Raj Navneeth MB
Chennai
Summary
Raj is a Capital Markets and Wealth Strategy expert with a global edge in alternative investments and private banking. Specializing in private equity, venture capital, hedge funds, and real assets, he crafts bespoke solutions for HNWIs, family offices, and institutions. A alumnus of Hult International Business School Boston(USA) , Raj thrives in high-stakes environments, leading diverse teams, and turning challenges into opportunities with a sharp, strategic mindset.
Overview
3
3
years of professional experience
Work History
Vice President Capital Markets & Wealth Strategy
Alfa Global Wealth Advisors
09.2024 - Current
- Leading the Alternative Investments, Private Equity (PE), and Curated PMS division, delivering tailored investment solutions for UHNWIs and institutional clients.
- Structuring, advising, and managing bespoke alternative investment products, including AIFs (Category I, II & III), hedge funds, and venture capital investments, aligned with client goals and market trends.
- Developing and executing multi-asset wealth strategies across equities, structured products, fixed income, and offshore investments for optimized returns.
- Forging strategic alliances with AMCs, private banks, and global platforms to enhance investment access and portfolio diversification.
- Conducting due diligence and risk assessment while ensuring seamless regulatory compliance for high-value investments.
- Expanding and strengthening HNWI, Family Office, and Institutional Investor relationships while leading capital market initiatives, including syndicate funding and SME pre-IPO advising & identification.
- Advising on financial structuring, co-investments, and customized portfolio allocations to maximize wealth creation.
- Mentoring and guiding wealth advisors on advanced investment strategies, macroeconomic trends, and alternative asset classes.
Yes Premia Business & Wealth Relationship Manager
Yes Bank
02.2022 - Current
- Managed Portfolio Size of 96 cr with 203 clients
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Worked with different AMCs and have sold different TPP products such as PMS,AIF,MF suiting the clients needs
- Awarded League Of Extraordinaire 7x times by Country Head Yes Bank
- Grew CASA book value by 172% till date and FD book by 186%
- Developed personal rapport with each client for continued customer loyalty and establish long-term accounts
- Identified cross and up-sell opportunities with new & existing clients exceeding KPIs by 18% in Q2 and 36% in Q3 and 73% in Q4
- Evaluated various clients company financials to secure working capital, OD facilities, LRD, business loans, LAP,FCY & ECB etc
- Liaised with Trade and Forex teams and acquired high value Tfx accounts generating large revenues.
- Won different international trip to Europe, Krabi , Singapore by achieving individual TPP revenue targets
- Kept client financial plans optimized for current market trends and economic conditions
- Expanded customer base through community outreach and strategic business partnerships like BNI , Manufacturing Associates , Social Clubs and Events and references from existing HNIs
- Diversified the existing portfolio by bringing in HNI and Ultra HNI from different industries, business backgrounds
- Been a pillar of support in wining back clients to Yes Bank which was lost during the moratorium
Education
Master in International Marketing -
Hult International Business School
Boston, MA, USA2020
Master in International Business - International Business
Hult International Business School
Boston, MA, USA2019
Master of Business Administration - Marketing And Logistics
Amity Global Business School
Chennai,India 2018
Bachelor of Business Administration - Marketing
Amity Global Business School
Chennai,India2016
Skills
- Alternative Investments & Private Equity (AIFs, Hedge Funds, Venture Capital)
- Portfolio Management & Asset Allocation
- Capital Markets & Syndicate Funding
- Financial Structuring & Risk Assessment
- HNW & Ultra-HNW Client Advisory
- Strategic Partnerships & Business Development
- Investment Due Diligence & Market Analysis
- Trade & Forex
- Regulatory Compliance & SEBI Guidelines
- Client Acquisition & Relationship Management
- Structured Lending & Working Capital Solutions
- Leadership & Wealth Advisory Mentorship
Timeline
Vice President Capital Markets & Wealth Strategy
Alfa Global Wealth Advisors
09.2024 - Current
Yes Premia Business & Wealth Relationship Manager
Yes Bank
02.2022 - Current
Master in International Marketing -
Hult International Business School
Master in International Business - International Business
Hult International Business School
Master of Business Administration - Marketing And Logistics
Amity Global Business School
Bachelor of Business Administration - Marketing
Amity Global Business School
Similar Profiles
Autumn LisoweAutumn Lisowe
Client Service Associate at Groeschl Wealth AdvisorsClient Service Associate at Groeschl Wealth Advisors
Dai MixsonDai Mixson
Financial Planning Analyst at Eventus Wealth AdvisorsFinancial Planning Analyst at Eventus Wealth Advisors
Sean MurraySean Murray
Analyst, Customer Service Rep at Provident Wealth AdvisorsAnalyst, Customer Service Rep at Provident Wealth Advisors