Empowering professionals: Skill Enhancement Training by Mr. Shiv Raj Singh, CFP, Designated Partner, The Fintellect for Bank of Baroda Wealth Management Personnel

We are thrilled to announce the successful completion of the STEP UP (Staff Training & Excellence Program) Training for Bank of Baroda Wealth Management Personnel - Phase 3, organized by AAFM (American Academy of Financial Management) India. Conducted by the esteemed Designated Partner at Fintellect Intelligent Financial Services, Mr. Shiv Raj Singh, CFP; the training took place on the 3rd and 4th of June, 2024, at the Baroda Satellite Learning Unit in Varanasi. Mr. Deepanshu Soni, Operations Head (Agency), Fintellect Intelligent Financial Services, accompanied Mr. Shiv Raj to assist in the smooth conduct of the training. This transformative program saw the enthusiastic participation of around 30 dedicated banking professionals who are committed to enhancing their expertise in wealth management. Over the course of two days, Mr. Singh shared his profound knowledge and insights, equipping participants with advanced strategies and skills to better serve their clients.

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