Afreen Changani
Associate Vice President at Sanctum Wealth- Claim this Profile
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Bio
Experience
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Sanctum Wealth
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India
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Investment Management
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1 - 100 Employee
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Associate Vice President
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Feb 2022 - Present
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Waterfield Advisors
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India
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Financial Services
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100 - 200 Employee
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Senior Manager
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Apr 2021 - Feb 2022
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Manager
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Apr 2017 - Apr 2021
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ICICI Securities
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India
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Financial Services
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200 - 300 Employee
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Associate Wealth Manager
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May 2016 - Apr 2017
- Handled investment portfolios of HNI clients, providing wealth preservation and growth solutions across all investment heads. - Communicating new product development and new investment opportunities for client investment. -Ensure error free and timely Transaction Processing. - Engaging with various AMC companies across categories to explore client driven engagements. - Handled investment portfolios of HNI clients, providing wealth preservation and growth solutions across all investment heads. - Communicating new product development and new investment opportunities for client investment. -Ensure error free and timely Transaction Processing. - Engaging with various AMC companies across categories to explore client driven engagements.
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Education
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2013 - 2015
IES Management College and Research Centre
Master of Business Administration (M.B.A.), Accounting and Finance -
2010 - 2012
MMK college of commerce and economics
Bachelor of Commerce (B.Com.), Accounting and Finance
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