Verified recordFinancial Services

Adarsh Daniel

Relationship Manager at Mirae Asset Mutual Fund India

Based in Trivandrum, India

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Seniority

Manager

Department

Sales & Business Development

Location

Trivandrum

Industry

Financial Services

Company size

331

Contact information

Reveal Adarsh's email and phone

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Email

1 credit

a•••••••@miraeassetmf.co.in

Phone

5 credits

+91 ••• •••• ••••

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Background

About Adarsh Daniel

As a Relationship Manager at SBI Mutual Fund, I leverage my MBA in Finance and Operations to provide customized investment advice tailored to clients' financial goals and risk profiles. I manage the entire retail channel, including IFA, ND, and Banking, working closely with partners to improve sales and client servicing. Prior to this, I was a Relationship Manager at HDFC AMC, where I managed multiple channels and oversaw mutual fund portfolios for clients. I also have experience as a Junior Research Analyst at Hedge Equities Ltd, conducting in-depth equity research to support investment decisions. I hold certifications from the National Institute of Securities Markets (NISM) in various areas of securities markets and research analysis. My goal is to continue growing in the financial services industry, delivering value to clients and contributing to the success of my organization.

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