Experience

Urban Money
• India
• Financial Services
• 700 & Above Employee
• P&l head Urban money

  • May 2022 - Present


IDFC Bank

• India
• Financial Services
• 1 - 100 Employee

• Senior Manager

  • May 2016 - Present

• Senior Manager

  • May 2016 - May 2022



ING Vysya Bank

• India
• Banking
• 1 - 100 Employee

• WEALTH MANAGER

  • Dec 2010 - Present

  As a Wealth Relationship Manager. My job line is to acquire fresh clients for the company and garner wealth business through them and also manage existing clients as mapped by the company from time to time. In the capacity of relationship manager, I update and timely revisit my client’s portfolio depending upon the market condition. My method of advising clients is totally based upon the fundamentals of Financial Planning which includes risk profiling, asset allocation, portfolio restructuring and product advisory. The various products on which I have hands on are equity, debt, commodity, alternate asset products, Life and General Insurance and to build CASA balance through mapped clients. Show less



Aditya Birla Money

• India
• Investment Banking
• 1 - 100 Employee

• Wealth manager

  • Jan 2010 - Dec 2010

  I am currently working in the aforesaid company in the capacity of Wealth Relationship Manager. My job line is to acquire fresh clients for the company and garner wealth business through them and also manage existing clients as mapped by the company from time to time. In the capacity of relationship manager, I update and timely revisit my client’s portfolio depending upon the market condition. My method of advising clients is totally based upon the fundamentals of Financial Planning which includes risk profiling, asset allocation, portfolio restructuring and product advisory. The various products on which I have hands on are equity, debt, commodity, alternate asset products, Life and General Insurance and to build CASA balance through mapped clients. Show less



Aviva Life Insurance Company

• India
• Banking
• 1 - 100 Employee

• Bancassurance

  • Dec 2006 - Jan 2009

  I worked in the company as Financial Planning Consultant under the bank assurance profile in tie up with ABN AMRO Bank. Under this capacity, I drove insurance business from the premium channel of the bank called VGPB. Apart from driving business, I managed MIS and provided training to the RM enabling them understands the various changes in life insurance products if any.

• banca

  • 2006 - 2009


ABN AMRO Bank N.V.
• Netherlands
• Banking
• 700 & Above Employee
• banca

  • 2006 - 2009

Royal Bank of Scotland
• Banking
• 1 - 100 Employee
• Banca

  • 2006 - 2009

ICICI Bank
• India
• Banking
• 1 - 100 Employee
• relationship manager EDC

  • 2005 - 2005