Amarjit Kumar

Co-Founder

Bengaluru, Karnataka, India18 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 21 years in investment banking and wealth management
  • Proven track record in deal-making and team leadership
  • Expertise in MSME loans and pre-IPO funding
Stackforce AI infers this person is a seasoned professional in Fintech and Wealth Management with strong investment banking expertise.

Contact

amarjit.kumar@zohomail.inLinkedIn

Skills

Core Skills

Investment BankingTeam ManagementVenture CapitalWealth Management ServicesInvestment ManagementPortfolio ManagementBranch ManagementSales And Marketing

Other Skills

Business Relationship ManagementClient RelationsCustomer Relationship Management (CRM)Customer ServiceEarned Wage AccessLife InsuranceManagementProblem SolvingReal Estate SalesRelationship BuildingResidential Real EstateStrategyTeam Leadership

About

- 21+ years in investment banking, VC, and wealth management - Proven track record in deal-making, team leadership, and scaling businesses - Expertise in MSME loans, pre-IPO funding, and financial advisory #InvestmentBanking, #VentureCapital, #WealthManagement, #MSME Loans, #PreIPO Funding

Experience

Merlot ventures private limited

Co-Founder

Mar 2023 – Present · 3 yrs · Bangalore Urban, Karnataka, India · On-site

  • Fin-Tech | Private Equity | Pre-Series A Fund Raise | Early Stage Tech Companies
Investment BankingTeam Management

Qi ventures

Vice President Investment Banking

Dec 2020 – Feb 2023 · 2 yrs 2 mos · Bangalore Urban, Karnataka, India · On-site

Venture CapitalInvestment ManagementInvestment BankingTeam Management

Kotak mahindra bank

2 roles

Chief Manager

Sep 2016 – Dec 2020 · 4 yrs 3 mos · Bangalore Urban, Karnataka, India · On-site

Business Relationship ManagementRelationship BuildingClient RelationsInvestment ManagementPortfolio ManagementWealth Management Services

Senior Manager

Oct 2014 – Mar 2016 · 1 yr 5 mos · Bangalore Urban, Karnataka, India · On-site

Business Relationship ManagementInvestment ManagementWealth Management Services

Square yards uae

Senior Portfolio Manager

Mar 2016 – Sep 2016 · 6 mos · Dubai, United Arab Emirates · On-site

Portfolio ManagementResidential Real EstateReal Estate Sales

Citi india

Wealth Counselor

Jun 2012 – Oct 2014 · 2 yrs 4 mos · Bangalore Urban, Karnataka, India · On-site

Client RelationsInvestment ManagementWealth Management ServicesCustomer Relationship Management (CRM)Team Management

Birla sunlife insurance

Branch Manager

Jul 2009 – Nov 2010 · 1 yr 4 mos · Pune, Maharashtra, India · On-site

  • Retail Branch Management
Life InsuranceBranch ManagementTeam Management

Icici prudential life insurance company limited

Sales Manager

Sep 2005 – Jun 2009 · 3 yrs 9 mos · Pune, Maharashtra, India · On-site

Sales and MarketingTeam LeadershipTeam Management

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