CFP

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Wealth Specialist at IDFC FIRST Bank|Jaipur, Rajasthan, India

Position:

Wealth Specialist at IDFC FIRST Bank

Location:

Jaipur, Rajasthan, India

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Last updated: 2026-09-26
Updated: 2026-09-26

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Work Experience 9 years

Wealth Specialist at IDFC FIRST Bank

Apr 2026 - Current

Business Analyst- Mutual Fund at Bonanza Portfolio Ltd

May 2023 - Mar 2026

Financial Planning Manager at INDmoney

Oct 2021 - May 2023

Equity Advisor at Axis Direct

Dec 2018 - Sep 2021

Relationship Manager at Tata AIA Life Insurance

Jun 2017 - Dec 2018

Their professional focus is Advance excel, AIF, and Asset Management across 3 core areas.

CFP holds Advance Excel, CFP, and Certificate in Financial Modeling and Valuations certifications.

Education

commerce at St edmunds school jaipur

Master's degree at University of Rajasthan

Post graduation diploma in banking management at Times pro

Bachelor of Commerce - BCom at University of Rajasthan

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