Mrigank Ishwar

Roles & Responsibility

Manage and nurture high-value client relationships by providing tailored financial solutions aligned with clients’ investment and wealth management goals. Conduct comprehensive financial analysis and portfolio reviews to optimize clients’ asset allocation and risk management strategies. Collaborate with internal teams to deliver personalized banking services, ensuring compliance with regulatory and risk management policies. Advise clients on various financial products, including investment options, loans, and insurance, focusing on their long-term financial planning. Monitor market trends and economic indicators to provide informed insights and recommendations to clients for wealth preservation and growth.