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Hidden Name

Individual
SI/IN/FN/000154
Personal Info
57
Indian
28 yrs of exp.
Location Info
Qualification 1
Indian Institute of Chartered Accountants
Chartered Accountants of India -
3
Qualification 2
St. Xavier \'s College Calcutta University , Calcutta
Bachelor of Commerce ,
Calcutta University
Calcutta
3
Experience 1
Probus Insurance Broker Private Ltd.
India
President & Chief Strategist
Fund Raising/Stake Sale, Set up Governance Framework, Compliance & Conduct & Strategic Inputs & tie Ups
2/1/2020
5/7/2021
Experience 2
2MJK Financial Solutions Pvt Ltd
India
Founding Partner & Director
Fintech
9/1/2019
07/05/2021
Experience 3
Re-Imagine Solutions
India
Proprietor
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,
12/1/2018
07/05/2021
Experience 4
Standard Chartered Bank
India
Executive Director
Head Wealth Management & Consumer Banking Treasury
9/1/2008
12/1/2018
Experience 5
Captech Online Ltd
India
Head of Sales & Business Development
3/1/2000
9/1/2000
Experience 6
Citibank
India
Senior Manager
6/1/1996
3/1/2000
Experience 7
Ayan Financial Services
India
Owner, Promoter
Financial & Investment Advisory
6/1/1992
6/1/1996
Freelance-Professional
Training,Consulting,Advisory
domestic
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.
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.
India
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
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