Barun M.

Banking | Finance | Wealth Management | Sales

India
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Experienced Wealth Management professional. I have been instrumental in setting up the Wealth Management business for a start up. Handled end to end process from Technology selection to implementation...see more

  • Financial Services, Banking & Insurance

100

/hr
  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice

Experience

Vice President

Cube Wealth
3 years
Current position
Jun 2019 - Present
Simplified wealth creation for busy professionals We combine 4 magic ingredients. Dedicated Wealth Coach: Get personalised guidance from a dedicated Wealth Coach for any investment mad...see more

Wealth Manager

Citibank India
5 years
Mar 2014 - May 2019
Citibank India is a foreign bank in India with a full service onshore platform. Its Indian headquarters is at Bandra Kurla Complex, Mumbai, Maharashtra. It is a subsidiary of Citigroup,...see more

Deputy Manager

HDFC Bank
3 years
Apr 2011 - Feb 2014
HDFC Bank Limited is an Indian banking and financial services company headquartered in the city of Mumbai, India. It is India's largest private sector bank by assets and world's 10th la...see more

Industries, roles and expertise

Industry experience

  • Financial Services, Banking & Insurance

Expertise

  • Financial Planning
  • Customer Relationship Management (CRM)
  • Private Wealth Management
  • Business Developement
  • Project Managment