Anuroop Chatterjee

Business Development Executive

Lucknow, Uttar Pradesh, India15 yrs 6 mos experience
Highly Stable

Key Highlights

  • Expert in HNI and Ultra HNI portfolio management
  • Strong background in investment advisory and wealth management
  • Proven track record in financial analysis and strategic planning
Stackforce AI infers this person is a Wealth Management and Investment Advisory expert with a focus on HNI clients.

Contact

anuroop.chatterjee@icicisecurities.comLinkedIn

Skills

Core Skills

Portfolio ManagementWealth Management ServicesInvestment Advisory

Other Skills

Acted as advisor to colleagues and subordinatesAsset ManagementBusiness StrategyCapital AssetsChannel StrategyDifferent strategiesEquity TradingExcellence Multi-tasking products skillsExpect in conveying information effectivelyFinancial AnalysisHandling HNI and Ultra HNI clientInvestment Manager Selection Online CourseKnowledge for short term trading in derivativesManagement Information Systems (MIS)Mutual Funds

About

HNI and ultra HNI Portfolio Management.

Experience

15 yrs 6 mos
Total Experience
4 yrs 6 mos
Average Tenure
1 yr 11 mos
Current Experience

Motilaloswal pcg wealth

Sales and dealing at PCG Wealth Motilaloswal

Jul 2024 – Present · 1 yr 11 mos · Lucknow, Uttar Pradesh, India · On-site

Asset ManagementChannel StrategyInvestment AdvisoryCapital AssetsMutual FundsFinancial Analysis+6

Kotak pcg

PCG sale dealing

Feb 2022 – Jun 2024 · 2 yrs 4 mos · New Delhi, Delhi, India

Icici securities

Senior Equity Relationship Manager

Feb 2012 – Feb 2022 · 10 yrs · Lucknow, India

  • Handling HNI and Ultra HNI client. Provide advise for long term wealth creation, portfolios
  • and also provide knowledge for short term trading in derivative , with different strategies
Handling HNI and Ultra HNI clientProvide advice for long term wealth creationKnowledge for short term trading in derivativesDifferent strategiesInvestment AdvisoryPortfolio Management

Iifl (india infoline group)

Senior Relationship Manager

Oct 2010 – Jan 2012 · 1 yr 3 mos · Lucknow, Uttar Pradesh, India · On-site

Education

ISBS,Pune

MBA — asset management

Jan 2006 – Jan 2008

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