Kunal Anand — Director of Engineering
Proven ability in Wealth Management and Investment Advisory across Asset Classes such as Debt, Equity, Real Estate, Private Equity, Portfolio Management Services and Structured Products. Advising Private Banking Clients to analyse their financial situations and develop a strategic solutions for their financial planing goals.
Stackforce AI infers this person is a Wealth Management expert with a focus on investment advisory and financial planning.
Location: Delhi, India
Experience: 22 yrs 4 mos
Skills
- Wealth Management
- Portfolio Management
Career Highlights
- Expertise in Wealth Management across multiple asset classes.
- Proven track record in strategic financial planning.
- Strong advisory skills for private banking clients.
Work Experience
HDFC Bank
Director at HDFC Bank. Private Banking Group (4 yrs 8 mos)
Edelweiss Financial Services
Partner (3 yrs 6 mos)
Axis Bank
Sr. Manager. Private Banking (2 yrs 6 mos)
DBS Bank
Senior Treasures Relationship Manager (4 yrs 10 mos)
Royal Bank of Scotland Business
Preferred Relationship Manager (2 yrs 10 mos)
Convergys
Sr. Officer (2 yrs)
IBM
Officer (2 yrs)
Education
MBA at Symbiosis Institute of Management Studies
Bachelor's degree at Sri Guru Tegh Bahadur Khalsa College
Schooling at Manav Sthali School
