Y Suryakiran

Mutual Funds - Manager at Asit C. Mehta Investment Interrmediates Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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Credentials

  • AMFI
    -
  • IRDA
    -
  • Personal Finance and Wealth Building
    International College of Financial Planning Ltd

Experience

  • Investmentz
    • India
    • Capital Markets
    • 200 - 300 Employee
    • Mutual Funds - Manager
      • Nov 2011 - Present

  • IndusInd Bank
    • India
    • Banking
    • 700 & Above Employee
    • Senior Relationship Manager
      • Apr 2010 - Sep 2011

      -Handling Mutual Funds, Insurance, PMS, E-Broking, Forex , CASA & Home Loans, -Managing Clients Portfolio & Updating them. -Handling Mutual Funds, Insurance, PMS, E-Broking, Forex , CASA & Home Loans, -Managing Clients Portfolio & Updating them.

  • DBS Cholamandalam Securities Ltd.
    • Financial Services
    • 1 - 100 Employee
    • Territory Sales Manager
      • May 2007 - Jan 2010

      -Handling PMS, Equity, Mutual Funds & Insurance -Managing Clients Portfolio & Updating him. -Handling PMS, Equity, Mutual Funds & Insurance -Managing Clients Portfolio & Updating him.

  • Way2Wealth Brokers Pvt. Ltd.
    • India
    • Financial Services
    • 400 - 500 Employee
    • Relationship Manager
      • Jan 2006 - Apr 2007

      -Handling Equity, Mutual Funds & Insurance -Handling Equity, Mutual Funds & Insurance

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