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Amit Singh

Amit Singh

Relationship manager

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location of Amit SinghDelhi, India

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  • Timeline

  • About me

    Senior Manager at SPA Capital Limited

  • Education

    • Jaipuria institute of management

      2010 - 2012
      Master of Business Administration (MBA) Finance, General

    • Maha maya technical univercity

      2010 - 2012
      MBA Finance And Marketing

  • Experience

    • RR FINANACIAL CONSULTANT LTD.

      Sept 2012 - Aug 2014
      Relationship manager

      Responsible for the overall performance of wealth management products.Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, Ncd and GI & LI.

    • Bajaj Capital Ltd

      Sept 2014 - Mar 2016
      Relationship Manager

      Responsible for the overall performance of wealth management products.Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, Ncd and GI & LI.

    • ANGEL WEALTH LIMITED

      Mar 2016 - Jul 2017
      Asistence manager

      Responsible for the overall performance of wealth management products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, NCD and GI, LI AND PMS.

    • Bajaj Capital Ltd

      Jul 2017 - Dec 2017
      Assistant wealth Manager

      Responsible for the overall performance of wealth management products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, NCD and GI, LI AND PMS.

    • Globe Capital Market Limited

      Dec 2017 - Nov 2020
      Senior Relationship Manager

      Responsible for the overall performance of wealth management products.Managing team and responsible for team targets, team members achieve his target. Managing client portfolios, business budgets, client acquisition & customer satisfaction initiatives. Construct the client portfolio base on his goal and risk appetite. Deal in Mutual Fund, Equity, IPO, Bonds, NCD and GI, LI AND PMS.

    • SPA Capital Services Ltd.

      Dec 2020 - now
      Assistant Manager

  • Licenses & Certifications

    • NISM MUTUAL FUND DISTRIBUTION

      NISM
      Nov 2013

    • NCFM CAPITAL MODULE

      NCFM Share Market Training Insitute
      Dec 2018