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Rohan Kapoor

Rohan Kapoor

Intern

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location of Rohan KapoorDelhi, India

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  • Timeline

  • About me

    Associate Partner - Centrum Wealth | Certified Private Wealth Manager

  • Education

    • D.A.V Public School

      1994 - 2007
      Commerce, Maths + Economics

    • Kurukshetra University

      2007 - 2010
      B.com

    • IILM University, Greater Noida

      2010 - 2012
      Post Graduate Diploma in Management PGDM, Finance & Marketing

      Activities and Societies: 1) Member of SCoP (Student Committee on Placements) 2) Member of IAA (IGSM Alumni Association)

  • Experience

    • Geojit Financial

      May 2011 - Jun 2011
      Intern

      Research project on “Mutual Fund Analysis and Consumer Behaviour” to analyse the Mutual Fund schemes by different Asset Management Companies. Study of Consumer Behaviour to understand pros and cons of the initiatives and what are the problems faced by the Industry.

    • HDFC Bank

      Jun 2012 - Aug 2015

      I worked with HDFC Bank where my Job Role was majorly dealing with HNW clients to meet the annual income target.I had consistently met income targets and succeeded in maturing my Portfolio. I have been consistently achieving A rank in quarter listings.

      • Imperia Relationship Manager

        Apr 2014 - Aug 2015

      • Preferred Relationship Manager

        Jun 2012 - Mar 2014

    • Kotak Mahindra Bank

      Sept 2015 - Dec 2015
      NR Relationship Manager

    • ICICIdirect

      Dec 2015 - Oct 2018

      • Senior Financial Advisor - Private Wealth Management

        Apr 2018 - Oct 2018

      • Financial Advisor - Private Wealth Management

        Dec 2015 - Mar 2018

    • Reliance Capital | Reliance Group

      Oct 2018 - Apr 2019
      Associate Director

    • TrustPlutus

      Apr 2019 - Feb 2021
      Deputy Director - Client Relations

    • Centrum Wealth

      Feb 2021 - now
      Associate Partner

  • Licenses & Certifications

    • Certified Private Wealth Manager

      CIEL - Center For Investment Education and Learning
      Nov 2022