Manish Talwar, CFA

Chief Executive Officer at Goalstox
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN

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5.0

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Monappa N

Manish is a fine tuned sales professional with an incredible breadth of knowledge and expertise in financial services.He put his "business first" orientation to good effect in the succesful launch of "Citi business banking" during his stint as product head .He leads from the front ,and the success of his sales team is testimony to his fearless leadership.

Sundeep Yashroy

Manish joined me in building our franchise in Citi Jaipur and quickly proved himself as an aggressive sales professional. His never say die attitude is infectious and he is a great team player too. Manish leads from the front and will excel in sales and product roles. I wish him the best in his future endeavours.

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Credentials

  • CFA
    CFA Institute (USA)

Experience

    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • May 2022 - Present

      We are working on financial inclusion through wealth creation for masses with simple products and do-it-yourself investments planning. We believe simple planning, simple products and simple online execution can help non-HNIs/ Salaried/ B30/ Non-HNI NRIs/ rural investors create wealth. We are working on financial inclusion through wealth creation for masses with simple products and do-it-yourself investments planning. We believe simple planning, simple products and simple online execution can help non-HNIs/ Salaried/ B30/ Non-HNI NRIs/ rural investors create wealth.

  • Questionbox Technologies
    • Mumbai, Maharashtra, India
    • Chief Executive Officer
      • Dec 2019 - Apr 2022

      We have launched our EdTech arm already, and we are now in process of launching our WealthTech arm soon. From technology to finance, these are our most exciting times. We have launched our EdTech arm already, and we are now in process of launching our WealthTech arm soon. From technology to finance, these are our most exciting times.

    • India
    • Banking
    • 700 & Above Employee
    • Senior Director
      • May 2016 - Dec 2019

      National Head for corporate Salary. Zonal Head for branch network, business banking banking and liability business for west. National Head for corporate Salary. Zonal Head for branch network, business banking banking and liability business for west.

    • India
    • Financial Services
    • 700 & Above Employee
    • Sr Vice President and Area Director
      • Jan 2000 - Apr 2016

      Joined citi in the year 2000, and managed various roles as I grew in the organisation. Most recent assignment was as Area Director, Sales and Distribution. I was responsible for distribution of all consumer bank products through a large in-house team of bankers, and also third party channel partners, spread across South India (and previously) Maharashtra and Gujarat. The products segments included commercial banking segment, mass affluent segment and affluent segments ( Citigold, Commercial banking, Citibanking accounts, Credit cards, personal loans and mortgage). Show less

    • Instituional Liability Acquisition
      • Apr 1999 - Dec 2000

      State Head (Rajasthan) for sourcing Institutional liability for ICICI Ltd. State Head (Rajasthan) for sourcing Institutional liability for ICICI Ltd.

    • Corporate Finance
      • Mar 1996 - Mar 1999

      Corporate finance head, Rajasthan. Corporate finance- Delhi Corporate finance head, Rajasthan. Corporate finance- Delhi

Education

  • CFA, USA
    2011
    2011 - 2011
  • Maharshi Dayanand Sarswati University
    MBA
    1995 - 1997
  • Manipal Institute of Technology
    Engineering, Civil
    1988 - 1992
  • Kendriya Vidyalaya

Community

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