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Lokesh Agrawal

Lokesh Agrawal

Internee

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location of Lokesh AgrawalBengaluru, Karnataka, India

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  • Timeline

  • About me

    Principal Consultant | ex-Private Banker | CFA L1 | IIM Indore | Education Professional

  • Education

    • CFA Institute

      2013 -
      Level I Investments and Securities

    • Indian Institute of Management, Indore

      2012 - 2014
      PGDM Finance, General

    • Birla Institute of Technology and Science, Pilani

      2008 - 2012
      B.E.(Hons.) Chemical Engineering

  • Experience

    • Chambal Fertilisers and Chemicals Limited

      May 2010 - Jul 2010
      Internee

    • Mercedes-Benz Research and Development India

      Jul 2011 - Dec 2011
      Internee

    • HPA Spaces Pvt. Ltd.

      Apr 2014 - Mar 2015
      Finance Manager

    • ICICI Bank

      Apr 2015 - Mar 2018
      Wealth Manager

      Advised HNI clients on Asset & Liabilty Products. Specialized in Investment products like Mutual Funds, PMS, AIF and other investment tools

    • L&T Finance - Wealth Management

      Mar 2018 - Oct 2019
      Associate Account Director

      Advised HNIs to preserve & grow their Wealth by advising Investments in Equity, Mutual Funds, PMS, AIF, Offshore Investments and other investments products.

    • YES BANK

      Nov 2019 - Feb 2021
      Assistant Vice President

      I have a rich experience of working with Yes Bank as Private Banker advising HNI & corporate clients on multi asset investments.

    • Wipro

      Feb 2021 - now
      Principal Consultant

      Currently working as Senior Business Consultant with client - Cargill on multiple projects across different Business units.

  • Licenses & Certifications

    • Certified Alternative Investment Manager

      Association of International Wealth Management of India (AIWMI)
      Jul 2020

    • CFA Level I

      CFA Institute
      Dec 2013

  • Volunteer Experience

    • Fundraiser

      Issued by HelpAge India
      HelpAge IndiaAssociated with Lokesh Agrawal

    • Education Professional

      Issued by CareerCarta on Oct 2019
      CareerCartaAssociated with Lokesh Agrawal