Jul 2023 – Jan 2025 · 1 yr 6 mos · Mumbai, Maharashtra, India · On-site

• Ensured significant business growth across wealth management, asset management, HNI broking, digital wealth, and family office verticals through a differentiated value proposition, by leveraging inhouse research, asset management & investment banking capabilities.
• Drove the talent development strategy in line with the customer expectations, improved employee engagement, and led change to strengthen corporate governance and risk management frameworks
• Established the brand as a preferred employer, improved brand recall in target markets, and expanded client presence to more than 400 cities.

Aug 2021 – Jun 2023 · 1 yr 10 mos · India · Hybrid

• Provided start-up leadership for talent & client acquisition, setting up operational processes & comprehensive risk management policies, defined and launched the product portfolio, and developed WealthTech solutions and platforms.
• Achieved greater penetration in tier-2 and tier-3 cities & towns by establishing and scaling up customer acquisition strategies and leading the digital marketing and brand management agenda on social media.
• Developed high-performing teams and internal capabilities for accelerated and sustainable growth in target markets, focusing on corporate and HNI clients.

Jul 2015 – Aug 2021 · 6 yrs 1 mo · Mumbai Area, India · On-site

• Oversaw wealth management business operations across 30 locations in India and 2 in the Middle East, with emphasis was on a well-defined organizational vision and adherence to core values
• Structured customized investment solutions and drove expansion in the base of HNI clients within and outside India
• Built a strong competitive edge by upgrading technology platforms, improving investor education, and increasing awareness across digital platforms and social media.
• Turned the business around and scaled up EBITDA, by redefining the corporate mission and core values, focused on mitigating risk, improving client experience, creating a sense of ownership among employees, and thus achieving increased shareholder value.

Nov 2007 – Jul 2015 · 7 yrs 8 mos · India & Vietnam

• Transformed business performance by redefining the value proposition for clients, mentoring teams, improving product and channel management, and strengthening cross-selling tactics.
• Enabled substantial growth in the wealth management business in India by leading a new software development and implementation program with Oracle.
• Launched the wealth management business in Hanoi, Vietnam for Deutsche Bank, on secondment to a local bank, Habubank. This involved high-level collaboration between both teams to set up a flagship branch, launch customized structured products, train teams, and build key business partnerships.

Sep 2000 – Nov 2007 · 7 yrs 2 mos · Mumbai & New Delhi

• An interesting tenure that provided multiple leadership opportunities in new environments, demanding organizational thinking to overcome challenges, manage large teams and achieve business impact.
• Gained recognition as the top-performing Wealth Management Regional Head in 2007.

Sep 1997 – Sep 2000 · 3 yrs · Mumbai Area, India

May 1996 – Sep 1997 · 1 yr 4 mos · Mumbai Area, India

Jun 1993 – May 1994 · 11 mos · Mumbai Area, India