Founder & CEO

• Feb 2022 - Present

Associate Director - Incred Wealth

• Aug 2020 - Jan 2022

Partner - Product & Investment Advisory

• Mar 2019 - Aug 2020

I was working as a Product Manager, Investment Counsellor as well as a Relationship Manager. As a Product Manager - responsible to design the value preposition for the Business, investment & sales strategy, Ensure timely update on market, product & strategy as per the market situation. As an Investment Counsellor - I accompany my Sales Team for a client meeting and as Relationship Manager - I am managing my own set of HNI & Ultra HNI client acquired by me I was working as a Product Manager, Investment Counsellor as well as a Relationship Manager. As a Product Manager - responsible to design the value preposition for the Business, investment & sales strategy, Ensure timely update on market, product & strategy as per the market situation. As an Investment Counsellor - I accompany my Sales Team for a client meeting and as Relationship Manager - I am managing my own set of HNI & Ultra HNI client acquired by me

Assistant Vice President - Investment Counsellor

• Sep 2016 - Mar 2019

Managing a region, with 5 wealth Hubs, along with 6 Relationship Manager and 3 Acquisition Manager, Working closely with RMs for client investment, Risk Profiling, periodic portfolio review. Taking sessions on Retirement Planning & Financial Planning in SBLC (State Bank Learning Centre), BARC (Bhabha Atomic Research Centre), RCF (Rashtriya Chemical & Fertilizers Ltd), Tata Power etc. Managing a region, with 5 wealth Hubs, along with 6 Relationship Manager and 3 Acquisition Manager, Working closely with RMs for client investment, Risk Profiling, periodic portfolio review. Taking sessions on Retirement Planning & Financial Planning in SBLC (State Bank Learning Centre), BARC (Bhabha Atomic Research Centre), RCF (Rashtriya Chemical & Fertilizers Ltd), Tata Power etc.

Chief Manager - Stressed Asset Acquisition Team

• Oct 2014 - Sep 2016

Acquiring Assets: Acquiring stressed financial assets from Bank and Institutions post assessing the value recoverable from such asset Managing Banking Relationship: Maintaining relationship with Banks for easy access to data whenever required. Resolving queries with Bank faced during acquisition of portfolio and queries raised by operation team while carrying out resolution for sold npa accounts. Acquiring Assets: Acquiring stressed financial assets from Bank and Institutions post assessing the value recoverable from such asset Managing Banking Relationship: Maintaining relationship with Banks for easy access to data whenever required. Resolving queries with Bank faced during acquisition of portfolio and queries raised by operation team while carrying out resolution for sold npa accounts.

Privy Relationship Manager

• Dec 2011 - Feb 2014

Supervising and undertaking meets with HNI customers, managing their funds, exercising controls and building customer relationship. Revenue Generation; Developing new and expanding existing High Net worth Customer relationships of a branch. Maintaining complete relationship record for assigned customer account Supervising and undertaking meets with HNI customers, managing their funds, exercising controls and building customer relationship. Revenue Generation; Developing new and expanding existing High Net worth Customer relationships of a branch. Maintaining complete relationship record for assigned customer account

Financial Advisor – Relationship Manager

• Dec 2009 - Nov 2011

Managing Banking and Investment Relationship of a HNI Customers of a Bank by providing Banking and Investment solutions with the objective of strengthning their relationship with the Bank Planning and organising promotional activities of the Bank. Planning coordinating and hosting a CSR events of the Bank. Achievement: I got promoted from Financial Partner to a Financial Advisor position, within a short span of one and a half year Managing Banking and Investment Relationship of a HNI Customers of a Bank by providing Banking and Investment solutions with the objective of strengthning their relationship with the Bank Planning and organising promotional activities of the Bank. Planning coordinating and hosting a CSR events of the Bank. Achievement: I got promoted from Financial Partner to a Financial Advisor position, within a short span of one and a half year