Experience

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  Guardian Capital Investment Advisors Pvt. Ltd.

  • Hyderabad Area, India

  • Senior Partner

    • Apr 2021 - Present
    • Hyderabad Area, India

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  Guardian Capital Investment Advisors Pvt. Ltd.

  • Hyderabad Area, India

  • AVP Financial Planning Division

    • Apr 2018 - Aug 2019
    • Hyderabad Area, India

    GCIA advantage - having a Centralised family office approach to take care of all our client needs.

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  Principal Retirement Advisors, Hyderabad

  • Financial Planner

    • Mar 2013 - Aug 2016

    Assisting people to design, implement, monitor and evaluate their customised Financial plan. Working with them right through the plan, and guiding them to make the right financial decisions.My interactions typically:Begin with understanding their "current situation - income & expenses, assets & liabilities"Next, my client dares to share and pen down all the dreams and goals. Dares because one is then committing oneself to achieving it.Finally, our client shares their unique "way of thinking" through our risk profiling.All of this helps us to design a unique "road map" to start their journey of Financial Freedom with courage & confidence.

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  TalentSprint

  • Hyderabad Area, India

  • Consultant - BFSI Training

    • 2010 - Aug 2011
    • Hyderabad Area, India

    Skills development - the single key which sustains industry is the area I choose to specialise in at TalentSprint. Focus is to facilitate skill development through training programs and workshops in Banking related areas.Our training extends from entry level freshers to all interested professionals in developing their knowledge based in Banking and IT.Like assisting a fast growing private sector bank to recruit and train an enthusiastic team of credit officers or cross training a team of IT professionals in banking.

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  eServe International Ltd. (Citigroup Co.)

  • Mumbai Area, India

  • Head, Telecollections

    • 1998 - 2004
    • Mumbai Area, India

    * Rolled out nationwide telecollections of the Channel Finance portfolio. Channel finance was the first of its kind products launched in India in 2000, by lending loans against current assets without any collateral. Essentially, collections = account management.* Prior to this, oversaw a team of 12 loan executives for mortgages and personal loans. Responsible for Credit appraisals of retail loans and Credit Administration of the Community banking portfolio for Citibank N.A., Mumbai.

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  Gujarat Lease FInancing Ltd.

  • Mumbai Area, India

  • Head, Liabilities and Deposits (Mumbai region)

    • May 1995 - Nov 1998
    • Mumbai Area, India

    Joining in as a Management trainee in Corporate lending and then moved into Liabilities. Deposits and liabilities is the petrol for all financial services companies. Mumbai being one of the largest single locations for funds raising, I had the pleasure of overseeing raising deposits from Mumbai, interior Maharashtra and Goa, building and strengthening a strong distributor network. Making sure that the GLFL brand delivered its value in services.