Summary
Overview
Work History
Education
Skills
Profile Strengths
Affiliations
Academics Professional Development
Personal Information
Certification
Timeline
Amit Pamecha

Amit Pamecha

Growth-Focused Investment Professional | Expert in Advisory, Fundraising & Strategic Scaling
Goregaon (E)

Summary

Experienced investment professional with over 25 years of diverse expertise across capital markets, wealth management, alternative investments, and banking. Brings a strong product and advisory foundation, coupled with deep knowledge of the regulatory landscape and a commitment to the highest standards of ethics and integrity. Known for a strategic and analytical approach, with a proven track record of leading teams, driving operational excellence, and delivering profitable business outcomes. Highly motivated, positive, and goal-oriented with a consistent focus on professionalism, precision, and performance.

Overview

25
25
years of professional experience
2
2
Certifications
2
2

Affiliations

Work History

Associate Director - Private Banking

Kotak Mahindra Bank
02.2021 - Current
  • Financial Management- Effectively manage revenues, expenses and asset quality
  • Perform Sales activities to develop new relationships with high-net-worth Individuals, Family Office and Corporate Treasuries
  • Formulating Investment Strategy and advising clients to effectively manage their portoflio
  • Using a consultative approach to provide tailored investment solutions across Equity, Fixed Income, Private Equity & Global Investments
  • Work Collaboratively to develop new business & product opportunities and providing solutions using Estate Planning & Family Office tools.

Senior Vice President

Motilal Oswal Wealth Management
02.2019 - 11.2020
  • Create, maintain and execute a Client Account Plan for each High Priority connection
  • Develop and maintain highly effective working relationships with all business partners
  • Strong Capital Markets, Advisory & Product Research background

Cluster Head - West

Standard Chartered Bank - Investment Services
09.2007 - 01.2019
  • 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.
  • 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: Leading team of Investment Specialists to effectively manage the business in the region, work collaboratively with the different part of bank to enhance the business
  • Technology & Compliance - Ensure the implementation of appropriate systems and operational processes. Ensure Adherence of regulatory law and compliance at all levels. Have fair understanding of regulatory aspects of investments business.

Relationship Manager

ICICI Bank Ltd - Wealth Management
09.2006 - 09.2007
  • 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.

Area Manager

Zuari Investments Ltd
01.2000 - 08.2006
  • 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.

Education

Certificate Program in Wealth Management -

IIM, Ahmedabad, India
12-2022

Program in Financial Leadership -

Indian School of Business, Hyderabad, India
10-2016

MBA (Finance) -

IBMR, Devi Ahilya University

B.SC - Mathematics

MPPG College, MLS University

Skills

Profile Strengths

  • 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, Wealth Management, Alternative Investments and Banking.
  • Consummate professional with well honed expertise in Investment Advisory, Product Research & Analysis & 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.

Affiliations

  • JITO, Patron Member, A Worldwide organization of Jain Community, set to achieve socio economic empowerment, value based education, community welfare, practice of compassion, spread of global friendship, & spiritual well being of fellow members.
  • Junior Chamber International, Trainer, An elite Group of Young Industrialists, Businessman and Professionals. Previously Held the position of Founder President of Jaipur Chapter, Zone Director - Business.
  • Financial Intermediaries Association of India (FIAI), Led Project Arthik Gyan in 2014, a national level project conducted, by FIAI for the benefit of underprivileged children.

Academics Professional Development

  • Certificate Program in Wealth Management, IIM Ahmedabad, 12/22
  • Certificate Program in Financial Leadership, Indian School of Business - Hyderabad, 03/16
  • MBA (Finance), IBMR, Devi Ahilya University, Indore, 1999
  • Diploma in Computer Applications, Online Computer Institute, Indore, 1997
  • B.SC (Mathematics), MPPG College, MLS University Udaipur, 1996
  • NCFM - AMFI (Advisor) Module

Personal Information

  • Passport Number: K8385208
  • Date of Birth: 02/14/76

Certification

Mastering Negotiation & Influence, Indian School of Business, Hyderabad

Timeline

Mastering Negotiation & Influence, Indian School of Business, Hyderabad

02-2025

Private Banker Executive Program, XLRI, Jamshedpur

10-2024
Associate Director - Private Banking - Kotak Mahindra Bank
02.2021 - Current
Senior Vice President - Motilal Oswal Wealth Management
02.2019 - 11.2020
Cluster Head - West - Standard Chartered Bank - Investment Services
09.2007 - 01.2019
Relationship Manager - ICICI Bank Ltd - Wealth Management
09.2006 - 09.2007
Area Manager - Zuari Investments Ltd
01.2000 - 08.2006
MPPG College, MLS University - B.SC, Mathematics
IIM - Certificate Program in Wealth Management,
Indian School of Business - Program in Financial Leadership,
IBMR, Devi Ahilya University - MBA (Finance),

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Amit PamechaGrowth-Focused Investment Professional | Expert in Advisory, Fundraising & Strategic Scaling