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Ateen Gupta — Vice President of Investment Advisory · Spark PWM Private Limited · Chennai, Tamil Nadu, India.
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About
15+ years of experience in Capital Markets Advisory Services, Wealth, Portfolio and Relationship Management for Individual & NRI Clients
Hands on experience in assessing risk, effective dealing and screen reading skills , analysing latest marketing trends, providing valuable inputs for fine tuning marketing strategies
Exemplary networking and relationship management. Strong negotiation, communication & presentation skills. Team player and performed in cross functional, cross cultural roles. Self motivated, persistent and results driven.
Expertise in building and maintaining relations with key decision makers; established high profit accounts with excellent levels of retention and loyalty , exceptional relationship management skills
Specialities:Sales and Marketing, Business Development, Sales Leadership, Extensive exposure in handling NRI’s & PMS products,
Experience
DirectorCurrent
DVS Advisory Group · Chennai
Jun 2022 – Present
VP - Investment Advisory
Spark Capital PWM · Greater Chennai Area
May 2019 – May 2022
Education
Skills
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