London, United Kingdom
Director, Investment Manager
Financial Services
Education
CISI 2012 — 2012
IAD, RDR, Passed
IFS-CeFA 2007 — 2008
CeFA, Financial Planning Certficate Exams
UKSIP-IMC 2007 — 2007
IMC, REGULATORY FSA EXAMS
Calcutta University 1997 — 2000
BCOM, Accountancy, Commerce and Economics
Symbiosis International University
MBA, Marketing-Sales
The Frank Anthony Public School
Experience
Tilney Bestinvest May 2015 - Present
Deutsche Private Bank June 2011 - May 2015
EFG Private Bank May 2009 - June 2011
HSBC Private Bank September 2007 - May 2009
ICICI BANK UK PLC July 2004 - August 2007
ICICI BANK LTD - INDIA June 2002 - July 2004
Citigroup India 2000 - 2002
CITICORP 2000 - 2002
Skills
M&A experience, Financial Advisory, Credit, Fixed Income, Retail Banking, Real Estate Transactions, Loans, Due Diligence, Asset Managment, Cross Selling, Equities, Management, Bonds, Investments, Risk Management, Financial Structuring, Valuation, Mutual Funds, Relationship Management, Wealth, Wealth Management..., Structured Products, Investment Advisory, Sales Management, Private Equity, Emerging Markets, CRM, Structured Finance, Mergers, Strategic Financial..., Banking, Credit Risk, Derivatives, Commercial Banking, Investment Strategies, Wealth Management, Trading, Business Development, Investment Banking, Trade Finance, FX trading, Financial Risk, Funding, Private Banking, Capital Markets, FX Options, Start-ups, Portfolio Management, Financial Markets, Hedge Funds