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×Team Incentive calculation n Tracking, Arrange Client session through Team, Client feedback , all branch must manage by System
Team building, client management , handle HNI n Ultra HNI Clients,
technology oriented person, must knowledge of Social media, leadership quality.
My Self Urvish Vasanwala, - Founder & CEO of FinOptical. Since 2002 i m into Finance File, Finoptical established in May 2013. Servies : Wealth Management : PMS, AIF, Private Equity, Structure Product, IREF, Portfolio Review : Assessment, Monitoring & Analysis, Risk Management, Asset Allocation & Rebalancing, Tax Planning Equity : Stock, IPO, Derivatives, Model Portfolio, Commodity, Currency Mutual Fund : SIP, LUMSUM, SWP, Debt Fund, Fixed Deposit, Bonds Insurance : Life & Health
MBA