Vishal Sampat

CEO

Mumbai, Maharashtra, India15 yrs 9 mos experience
Highly Stable

Key Highlights

  • Over 13 years in Business Analytics and Corporate Strategy.
  • Expert in Wealth Management and Private Banking.
  • Proven track record in driving strategic initiatives.
Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on Wealth Management and Business Analytics.

Contact

LinkedIn

Skills

Core Skills

Business IntelligenceStrategic LeadershipBusiness StrategySales ManagementBusiness ReportingFinancial Planning & AnalysisFinancial ReportingCommunicationCredit Analysis

Other Skills

Management ReportingClient AnalyticsStrategic InitiativesBusiness Policy StatementClient Trend analysisWealth Sales Incentive StructureGeographical Expansion analysisGo-to-Market strategyMarket ControllingFPNAAnalyticsCompensation functionComplianceTableauMS Access

About

13+ years of experience in Business Analytics, Corporate Strategy, Sales Management, Financial Planning & Analysis, Forecasting and Risk Management Extensive knowledge of Global Private Banking & Domestic Wealth Management business along with deep understanding of Capital Market products Driving firm wide strategic initiatives by leveraging data, conducting thorough research, generating comprehensive reports and developing insightful dashboards for the Group CEO, Joint CEOs, Business Heads, COOs and other senior management

Experience

15 yrs 9 mos
Total Experience
4 yrs 6 mos
Average Tenure
2 yrs 2 mos
Current Experience

Jm financial ltd

Senior Vice President

Apr 2024 – Present · 2 yrs 2 mos · Mumbai, Maharashtra, India · On-site

  • Heading the Business Management Function for JM Private Wealth.
  • Responsible for Management Reporting, Business Intelligence, Client Analytics and Strategic Initiatives
Management ReportingBusiness IntelligenceClient AnalyticsStrategic InitiativesStrategic Leadership

360 one wealth

Vice President

Jan 2022 – Apr 2024 · 2 yrs 3 mos · Mumbai, Maharashtra, India

  • Introduced a Business Policy Statement to evaluate Relationship Manager performance across key metrics, conducting nationwide reviews with Leadership and Senior Client Coverage.
  • Published quarterly Client Trend analysis and initiated a comprehensive Client Review drive, assessing clients based on various factors.
  • Played a key role in redesigning the Wealth Sales Incentive Structure, collaborating with AON to incorporate international best practices
  • Delivered a refined Geographical Expansion analysis to the Leadership team and an effective Go-to-Market strategy
Business Policy StatementClient Trend analysisWealth Sales Incentive StructureGeographical Expansion analysisGo-to-Market strategyBusiness Strategy+1

Credit suisse

2 roles

Assistant Vice President

Promoted

Jan 2019 – Jan 2022 · 3 yrs · On-site

  • Leading a team of senior analysts within the Private Banking and Analytics function
  • Team Split across 4 verticals - Market Controlling, Business Reporting, FPNA and Analytics
  • Conduct weekly and monthly reviews with the Business Heads, COO and Product Head to ensure accuracy and reliability of published financials
  • Develop monthly & quarterly forecasts based on financial analysis, revenue trends, deal pipeline and strategic management initiatives
Market ControllingBusiness ReportingFPNAAnalyticsFinancial Planning & Analysis

Financial Controller

Oct 2014 – Dec 2018 · 4 yrs 2 mos · On-site

  • Began my journey with CS in the Private Banking Americas division
  • Managed the compensation function serving over 300 Relationship Mangers (RMs)
  • Collaborated with RMs to assess, investigate and address compensation queries
  • Worked closely with Compliance, IT, HR and Payroll to ensure accurate and timely remuneration
  • Transitioned to Private Banking APAC within the FPNA function
  • Delivered on demand analytics to senior management using Tableau and MS Access
Compensation functionComplianceAnalyticsTableauMS AccessFinancial Reporting+1

Edelweiss capital

Associate

Aug 2010 – Oct 2014 · 4 yrs 2 mos · Mumbai · On-site

  • Business MIS reporting for HNI Broking and Global Wealth business
  • Publish data analytics to management on Revenue Growth, AUM trends, Product mix, Revenue concentration and Wallet Share
  • Daily monitoring of high - risk HNI Broking clients
  • Scrutinizing financials to understand credit worthiness of clients seeking lending facilities
Business MIS reportingData analyticsFinancials scrutinyBusiness ReportingCredit Analysis

Education

Mithibai College

Bachelor of Commerce (BCom) — Accounting and Finance

Jan 2002 – Jan 2007

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