Experience

• 

  Icici bank ltd

  Feb 1999 - Oct 2013

  Branch manager

  Started as a trainee in Cochin branch and moved up the ladder.Handling Branch head role since 2008.Managing branch with total book size of 1000 cr plus(including Retail, Corporate, wholesale and private banking).Business Development - New client acquisition, selling banking and investment products, Managing large HNI client relations- both household and corporate segmentsManaging team of 30 people including sales and serviceLocations worked include Kochi, Chennai, Bangalore, Mysore and New Delhi Show less

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  Kotak mahindra bank

  Nov 2013 - Apr 2016

  Senior branch manager

  Handling MG Road branch, KMBL with book size more than 1000 cr.Ranked No.1 PAN India consistently in FY 14-15 and 15-16.Top performing Branch Manager A Category for Life Insurance, Trade &Forex fee income.Have been actively involved in acquiring some of the UHNI clients, large corporate, Trust and society accounts for the bank.Excellent leadership and mentoring skillsGoing the extra mile, leading from front, raising the bar after every successful stageSelf discipline, agility, openness to feedback and suggestion Show less

• 

  Private wealth management, icici securities

  Apr 2016 - now

  Endeavor to make long lasting meaningful client relationship.Talented and Sales Driven Professional with 18 years of experience in financial services arena.Assisting Clients in Wealth management with a holistic knowledge in financial planning, risk profiling, asset allocation and wealth management coupled with rich experience of personal tax planning.Expert in NRI & Returning Indian Wealth Management to ensure maximum tax efficient returns.Rendering Wealth Advisory Services and comprehensive Financial Planning to Private Banking Individual and Business Clients with respect to their investments across asset classes 1. Equity (Direct & Indirect through Mutual Fund, PMS etc), 2. Debt (Bonds, Mutual Funds, Structured investments etc), 3.Real Estate (Direct - Residential. Commercial and Office space, Real Estate Funds and VC Funds - Development mode as well as Yield driven), 4. Private Equity, Commodities Fund, Offshore Investment Options (under LRS)5. Estate Planning, Creation of Trusts and Wills (Wealth Transition procedure) Show less

  • AVP & Senior Financial Advisor

    Apr 2016 - now

  • AVP, Senior Financial Advisor

    Apr 2016 - now
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  Entrust family office

  Jul 2018 - now

  Operationalizing a Family Office for the many UHNIs that Entrust calls clients requires combining multiple disciplines and independent advisory units into a comprehensive package. As part of my daily work, I oversee this aspect of Entrust in addition to ‘advising with empathy’, a term i coined for our brand of advisory that focuses on both the logical and emotional aspects of estate management.

  • Co-Founder & Director

    Jul 2018 - now

  • Director & Chief Operating Officer

    Jul 2018 - now