Suman Sarkar

Co-Founder

Kolkata, West Bengal, India9 yrs 11 mos experience
Highly Stable

Key Highlights

  • Co-Founder of Fundznest Financial Services.
  • Expert in Wealth Management and Financial Planning.
  • Strong background in Sales and Marketing.
Stackforce AI infers this person is a Financial Services expert with a focus on Wealth Management and Investments.

Contact

LinkedIn

Skills

Core Skills

Wealth ManagementFinancial PlanningInvestmentsSales

Other Skills

Stocks & Mutual FundsMFDs & IFAsMarketingPrivate EquityNew Business DevelopmentBusiness-to-Business (B2B)Wealthy: Stocks & Mutual FundsWealthy Partner - MFDs & IFAs

About

Helping you plan, invest and navigate to help you reach and often exceed your financial goals.

Experience

9 yrs 11 mos
Total Experience
2 yrs 5 mos
Average Tenure
--
Current Experience

Fundznest financial services

Co-Founder & Managing Partner

May 2018 – Present · 8 yrs 1 mo · Asansol, West Bengal, India

Stocks & Mutual FundsMFDs & IFAsMarketingInvestmentsPrivate EquityWealth Management+4

Edelweiss wealth management

Associate

Apr 2018 – Oct 2021 · 3 yrs 6 mos · Asansol, West Bengal, India

InvestmentsPrivate Equity

Geojit financial

Relationship Manager

Mar 2016 – Mar 2018 · 2 yrs · Asansol, West Bengal, India

  • Portfolio Manager
Financial PlanningWealth Management

Paytm

Area Sales Manager

Apr 2015 – Mar 2016 · 11 mos · Asansol, West Bengal, India

SalesBusiness-to-Business (B2B)

Nokia

Sales And Marketing Specialist

Mar 2007 – Sep 2010 · 3 yrs 6 mos · Asansol, West Bengal, India

SalesMarketing

Education

Punjab Technical University

Master of Business Administration - MBA — Sales & Marketing

Jan 2011 – Jan 2015

The University of Burdwan

Bachelor's degree

Jun 2003 – Jul 2006

The University of Burdwan

Bachelor's degree

Jun 2003 – Jul 2006

Punjab Technical University

MBA — Sales

Punjab Technical University

MBA

Stackforce found 100+ more professionals with Wealth Management & Financial Planning

Explore similar profiles based on matching skills and experience

KP

Kavyasri Perumalla

Associate Program Manager,Tech

at Uber

Hyderabad, India8 yrs 5 mos exp
Program ManagementRisk ManagementData Visualization
AK

Ashish Kona

Product Growth Manager

at BrowserStack

Bengaluru, India9 yrs 7 mos exp
Product StrategyProgram ManagementBusiness ConsultingSoftware as a Service (SaaS)Product Development
GG

Gopalarao Gorumutchu

Managing Director

at Asian Technology Solutions

Singapore, Singapore17 yrs 7 mos exp
SAP ImplementationERPSAP FICO
GJ

Gaurav Jindal

Chief Executive Officer

at HeyEV!

New Delhi, India12 yrs 6 mos exp
Business DevelopmentFundraisingOperations Management
RV

Rupesh V.

Principal Firmware Engineer

at Skyworks Solutions, Inc.

Bengaluru, India13 yrs 5 mos exp
Software Defined RadioTeam BuildingPower SystemsMachine LearningFirmware Development
SK

Suraj Kedia

Founder

at ActivityKidz

Gurugram, India14 yrs 4 mos exp
Business StrategyProduct ManagementMarket Share AnalysisProfitability ImprovementStrategic Planning
AG

Arindam Giri

Business Development Executive

at Swiggy Instamart

Kolkata, India7 yrs 6 mos exp
Business DevelopmentBusiness StrategyLogistics ManagementStore ManagementFleet Management
Shipra Mehandru

Shipra Mehandru

Research Manager, Google & Youtube Ads, APAC CMI

at Google

South Delhi, India12 yrs 9 mos exp
Strategic InsightsAI StrategyConsumer InsightsUI/UX ResearchBrand Strategy