Total size of current Portfolio and experience with various wealth products.How much assets allocation and revenue generation done in earlier organisation.Work on all fee products such as MF ,PMS AND AIF and asset allocation .Understanding of trade and forex and customer delights and other activity insight.

Question

Accepted Answer

I have experience managing portfolios of various sizes and working with fee products such as MF, PMS, and AIF. I also have knowledge of asset allocation, trade, forex, and customer satisfaction.

Managed portfolios of various sizes
Experience with fee products such as MF, PMS, and AIF
Knowledge of asset allocation
Understanding of trade and forex
Focus on customer satisfaction
Generated revenue through effective asset allocation
Implemented strategies to increase customer delight
Worked with a variety of wealth products
Experience in earlier organizations with asset allocation and revenue generation

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