Competent, results-focused leader studied at IIM CALCUTTA with 19+ yrs. of experience in Multinational and Indian Banks, Currently working with Nuvama Wealth as an Associate Director (Regional Head ) PUNE. Experienced Investment Banking Specialist with expertise in financial planning, investment strategies, and asset management for high-net-worth individuals and families. Adept at providing tailored financial solutions, risk management, and tax-efficient strategies to optimize portfolio growth and preserve wealth. Proven ability to build long-term client relationships through exceptional advisory services and market insights.
Knowledgeable about Service standards and winning strategies. Expertise in customizing approaches to fit the businesses, markets and target customers. Tireless Account Manager Skilled at working with Ultra High Net worth accounts with extensive knowledge of Customer Service and Key Accounts. Proven history of maintaining relationships with existing accounts while increasing revenue through new ones.
Professional leader with extensive experience in driving strategic initiatives and fostering effective team collaboration. Strong background in project management, budget oversight, and stakeholder engagement, ensuring organizational goals are met efficiently. Known for adaptability, reliability, and focus on achieving impactful results. Skilled in leveraging data-driven insights, optimizing processes, and mentoring teams to excel in dynamic environments.
