Roopam G.

CEO

Bengaluru, Karnataka, India10 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven leadership in wealth management teams.
Expertise in aligning organizational goals with team performance.
Strong background in client relations and financial advisory.

Stackforce AI infers this person is a Wealth Management expert with strong leadership and advisory skills in the Fintech sector.

Contact

Skills

Other Skills

Public SpeakingBusiness AnalysisDebateStatistical Data AnalysisMicrosoft ExcelAccountingData AnalysisFinancial ModelingTime ManagementAnalysisFinanceMarket ResearchTeamworkAccessFinancial Analysis

About

Experienced Wealth Management professional with exposure to advisory, distribution and project management. Have performed duties in both individual and team management roles. Been part of multiple cross functional teams, both at the domestic level as well as the global level.

Experience

10 yrs 7 mos

Total Experience

3 yrs 6 mos

Average Tenure

5 yrs

Current Experience

J.p. morgan private bank

3 roles

Vice President

Promoted

Feb 2026 – Present · 3 mos

AVP

Promoted

Feb 2024 – Jan 2026 · 1 yr 11 mos

Associate

Mar 2021 – Jan 2024 · 2 yrs 10 mos

Tata capital

Investment Counsellor : Bangalore & Chennai

Mar 2019 – Mar 2021 · 2 yrs · Bengaluru Area, India

Joined as the product specialist of the revamped Bangalore team. Responsible for setting up the team, aligning organisation goals with individual RM's KRAs. Assumed additional charge of Chennai from October 2020.
Responsibilities include investment support, education and guidance to clients, prospects and Relationship Managers. Product basket being dealt with include PE, AIF, PMS, MLD, Mutual Funds and Insurance.

Mitraz financial services pvt. ltd.

3 roles

Senior Manager Wealth Advisory

Aug 2018 – Mar 2019 · 7 mos

Led a team of 6 advisors ; dealt with escalations, troubleshooting, and core advisory. In charge of training the team in all aspects of the financial markets, ranging from fixed income to equity.

Manager Wealth Advisory

Promoted

Jan 2016 – Jul 2018 · 2 yrs 6 mos

Responsible for maintaining and growing my book of clients; was in charge of training and mentoring the fresh recruits in the advisory practice.

Associate Manager Wealth Advisory

Jun 2015 – Dec 2015 · 6 mos

Had a dual exposure to both advisory and research. Handled my own portfolio of clients along with collaborating with the Research team for Mutual Fund Research.