Experience

• 

  Indiabulls group

  Feb 2005 - Apr 2006

  Relationship manager
• 

  Hdfc bank

  May 2006 - Jul 2007

  Investment advisor, private banking group

  Was recruited as an Investment Cousellor. The key responsibilities were to expand the Third Party Product business in the bank. The role involved interacting with the Branch managers as well as the front end sales team and drive the TPP business. ICs were the knowledge hub for the location hence continuous knowledge upgradation was extremely important. As the Investment Cousellor have travelled to various onshore as well as offshore locations to attend various training programs and seminars.On successful completion of the stint as an IC, as a gradual progression was promoted as an Investment Advisor, Private Banking. As an IA the primary responsibility was to act as an Investment Advisor for the top client segment of the bank. Analyse, Recomend and Monitor the clients portfolio on a regular basis, The focus was primarily in MFs, Equities, Insurance, VCFs and Real Estate Funds. Was amongst the most successful advisors during the short stint as an IA. As an acknowlegment of the performance was nominated for a traning program in Jakarta. Show less

• 

  Rbs

  Aug 2007 - Aug 2010

  Investment counsellor

  Custodian of the Investment Business in the bank. Key resposibilities were to review the clients portfolio and advise them basis their risk profile. It included indepth portfolio analysis to make the client understand whether it is in line with his risk apetite. Recomending and monitoring the portfolio on a regular basis was of utmost importance to not only help the client reach his desired financial goal but also to ensure that there is no deviation from the risk profile and hence no mis selling.It was a mandate to interact with the industry interface and manufacturers to get the market knowledge as well as product ideas. To attend various seminars and training programs to keep pace with the market intelligence. As a part of the job, have travelled to offshore locations on various traning programs which included a traning on "Chinese Equities" held in Beijing. Travelled across the country and attended various Investment Conferences.Was also a part of a 2 member team being sent to IIM, Bangalore for an excutive training program on company sponsorship. Show less

• 

  Religare private wealth

  Sept 2010 - Dec 2014

  The primary responsibility was to manage key Ultra HNI relationships and their wealth across various asset classes starting from Equity, Debt, Currencies, Derivatives, Real Estate, Commodities etc. It involved indepth analysis of the client's portfolio and realign it to their risk profile. Review the portfolio on a regular basis and help the client achieve his financial goals.Also had been actively involved in various inhouse projects to develop the products and the services in offer. This includes remodeling of the advisory set up and the IT support related to it. To increase the product suite and include more exotic HNI client centric product offering. Talk to the manufacturers and get market information and knowledge on the latest trends and ideas across the globe. Regularly participated in various seminars and traning programs. Show less The core responsibity was to build Assets under Management by managing wealth of HNI clients. Advisory and prudent Financial Planning being the two key vectors to manage these HNI portfolios. Timely review and rebalancing to ensure the client meeting his desired financial goal.Coming from an advisory background, was an active member of the investment committe that structured the "Investment Plan", a tool to review the client's protfolio and recomend basis his risk profile.Took up CFP and cleared it to be able to advice clients relating to Financial Planning, Investment Planning, Insurance Planning, Retirement Planning and Estate Planning. Show less

  • Vice President - Private Clients

    Apr 2013 - Dec 2014

  • Associate Vice President - Private Clients

    Sept 2010 - Mar 2013
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  Cognizant

  Dec 2014 - Jul 2018

  Manager - quality engineering & assurance

  Managing a team of QA analysts for the Insurance QE&A. Responsible for the Knowledge Transition as well as overall delivery of the project as per the time lines. The core responsibilities include team management, creation, and maintenance of knowledge repository, financial modeling, business development activities, coordinating with the onsite counterpart and ensure smooth delivery of the projects. Shoulder the additional responsibility of being the SME in the BFS & I segment for Quality Engineering & Assurance division. As a Certified Scrum Master (CSM) has the additional responsibility of guiding the scrum teams for the projects running in AGILE mode. Show less

• 

  360 one wealth

  Jul 2018 - now

  Manage portfolios of UHNI families across multiple products and asset classes, with a focus on Advisory. Managing more than 6.5 billion INR assets of top Ultra HNI families, based out of Kolkata, Delhi, Bhubaneswar Guwahati, Singapore, UK and Dubai. With close to 2 decades of experience in wealth management, adept in dealing with different products and services offered under the private banking platform, starting from Equities, MFs, AIFs, Structures, PMSs, Bonds, ZCBs, Debentures to LRS, Global Investments as well as Estate Planning. Responsibilities include managing UHNI portfolios and advising them on their wealth across the entire wealth product spectrum starting from Stocks, Bonds, Debentures, Mutual Funds, AIFs, VCFs, REIT, etc. Advice clients with financial planning and estate planning to help them achieve their life goals and ensure seamless succession.

  • Partner

    Aug 2023 - now

  • Principal

    Jul 2022 - Aug 2023

  • Associate Principal

    Jul 2018 - Jul 2022