Shashi Suman

CEO

South Delhi, Delhi, India13 yrs 10 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Proven expertise in wealth management and HNI advisory.
  • Strong analytical skills in equity research and financial modeling.
  • Experience managing NRI investments and portfolios.
Stackforce AI infers this person is a Wealth Management Professional with a strong focus on financial analysis and investment strategies.

Contact

LinkedIn

Skills

Core Skills

Business Analysis

Other Skills

Business StrategyRisk AnalysisCapital MarketsRetail BankingValuationFinancial ModelingAnalyticsFinancial AnalysisMISMicrosoft Office

About

Experienced Wealth Manager with a demonstrated history of working in the banking industry. Skilled in Equity Research, Requirements Analysis, Banking, Requirements Gathering, and Derivatives. Strong finance professional with a PGDM focused in Finance from Loyola Institute Of Business Administration.

Experience

13 yrs 10 mos
Total Experience
3 yrs 5 mos
Average Tenure
8 yrs
Current Experience

Sip wealth

Director

May 2018 – Present · 8 yrs · New Delhi Area, India

Seguro private wealth

Associate Vice President

Oct 2017 – Apr 2018 · 6 mos · Dubai

  • Handling NRI Investments

Karvy private wealth

Senior Wealth Manager

Feb 2016 – Sep 2017 · 1 yr 7 mos · Noida Area, India

  • HNI Investment Advisory

Icici bank

Wealth Manager

Apr 2012 – Jan 2016 · 3 yrs 9 mos · New Delhi Area, India

  • HNI Portfolio Management

Distil information (p) ltd.

Intern

Apr 2011 – Jun 2011 · 2 mos · Chennai, India

  • Preparation of five years Rolling Business Strategy Plan including Sensitivity and Risk Analysis.

Education

Loyola Institute Of Business Administration

PGDM — Finance

Jan 2010 – Jan 2012

Ranchi University

B. Tech — Electronics and Communication

Jan 2005 – Jan 2009

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Shashi Suman - CEO | Stackforce