Tanuj Arora
Portfolio Counsellor at Sanctum Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Mumbai, Maharashtra, India, IN
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Credentials
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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
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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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Portfolio Counsellor
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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.
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Axis Bank
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India
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Banking
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700 & Above Employee
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Burgundy Private Partner
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Dec 2019 - Sep 2022
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AVP and Senior Affluent RM
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Sep 2012 - Nov 2019
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Premier Wealth Manager
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Oct 2010 - Aug 2012
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ICICI Prudential Life Insurance Company Limited
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India
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Insurance
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700 & Above Employee
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Sales Team Lead
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Jan 2007 - Sep 2010
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Education
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NSB-NIILM School Of Business
PGDBM, Marketing and Sales -
PGDAV College
Bachelor of Commerce - BCom
Community
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