Deep Enrich
Sumit Kumar, CFP
Manager
Delhi, India
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About me
Wealth Management| Ex- Axis
Education
Govt National College, Sirsa
2003 - 2005Graduation Humanities/Humanistic Studies
Lingayas University, Faridabad
-Master of Business Administration - MBA
Experience
Axis Bank Ltd.
Feb 2011 - Feb 2017ManagerTeam Handling,Customer relationship building & Acquistion of new clients.
AU SMALL FINANCE BANK
Mar 2017 - nowRegional Manager Wealth
Apr 2023 - nowDVP& Branch Manager
Apr 2019 - May 2023Senior Manager
Mar 2017 - Mar 2019
Licenses & Certifications
- View certificate
Retirement and Tax Planning Specialist Certification
FPSB IndiaAug 2022
- View certificate
CFP Certification - Global Excellence in Financial Planning
FPSB IndiaMay 2023 - View certificate
Risk and Estate Planning Specialist Certification
FPSB IndiaAug 2022
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