
Neebha kumari
Banking / Loans
About Neebha kumari:
I am a wealth manager
Experience
Hello, I am Neebha Kumari having 4 years of experience which 2 Years in the Financial Industry as a wealth manager, My skills are:- Acquisition of HNI clients, EX banker, Financial product distributor, CAs, Lead generation, B2B, B2C, Cross-selling.
Education
I did economics honors and my higher education is a PGDM from IIMP Pune.
I have done the certification of NISM Series (V)
Professionals in the same Banking / Loans sector as Neebha kumari
Professionals from different sectors near Pune, Pune
Jobs near Pune, Pune
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The purpose of the job is to build and nurture strong relationships with high-net-worth clients. · ...
Pune1 month ago
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· 1. Acquisition of new Customers and Increase book size. · 2. Establish smooth relationships with new && existing clientele to generate new business · and to solicit referrals Domestic and NR. · 3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activ ...
Pune1 week ago
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Desired Candidate Profile Desired Candidate Profile with strong understanding of Casa Current Account Retail Liabilities Portfolio Management Wealth Management HNI Client Handling skills and excellent communication interpersonal skills for effective relationship building with HNI ...
Pune3 weeks ago