Amit Dalvi

CEO

Mumbai, Maharashtra, India20 yrs 9 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven track record in driving business growth.
Expert in building strategic alliances.
Passionate about transformative change in wealth management.

Stackforce AI infers this person is a strategic leader in the Fintech industry, specializing in wealth management and financial services.

Contact

Skills

Core Skills

Wealth ManagementBusiness StrategyFinancial ServicesSales ManagementBanking

Other Skills

Business DevelopmentCapital MarketsDerivativesDistribution of Financial ProductsEquitiesFinanceFinancial MarketsFinancial Products DistributionFixed IncomeInsuranceInvestment BankingMarket ExpansionMutual FundsPortfolio ManagementRelationship Management

About

With a solid background in the financial industry, my focus lies in driving business growth, fostering strategic alliances, and delivering exceptional value to our Partners and their clients. As the Senior EVP and Business Head at Nuvama B2B Wealth Alliance, my role involves leading the strategic direction and overall operations of the company. This entails developing and executing comprehensive business strategies that drive revenue, expand market share, and ensure Partner's client satisfaction. In close collaboration with our partners, I prioritize building strong relationships and understanding their unique needs. By aligning our services to deliver outstanding value, we leverage our expertise in wealth management and investment solutions to help our partners enhance their offerings and provide financial solutions to their clients. Throughout my career, I have consistently demonstrated a keen strategic vision and a proven track record of translating that vision into tangible results. At Nuvama B2B Wealth Alliance, we have achieved remarkable success, which I take great pride in. I am genuinely passionate about driving transformative change in the wealth management industry and look forward to continuing to make a meaningful impact at Nuvama B2B Wealth Alliance.

Experience

Nuvama wealth

2 roles

Sr. EVP & Business Head

Promoted

Apr 2023 – Present · 2 yrs 11 mos · Mumbai, Maharashtra, India · On-site

In my current role, I focus on providing a diverse wealth basket to large Individual Financial Product Distributors in India, aiming to scale up the B2B business and become the largest in the country. My expertise lies in understanding the financial sector and wealth business in India, and I am skilled at expanding the B2B Wealth business by building highly motivated team and acquiring new partners in established and new markets through additional branches in Tier 2 and 3 cities.
I believe in the importance of building strong relationships and providing effective solutions to partners or clients for their financial needs. Instead of chasing business, I focus on building networks, knowing that business will follow naturally. Problem-solving and supporting my team's professional growth with integrity are core values that guide me in my work.

Wealth ManagementBusiness StrategyRelationship Management