Experienced Investment Professional with a well-seasoned Product and Advisory background with rich and diverse experience of over 20 years in Banking & Capital markets. Strong understanding of all the areas of Capital Markets, Mutual Funds, Wealth Management and Banking Consummate professional with well honed expertise in Investment Advisory, Product Research & Analysis, Wealth & Portfolio management. Possess strong Market knowledge with deep understanding of Regulatory frame work, sets high standards of business ethics & values. Highly motivated, positive and goal-oriented, with demonstrated professionalism, attention to detail, highly developed analytical faculties as well as the ability to build / lead effective Teams. Profit focused with excellent track record of driving business operations to profitability in start up, turn around, and high growth situations.
Hi, I’m
Amit Pamecha
Investment Management
Mumbai
Summary
Overview
25
years of professional experience
1
Certification
Work History
Kotak Mahindra Bank
Associate Director
02.2021 - Current
Job overview
- Led teams of up to Number personnel, supervising daily performance as well as training and improvement plans.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Mentored junior staff members, providing guidance on professional development opportunities and career progression paths within the company.
- Maintained compliance with industry regulations while adapting to changes in legislation or best practices as needed.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Maintained compliance with regulatory requirements while executing investment strategies, ensuring adherence to ethical standards and industry best practices.
- Collaborated with colleagues to optimize investment strategies, sharing market insights and expertise.
- Leveraged technology solutions to improve portfolio tracking, analysis, and reporting functions.
- Developed strong relationships with clients through regular communication and updates on portfolio performance.
- Continuously updated industry knowledge by attending conferences, workshops, and networking events to stay current on market trends.
- Presented investment opportunities to potential clients during sales pitches, securing new business for the firm.
- Provided guidance to junior team members, fostering a culture of professional development and growth within the firm.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions.
Motilal Oswal Wealth Management
Senior Vice President
02.2019 - 11.2020
Job overview
- Financial Management- Effectively manage revenues, expenses and asset quality
- Perform Sales activities to develop new relationships with high-net-worth Individuals and Corporates
- Work Collaboratively to develop new business & product opportunities and proactively share insights and ideas to everyone, maintain relationship with AMCs and external stake holders
- Develop and maintain highly effective working relationships with all business partners
- Create, maintain and execute a Client Account Plan for each High Priority connection
- Strong Capital Markets, Advisory & Product Research background
Standard Chartered Bank -Investment Services
Associate Director
09.2007 - 01.2019
Job overview
- Strategy: Building the Investments Business to achieve the leadership position
- Build and implement regional product strategies
- Involved in conceptualizing, planning, implementing and monitoring of winning business strategies to drive growth in business volumes
- Tracking new products in the market and updates on existing competitors- products and proactively identifying the opportunities in both, debt and equity to position/launch products to suit the customer need
- Product Management: Ensure customers view Wealth Advisory as a complete value proposition with innovative and competitive products; suggest innovative product bundles to the product team based on market needs
- Having exposure to Equities, Mutual Funds, Structured Notes, Private Equity, REIT, Insurance and Fixed income Products
- People Management: Provide guidelines, pre-sales support, review activities for effective and inspirational leadership to sales & relationship teams
- Work closely with the product team on various aspects of products and helping the sales teams to generate business
- Technology & Compliance - Ensure the implementation of appropriate systems and operational processes
- Ensure Adherence of regulatory law and compliance at all levels
- Worked with Operations and compliance teams towards digitalization of Wealth Management Platform
- Have fair understanding of regulatory aspects of investments business
ICICI Bank Ltd – Private Banking
Relationship Manager
09.2006 - 09.2007
Job overview
- Acquisition: Managing overall business operations with key focus for increasing revenues while identifying new business opportunities in the sticky money verticals of the local market
- Acquire quality client relationships, HNIs & Semi-Corporate, that helps in building a quick & strong revenue stream for the organization
- Relationship Management: Relationship Management with significant clients to ascertain rendering of quality service and collate feedback on product performance to recommend product improvisations
- Provide prompt and superior support to the clients in the designated territory to build market credibility
- Deal with HNW Clients and building personal relationships with clients for future prospects
- Manage the customer transition with utmost sensitivity
Zuari Investments Ltd
Area Manager
01.2000 - 08.2006
Job overview
- Business & Franchise Building: Taking care of respective territory, achieving Primary and Secondary Sales targets
- Explore New Markets and segments, appointing channel partners
- Assigning and monitoring of sales targets
- Devising and implementing strategies for overall sales growth
- Provide support to the Channel partners and making efforts to Increase revenue
- Mutual Fund Distribution - Started the MF distribution in 2003 and has tied up with all major AMCs to take their products to clients of ZIL, were among few early adopters and has done remarkably well in mobilizing the funds
- Demat & Trading: Involved and gained in depth knowledge of Depository System, handled pool accounts, corporate actions and settlement systems
- Derivatives: Well versed with the derivatives trading and exposed to derivative trading strategies
- Merchant Banking: Worked closely with central products team for IPOs, Private Placements and Corporate Advisory Services
Education
Indian School of BusinessHyderabad
Certificate Program in Financial Leadership
University Overview
IBMR, Devi Ahilya UniversityIndore
MBA (Finance)
University Overview
Online Computer InstituteIndore
Diploma in Computer Applications
University Overview
MPPG College, MLS UniversityUdaipur
B.SC from Mathematics
University Overview
Skills
Investment Advisory
Affiliations
Affiliations
- JITO, Patron Member
- Junior Chamber International, Trainer
- Financial Intermediaries Association of India (FIAI), Led Project Arthik Gyan in 2014
Passportnumber
Passportnumber
K8385208Personal Information
Personal Information
Date of Birth: 02/14/76Summary
Summary
20, Banking & Investments, Experienced Investment Professional with a well-seasoned Product and Advisory background, Strong understanding of Capital Markets, Mutual Funds, Wealth Management and Banking, Expertise in Investment Advisory, Product Research & Analysis, Wealth & Portfolio management, Strong Market knowledge with understanding of Regulatory framework, Highly motivated, positive and goal-oriented, Profit focused with excellent track record in business operationsCertification
Certificate in Financial Leadership- IIM Ahmedabad
Timeline
Certificate in Financial Leadership- IIM Ahmedabad
12-2022
Associate Director
Kotak Mahindra Bank
02.2021 - Current
Senior Vice President
Motilal Oswal Wealth Management
02.2019 - 11.2020
Associate Director
Standard Chartered Bank -Investment Services
09.2007 - 01.2019
Relationship Manager
ICICI Bank Ltd – Private Banking
09.2006 - 09.2007
Area Manager
Zuari Investments Ltd
01.2000 - 08.2006
Indian School of Business
Certificate Program in Financial Leadership
3 2016
IBMR, Devi Ahilya University
MBA (Finance)
1 1999
Online Computer Institute
Diploma in Computer Applications
1 1997
MPPG College, MLS University
B.SC from Mathematics
1 1996
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