Pulkit Bali

Background

About Pulkit Bali

A Certified Wealth Manager from the Chartered Institute for Securities & Investment, London. with prodigious experience in Banking & Wealth Management. •Managing HNI investments, International and Domestic and a proven ability at managing resources has been my key strength areas. •Proven ability at building Wealth Management Business from inception stage. •Proficient in managing area sales with key focus on profitability through a team of Wealth Managers from diverse locations. •Comprehensive knowledge in core banking products / services and a thorough understanding of equity & debt market products, third party products like Mutual Funds, Structured Portfolio Management Services, Life and Non Life Insurance with proven abilities. •Quick learner with the ability to adapt to rapidly changing business situations. •A Versatile, dependable and a positive thinker, committed to enhancing productivity of any sales unit.