Aug 2025 – Present · 10 mos

• Leading the end-to-end Investment Products, Strategy & Insights mandate across HSBC India's Retail Wealth, Private Bank, and GIFT City businesses - with full P&L ownership for this line of business.
• 𝗖𝗼𝗿𝗲 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 𝘀𝗽𝗮𝗻:
• 1) Driving growth across Mutual Funds, Managed Solutions, Alternative Investments (PMS, AIFs, PE Secondaries), and bespoke Structured Products
• 2) Co-creating investment products in partnership with leading Asset Management Companies - translating market opportunity into client-ready propositions
• 3) Scaling Primary Market offerings and building GIFT City's cross-border investment platform for NRI and offshore mandates
• 4) Owning regulatory frameworks and due diligence standards across SEBI, IFSCA, and RBI/FEMA governed products
• 5) Shaping differentiated customer journeys that integrate HSBC's global capabilities with India-specific client needs
• 6) Leading a team of Product Managers across product strategy, wealth insights, client engagement, and investment communications
• Focused on positioning HSBC as the institution of choice for HNIs and Ultra-HNIs in India - through rigorous product thinking, co-created solutions, and execution that holds up to scrutiny.

Mar 2023 – Aug 2025 · 2 yrs 5 mos

• Leading a team of 22 Regional Investment Counsellors and driving Investment Sales business for Branch network, HSBC Bank, India. Responsible for end to end delivery of network objectives for Gross sales, AUM growth, RM productivity and capability build, bespoke insights sessions, socializing, increasing awareness and sales volume for new investment avenues for the branch distribution channel.

Apr 2018 – Mar 2023 · 4 yrs 11 mos

• Leading a team of Regional Investment Counsellors Pan India for HSBC Branch Network. Responsible for topline investment sales nos for the country, Portfolio Strategy and focus on building sales efficiencies across the distribution network.

Apr 2015 – Mar 2018 · 2 yrs 11 mos

• Strengthening and deepening of customer relationships in order that we are seen as the customer’s first choice for resolution to their wealth management needs.
• Work with Head of Wealth Sales to provide front line perspective and input to Country Customer Value Management team, Wealth Development team, HSBC Insurance, AMG, and Global Markets on the planning and development of products, associated processes, and tools where relevant.
• Analyze portfolio of customers and engage with them to provide advice based on sound investment expertise.
• Provision of advice and guidance to management teams on the Premier portfolio and the impact of wealth management products across RBWM.
• Ensure proactive and timely update to customers on specific customer portfolio movement with appropriate suggestions

Nov 2012 – Apr 2015 · 2 yrs 5 mos