Karan Chandhok

Co-Founder

Gurugram, Haryana, India16 yrs 9 mos experience
Highly Stable

Key Highlights

  • 16 years of experience in BFSI sector.
  • Proven success in Investment Management and Financial Planning.
  • Expertise in driving business growth and innovation.
Stackforce AI infers this person is a seasoned finance professional specializing in wealth management and investment strategies.

Contact

LinkedIn

Skills

Core Skills

Private Wealth ManagementBanking Services

Other Skills

Team ManagementBankingBusiness DevelopmentWealth ManagementCustomer Service

About

Experienced finance professional with more than 16years of experience in BFSI, driving business growth and delivering results-driven solutions. Proven track record of success in Investment Management, Team Leadership and Financial Planning. Committed to staying up-to-date with industry developments and leveraging expertise to drive innovation and excellence.

Experience

Ionic wealth

3 roles

Private Banker

Sep 2024 – Present · 1 yr 7 mos · Gurugram, Haryana, India · On-site

Private Wealth ManagementBanking Services

Private Banker

Sep 2024 – Present · 1 yr 7 mos · Gurugram, Haryana, India · On-site

Private Banker

Sep 2024 – Nov 2024 · 2 mos · Gurugram, Haryana, India · On-site

  • Here are some strengths of Angel One Wealth:
  • 1. Strong Research Capabilities
  • 2. Advanced Digital Platforms
  • 3. Diversified Product Offerings
  • 4. Robust Risk Management
  • 5. Experienced Leadership
  • 6. Customer-Centric Approach
  • 7. Innovative Solutions
  • 8. Regulatory Compliance
  • These strengths contribute to Angel One Wealth's reputation as a trusted and reliable financial services company in India.

Icici direct (icici securities limited)

Senior Private Banker

Feb 2022 – Sep 2024 · 2 yrs 7 mos · Greater Delhi Area

  • Continuing my career progression into BFSI but moving out from Banking domain after 12years of great learning experience.

Yes bank

Cluster Head - Affluent Banking

Sep 2017 – Feb 2022 · 4 yrs 5 mos · New Delhi, Delhi, India

  • Managing a team of Wealth RM's

Hdfc bank

Imperia Relationship Manager

May 2010 – Sep 2017 · 7 yrs 4 mos · Delhi

Uti mutual fund

Sales Executive

Jul 2009 – May 2010 · 10 mos · Greater Delhi Area

Education

Jyoti Model Senior Secondary School

High School

Jan 1989 – Jan 2002

Stackforce found 100+ more professionals with Private Wealth Management & Banking Services

Explore similar profiles based on matching skills and experience

Abhishek Bhanushali

Abhishek Bhanushali

Head of Private Placements

at S45

Mumbai, India6 yrs 6 mos exp
Amit Rathi

Amit Rathi

Co-Founder

at QiCAP.Ai

Mumbai, India27 yrs 10 mos exp
Capital MarketsInvestment BankingWealth Management
Mohit Bagdi

Mohit Bagdi

Founding Member & Head of Investment Research

at MIRA Money

Bengaluru, India14 yrs 3 mos exp
Data AnalysisInvestment ManagementMergers & Acquisitions
SS

Sumer Singh Adhana

Founder & CEO

at Adhana Properties

Dubai, United Arab Emirates4 yrs 8 mos exp
Client ServiceCustomer ServiceManagementReal Estate
Aiden Hanning

Aiden Hanning

Summer Analyst

at Morgan Stanley

Merrimack, United States6 mos exp
Wealth Management ServicesProject Management
Monika Aggarwal

Monika Aggarwal

Talent Acquisition Manager

at Insight Alpha

Delhi, India5 yrs 1 mo exp
Sharran Srivatsaa

Sharran Srivatsaa

President & Managing Partner

at Acquisition.com

Newport Beach, United States24 yrs 10 mos exp
Angel InvestingArtificial Intelligence (AI)Corporate FinanceCustomer Relationship Management (CRM)DevOps
Dipti S.

Dipti S.

Senior Wealth Manager

at Invest Advise

Noida, India5 yrs 9 mos exp
Real Estate AdvisoryWealth Management