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aseem joshi, wealth manager

aseem joshi

wealth manager

Kotak Mahindra Bank

Location
India - Mumbai
Education
Bachelor's degree, information technology
Experience
6 years, 1 Months

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Work Experience

Total years of experience :6 years, 1 Months

wealth manager at Kotak Mahindra Bank
  • India - Mumbai
  • My current job since December 2022

Advise private, high-net worth individuals and affluent families with their investments and managing their portfolios and planning their finances to meet their financial goals.

wealth relationship manager at standard chartered bank
  • India - Mumbai
  • April 2019 to December 2022
Assistant Branch Manager at HDFC Bank
  • India - Dehra Dun
  • April 2018 to June 2019

Education

Bachelor's degree, information technology
  • at DEHRADUN INSTITUTE OF TECHNOLOGY
  • January 2023
Master's degree, Business And Marketing
  • at Jain University
  • April 2016

Completed MBA in International Business with Dual Specialization in Marketing and HR

Specialties & Skills

Investment Advisory
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Business Development Manager
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Financial Advisory
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Portfolio Management
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Wealth Management
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Microsoft Office
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Portfolio Diagnosis
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Social Profiles

Personal Website
Personal Website

URL removed due to policy violation. Please contact support for further information.

Languages

English
Expert
Hindi
Native Speaker

Training and Certifications

KOTAK MAHINDRA BANK LEADERSHIP PROGRAM (Training)
Training Institute:
National Institute of Information Technology
Date Attended:
April 2024
Duration:
30 hours
Insurance Regulatory and Development Authority of India (IRDAI) (Certificate)
Date Attended:
January 2023
Association of Mutual Funds in India (AMFI) (Certificate)
Date Attended:
January 2022

Hobbies

  • Travel and Travel Explore
  • Swimming
  • Horse Riding
  • Poetry Writing