Upasna Agarwal Email & Phone Number
Partner @ 360 ONE Wealth
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Upasna Agarwal Location
- New Delhi, DL, IN
Upasna Agarwal Work
- Partner @ (April 2025 - Present)
- Principal @ (November 2022 - Present)
- Vice President - Wealth Management @ (December 2018 - November 2022)
- Relationship Manager @ (September 2012 - December 2018)
- Wealth Manager @ (August 2010 - August 2012)
- Assistant sales manager @ (April 2009 - June 2010)
Upasna Agarwal Education
- Amity University
MBA (Finance & Marketing)
Upasna Agarwal Skills
- Banking
- Branch Banking
- Business Development
- CRM
- Cross Selling
- Portfolio Management
- Relationship Management
- Retail Banking
- Team Management
- Wealth Management
Upasna Agarwal Summary
- Upasna Agarwal, based in New Delhi, DL, IN, is currently a Partner at 360 ONE Wealth. Upasna Agarwal brings experience from previous roles at 360 ONE Wealth, Client Associates, Citibank India and RBS. Upasna Agarwal holds a MBA in Finance & Marketing @ Amity University. With a robust skill set that includes Banking, Branch Banking, Business Development, CRM, Cross Selling and more. Upasna Agarwal has 2 emails and 1 mobile phone numbers on RocketReach.
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