Karan Batra

Chief Operating Officer

Bengaluru, Karnataka, India13 yrs 6 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Nearly 20 years of diverse experience across multiple industries.
Proven leadership in investment advisory and wealth management.
Successful startup founder in the home interiors sector.

Stackforce AI infers this person is a seasoned leader in Fintech and BPO sectors with a strong focus on wealth management.

Contact

Skills

Other Skills

AnalysisAsset ManagementBankingBranch BankingBusiness AnalysisBusiness DevelopmentCRMCross SellingDerivativesEquitiesEquity ResearchFinanceFinancial ServicesInsuranceInvestment Advisory

About

Close to 2 decades of experience in sales, marketing, wealth management, analytics, corporate functions and Incubating Start-ups across 3 industries. Key strengths include communication, relationship management and effective leadership qualities. Hard working and motivated with a strong sense of discipline. Creative, intuitive and quick to grasp new concepts that are demonstrated by a range of work experiences, interests and achievements.

Experience

Fisdom

3 roles

Chief Operating Officer (COO)

Promoted

Feb 2021 – Present · 5 yrs 1 mo

Executive Director

Promoted

Apr 2020 – Jan 2021 · 9 mos

Director

Apr 2018 – Mar 2020 · 1 yr 11 mos

Atom interiors

CEO

Jul 2015 – Aug 2016 · 1 yr 1 mo · Bangalore

Building & spearheading an exciting startup in the Home Interiors segment called Atom Interiors. (www. atominteriors.com)

Hsbc

3 roles

Vice President-Investment Advisory

Feb 2014 – Jul 2015 · 1 yr 5 mos

Headed the investment advisory business for Karnataka and Kerala for the bank
Was responsible for the overall business matrix for the region
Handled a team of 25 relationship managers based across Bangalore, Mysore, Cochin and Trivandrum

Vice President- HSBC Elite

Jan 2013 – Jan 2014 · 1 yr

Manage an AUM of INR 550 Crore and a total TRB (Total Relationship Value) of INR 950 Crore
Total number of customers handled was 50
Solely responsible for Karnataka and Kerala market.

Vice President- HSBC Premier Plus

Jul 2011 – Dec 2012 · 1 yr 5 mos

Handled customers with a relationship value of above INR 1.5 Crore.
Was the No.1 wealth manager in the country in the Premier Plus segment.

Infosys bpo

Associate Consultant

May 2007 – Mar 2008 · 10 mos · Bengaluru Area, India

Client/Business Relationship management
Looked into client acquisition in the Automotive & Aerospace vertical.
Handled all client visits to our campus and also effective liaison with them to build a rewarding future relationship.
Planned, designed and created RFP/RFI responses with an aggregate deal value of $100 million.
Won a project based contract with the world largest automotive manufacturer in the knowledge processing space.
Key Initiative: Setting up of Automotive & Aerospace Centre of Excellence (CoE).
Jointly set up CoE, the research and analysis intranet knowledge portal of Infosys BPO. Focus on industry-specific solutions, best practices, case studies, and white papers providing qualitative insights to the readers.