Chetan Kumar

Manage a portfolio of 1,200 High Net Worth Individual (HNI) clients, providing personalized investment advisory tailored to their unique financial goals and business needs. Resolve client queries promptly and professionally, ensuring exceptional service and satisfaction. Build and maintain strong, long-term relationships to foster trust and loyalty. Continuously assess market trends and product offerings to recommend optimal investment solutions that align with clients' requirements, driving portfolio growth and retention. Maintain accurate records and collaborate with internal teams to deliver seamless client experiences.