Nationality: Indian

Location: Mumbai, Maharashtra, India

Ranking: 3

From:

To:

University: Calcutta University

University Location: Calcutta

Ranking: 3

From:

To:

Position: President & Chief Strategist

Highlights: Fund Raising/Stake Sale, Set up Governance Framework, Compliance & Conduct & Strategic Inputs & tie Ups

From: 2/1/2020

To: 5/7/2021

Position: Founding Partner & Director

Highlights: Fintech

From: 9/1/2019

To: 07/05/2021

Position: Proprietor

Highlights: Independent Director and Advisor to Wealth Management companies, Consultant to Fintechs from Ideation onwards, Mentoring ED Techs, Mentoring and advising Candidates going through career transition,

From: 12/1/2018

To: 07/05/2021

Position: Executive Director

Highlights: Head Wealth Management & Consumer Banking Treasury

From: 9/1/2008

To: 12/1/2018

Position: Head of Sales & Business Development

From: 3/1/2000

To: 9/1/2000

Position: Senior Manager

From: 6/1/1996

To: 3/1/2000

Position: Owner, Promoter

Highlights: Financial & Investment Advisory

From: 6/1/1992

To: 6/1/1996

Location Preference: domestic

Objective Statement: My objective is to add value given my vast experience in Financial Services, Banking, Wealth Management, Mentoring and Coaching, Setting up, growing and running businesses.

Career Highlights: A business leader with 28 years of demonstrated track record of delivering growth with deep insights in the affluent client segment. An in-depth understanding of Wealth Management, Financial Markets, Treasury and Capital Markets, Fixed Income & Debt, Fintechs, Retail Banking and Private Banking. Experience across multiple entities and geographies - like Banks, NBFCs and Broking Companies as well as across South Asia. Managed large teams and have strong people management and team mentoring abilities. Ability to understand Risks, Control and build a strong conduct and governance culture.

Countries Exposure: India

Categories: Banking & Finance Infrastructure, Capital Markets, Compliance, Consulting, Financial Inclusion, Financial Planning, General Banking, General Insurance, Insurance, Investment Banking, Non-Banking Finance, Retail Banking, Risk Management, Treasury

Sub Categories: Banking Overview, Brokers, Business Continuity Management, Code of Conduct, Conflict Management, Customer Management, Equities Systems, Equity Markets, Financial Sales Planning, Forex, Forex, Leadership Including Managing Remote Teams, Management Consultants, Mental Fitness & Stress Management, Mutual Funds / Unit trusts, Process consulting, Retail Banking Consulting, Sales Network Energising, Selling Skills, Training, Wealth Management, Wealth Management / Family Office