CA Premal K Desai
Chief Executive Officer at Torus Private Wealth- Claim this Profile
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Bio
Experience
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Torus Private Wealth
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India
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Investment Management
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1 - 100 Employee
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Chief Executive Officer
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Sep 2023 - Present
Mumbai, Maharashtra, India Private Wealth and Family Office
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IDFC FIRST Bank
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India
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Banking
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700 & Above Employee
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Zonal Head West and East Zone
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Jan 2023 - Sep 2023
Mumbai, Maharashtra, India
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Zonal Head
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Aug 2021 - Feb 2023
Mumbai, Maharashtra, India West - Private Banking Group
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Senior Vice President - Regional Head West Private Banking
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May 2019 - Aug 2021
Mumbai, Maharashtra, India
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SMARTOWNER SERVICES INDIA PRIVATE LIMITED
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India
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1 - 100 Employee
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Zonal Manager Channel Sales
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Feb 2018 - Feb 2019
Mumbai, Maharashtra, India www.smartowner.com
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YES BANK
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India
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Banking
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700 & Above Employee
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Executive Vice President Branch banking
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Aug 2016 - Feb 2018
Mumbai Area, India
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Regional Manager - Priority banking - Gujarat and MP
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Apr 2014 - Jul 2016
Ahmedabad, Gujarat
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Vice President and Circle Manager - Priority Banking - Emerging Markets
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Apr 2013 - Mar 2014
Mumbai Area, India Would be reasonsible for launching of Priority Banking business in Emerging Markets across the country. Initiating recruitment and set up of the business at the on set, followed by running the entire business for Priority Banking in these locations. Would be reasponsible for Business Budgets on all the Banking products and reasponsible for delivery on business budgets and P and L for these locations across the country.
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Vice President & Area Manager (Cluster Head) Branch Banking
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Apr 2011 - Mar 2013
Mumbai Area, India Responsible for the Business, P & L and Compliance of 8 branches in Western Suburbs of Mumbai. Handling Challenging branches for Mumbai and given the responsibility to turn around and build these branches to their potential on CASA and TD top lines and build profitable streams of sustainable revenue.
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Associate Vice President & Branch Head
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Sep 2009 - Apr 2011
Mumbai Area, India
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Regional Wealth Head
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Jun 2008 - Aug 2009
Ahmedabad , India Heading the Investment and Insurane Counsellors channel for Gujarat and MP based out of Ahmedabad. Managing a team of 6 ICs across the geography. The ICs were reasponsible for empowering and enabling RMs to get Investment and Insurance business for 6 branches located in the 2 states.
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Citigold Relationship Manager
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Jun 2007 - Jun 2008
Catering to Investment Advisory to HNI based out of Bahrain, Kuwait and Qatar. Providing clients with Investment solutions on a global basis across asset classes and markets.
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Citigold Select Portfolio Counsellor
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Sep 2006 - Jun 2007
Citigol Select Portfolio Counsellor based in Bahrain and catering to cllients based in Bahrain, Kuwait and Qatar. Responsible for creating and monitoring portfolios for CG Select clients , advising them on market trends , asset performances and creating a befitting asset allocation model. Enabling and facilitating clients take strategic and tactical calls on portfolio depending on movements in macro economic factors
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Senior Manager - Mumbai Sales
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Jun 2005 - Aug 2006
Mumbai Area, India Reasponsible to building the PMS book for the territory of Mumbai Driving Sales through Banking and IFA channels and sourcing business by direct interaction with Ultra HNIs. Sharing the investment philosophy and mind sharing with the Investors of the core fund management team.
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Senior Dealer
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Jun 2003 - Jun 2005
Broking of Bonds in Wholesale Debt Market Segment in Mumbai. Handling Institutions of the likes of MNC Banks, Private Sector Bank, Mutual Funds and interacting with their treasury head and dealers for facilitating deals in WDM segment Identifying and sharing arbitrage opportunities of yield differential arising out of matuirity variance in Bonds
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Investmentz
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India
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Capital Markets
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200 - 300 Employee
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Dealer
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Jan 2001 - May 2003
Dealer in Wholesale Debt Market Segment in Mumbai. Handling Banks and Mutual funds and dealing with traders and treasury heads for facilitating bulk deals
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