Management,Portfolio Handling &Review . Strong professional with a Master's degree focused in Business/Commerce, General from Mumbai University Mumbai.
India
Mumbai
Banking
Financial Planning, Lending Solutions, Customer Service Management, Team Leadership, Customer Relationship Management (CRM), Team Management, Banking op, Customer Service, Retail Banking, Portfolio Management, Banking, Management Information Systems (MIS)
Experience
Private Client Group - Wealth Management
Motilal Oswal Financial Services Ltd
Mumbai
Handling HNI wealth client investment Portfolio across all products
Affluent Manager -Burgundy Wealth Management
Axis Bank
Mumbai
Handling Affluent HNI Burgundy client base portfolio analysing need periodically doing review and offering products as per risk profile . Providing wealth Management products as well Lending asset products too
Wealth Manager
ICICI Bank
Mumbai Area, India
Portfolio Investment planning,Client Management &Providing Lending Solutions for HNI
Manager
IndusInd Bank
Mumbai, Maharashtra, India
Deputy Manager
IndusInd Bank
Assistant Manager
HDFC Bank
Managed Classic on Phone HNI clients Catering towards banking services and requirement and handled team of personal bankers
Education
Mumbai University Mumbai
Business/Commerce, General
Sarms Mitra's Contact Information
Phone
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