Tanuj Arora

Portfolio Counsellor at Sanctum Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Credentials

  • AMFI Certified
    National Institute of Securities Markets (NISM)
  • Completed Investment Advisory Module 1 and 2
    National Institute of Securities Markets (NISM)
  • Course on Microsoft Excel and Power Point
    Advanced MS EXCEL, Power Query, Power BI skills for Business Intelligence
  • IRDA certified
    IRDA
  • PMS certification
    National Institute of Securities Markets (NISM)

Experience

    • India
    • Investment Management
    • 1 - 100 Employee
    • Portfolio Counsellor
      • Sep 2022 - Present

      Primary responsibility is to deliver investment advice across multiple asset classes to our clients. Will also work closely with Wealth Managers in the sale of investment products and offer oversight on the client investment portfolios. Additionally, would be involved in new product ideation. Primary responsibility is to deliver investment advice across multiple asset classes to our clients. Will also work closely with Wealth Managers in the sale of investment products and offer oversight on the client investment portfolios. Additionally, would be involved in new product ideation.

    • India
    • Banking
    • 700 & Above Employee
    • Burgundy Private Partner
      • Dec 2019 - Sep 2022

    • AVP and Senior Affluent RM
      • Sep 2012 - Nov 2019

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Premier Wealth Manager
      • Oct 2010 - Aug 2012

    • India
    • Insurance
    • 700 & Above Employee
    • Sales Team Lead
      • Jan 2007 - Sep 2010

Education

  • NSB-NIILM School Of Business
    PGDBM, Marketing and Sales
    2004 - 2006
  • PGDAV College
    Bachelor of Commerce - BCom
    2001 - 2004

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