Neha Agrawal — Vice President · Client Associates

Neha Agrawal — Vice President · Client Associates · Gurugram, Haryana, India.

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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

MBA (Finance) with 13 years of experience in Sales, Revenue & Wealth Management in Retail Banking; Credit Assessment & Operations Management in assets liaising with product & business teams along with Media Sales & Event Management. Started a new joyrney with Standard Chartered as Priority Relationship Manager in Wealth Management & Investment Banking across the globe.

Experience

Vice PresidentCurrent
Client Associates · Gurgaon
Dec 2025 – Present
Vice President – Wealth at Client Associates, specializing in advising high-net-worth individuals on strategic wealth management and investment solutions. Experienced in portfolio advisory, asset allocation, and building long-term client relationships. Focused on delivering personalized investment strategies that drive sustainable wealth creation and financial growth