Activwealth

Experienced Wealth Management professional with a demonstrated history of working in the financial services industry. 

Skilled in achieving desired goals for clients through requirements analysis and risk-tenure mapping. 

Strong focus on Portfolio and Wealth Management, Business Relationship Management, Business Planning, Analytical Skills and Client Engagement.

Managing Partner

Tata Capital

Providing investment support to the team in terms of knowledge, new products, market update, closures and client relations. 
Product basket catered to includes Mutual fund, PMS, AIF, CFD, Private equity funds, Insurance. 

Key deliverable: 
Client management.
Bangalore team target delivery under 5 key parameters. 
Adherence to Compliance and regulations.

Investment Specialist

BluSmart

Angel Investor

Citi

Providing investment advice on various products available in the market to city@work client.
Managing portfolios and providing key insights about the market to the client to help them make relatively better decisions.

Wealth Advisor

ICICI Bank

Managing end to end relationship with HNI clients.
Dealing with every vertical of the bank to provide unparalleled service to the clients.
Managing and working on continuous increase in the Asset and Liability size of the accounts mapped.

Assistant Manager - II

POWERGRID

Internship in bonds section

Managing HNI and Ultra HNI clients and their investment portfolios.

Taplio

Varun Jindal 's Linkedin Analytics

Varun Jindal

Want to drive more opportunities from LinkedIn?