Kavita Pathak

Business Development Executive

Mumbai, Maharashtra, India19 yrs 10 mos experience

Key Highlights

Expert in Prime Broking and Fund Raising
Strong background in Custody Solutions and Credit Risk
Chartered Accountant with extensive financial expertise

Stackforce AI infers this person is a Fintech expert with a focus on Prime Brokerage and Custody Services.

Contact

Skills

Core Skills

SalesPrime BrokingBusiness DevelopmentCustody ServicesRelationship ManagementCredit RiskFinancial AnalysisProduct DevelopmentStructured FinanceResearch Management

Other Skills

ExecutionSwapsCFDsMarketingInvestment ManagementCorporate FinanceCapital MarketsBankingEquitiesValuationRisk ManagementEquity Research

About

Expanse Of Experience / Skills - - Prime Broking (Asia/Asean) - Swaps / CFDs (Asia/India) - Fund Raising & Product Support for AIF, PMS and Outbound Gift City/Offshore Structures (Long Short Quant Strategies) - Team/Unit Lead (Onshore and Offshore Funds) - Sales/Business Development For Custody Solutions With Good Understanding Of Regulations for Investments Into India By Hedge Funds, PE/VC, Wealth Managers, Family Offices, High/Medium/Low Frequency Traders & Other Market Participants (FPI, FDI, FVCI, AIF, PMS) - Business Development & Customer Relationship Management (Lending & Custody Solutions) - Product Development (Indian Debt Capital Market & Structured Corporate Finance) - Skilled in Credit Risk & Financial Analysis & Risk Management (Process & Policy Management) - Qualified Chartered Accountant From The Institute of Chartered Accountants of India

Experience

19 yrs 10 mos

Total Experience

3 yrs 10 mos

Average Tenure

8 mos

Current Experience

Maybank investment banking group

Vice President Sales - Prime Brokerage

Sep 2025 – Present · 8 mos · Mumbai, Maharashtra, India · On-site

Managing Sales For Maybank India - Execution/ Swaps or Participatory Notes or CFDs

SalesPrime BrokingExecutionSwapsCFDs

Alphagrep investment management

Head of Sales & Products

Jan 2024 – Aug 2025 · 1 yr 7 mos · Mumbai, Maharashtra, India · On-site

One of the initial senior team members for the India asset management business :-
Spearheaded B2B sales and business development initiatives, driving growth through partnership and channel sales and direct family office engagements.
Managed product due diligence processes, queries as well as pitch decks and factsheets to enhance partner and client acquisition and performance updates
Enhanced brand visibility through strategic marketing efforts, including conference participation and social media presence.

SalesBusiness DevelopmentProduct DevelopmentMarketing