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Assessing your cultural and operational fit
Senior Finance Manager with 9+ years in Private Client Group & Wealth Management
A value-driven professional with over 9 years of insightful experience in the Financial Sector, credited with devising and executing highly effective business strategies and solutions. An all-rounder blending leadership skills with sound business practices to achieve growth and profitability. Skilled planner, strategist, and implementer with a track record of consistently attaining and over-delivering business targets through customer base development, cross-selling, and service improvements. Expertise in financial products including Mutual Funds, AIF, PMS, Fixed Income, and Structure Products. Strong understanding of market volatility, ensuring client interests are safeguarded. Recognized and rewarded by HDFC Securities, Deutsche Bank, Bank of Baroda, and DBS Bank for consistent TOP PERFORMANCE.
Shinghad College (SKNCOE), Pune
MBA · Finance
August 1, 2016 – June 30, 2016
Annada College, Hazaribagh
B. Com · Honours
August 1, 2012 – June 30, 2012
Annada College, Hazaribagh
12th
June 1, 2009 – May 31, 2009
IIFL Capital
Assistant Vice President (Team Lead)
August 1, 2025 – December 31, 2025
India
Neo Wealth and Assets Management
Assistant Vice President (Team Lead)
February 1, 2025 – July 31, 2025
India
DBS Bank
NRI Treasurer Relationship Manager (Associate)
March 1, 2024 – February 28, 2025
India
IndusInd Bank
Branch Manager (Assistant Vice President) (Team Lead)
August 1, 2023 – March 31, 2024
India
Bank of Baroda
Senior Relationship Manager (Senior Manager)
March 1, 2021 – July 31, 2023
India
Deutsche Bank
Sales Manager (Private & Commercial Clients) (Team Lead)
March 1, 2019 – March 31, 2021
India
HDFC Securities
Relationship Manager
May 1, 2016 – July 31, 2018
India
NISM-Series-5A-Mutual Fund Distributors Certification (e-CPE Program by NISM)
NISM
May 1, 2026 – Present
IRDA Certified
IRDA
May 1, 2026 – Present
NISM-Series-VIII: Equity Derivatives Certification (e-CPE Program by NISM)
NISM
May 1, 2026 – Present
CFA Pursuing
Unknown
May 1, 2026 – Present
CWM Pursing
Unknown
May 1, 2026 – Present
Cultural Fit Analysis
The candidate's diverse experience across multiple reputable financial institutions (HDFC Securities, IIFL Capital, IndusInd Bank, Deutsche Bank, Bank of Baroda, DBS Bank, Neo Wealth) showcases adaptability and a broad understanding of various corporate cultures and operational models within the finance sector. Their consistent progression into team lead and managerial roles, coupled with a focus on client satisfaction and revenue generation, suggests a results-oriented and collaborative mindset. The recognition for 'TOP PERFORMANCE' at multiple organizations further reinforces a strong cultural fit for high-performing financial environments.
Soft Skills & Operational Fit
The candidate demonstrates strong soft skills in relationship management, client-centric communication, team leadership, strategic thinking, and business development. Operationally, they are well-versed in managing P&L statements, executing branch strategies, mobilizing liabilities, cross-selling diverse financial products, and implementing business strategies for sustained revenue growth. This indicates a hands-on, results-driven approach to financial operations and team management.