Family Office Advisory
Current
Oct 2021 - Present
AeroLeads people directory · profile
Anu Banerjee Email & Phone Number
Family Office Advisory
at
ICONIQ Capital
1 work email found
@iconiqcapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Family Office Advisory
Location
San Francisco Bay Area, United States, United States
Company size
Who is Anu Banerjee? Overview
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Quick answer
Anu Banerjee is listed as Family Office Advisory at ICONIQ Capital, a company with 284 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at iconiqcapital.com and a matched LinkedIn profile for Anu Banerjee.
Anu Banerjee previously worked as Consultant at Elevar Equity and Senior Director - Client Relations at Kotak Mahindra Bank. Anu Banerjee holds Post Graduate Diploma In Business Management, Finance And Marketing from Management Development Institute.
Company email context
Email format at ICONIQ Capital
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{first_initial}{last}@iconiqcapital.com
89% confidence
AeroLeads found 1 current-domain work email signal for Anu Banerjee. Compare company email patterns before reaching out.
Profile bio
About Anu Banerjee
Client focused professional with 17 years’ experience in Financial Services across Product Management, Treasury, and Wealth Management for Ultra High Net Worth clients. In the last 10+ years, directly built and managed key relationships with clients who were accomplished entrepreneurs, family offices, C level executives and corporate decision makers. Strong track record in relationship management and delivering customer success by becoming a trusted client advisor and being able to leverage internal and external resources and stakeholders to achieve successful outcomes for the client and the organization.Key Areas of Expertise - 1. Relationship Management2. Key Account Management3. Financial advisory across debt and equity opportunities in India4. Team management
Current workplace
Anu Banerjee's current company
Company context helps verify the profile and gives searchers a useful next step.
Iconiq Capital
5 roles
Anu Banerjee work experience
A career timeline built from the work history available for this profile.
Consultant
Part of the Capital Partnerships team helping in fundraising activities for the latest India and Latin America focused funds by identifying prospective LPs, reviewing and creating appropriate pitch material for marquee global investors and other outreach efforts. Also played a key role in creating and implementing an ESG policy that meets global standards.
Apr 2021 - Aug 2021
Senior Director - Client Relations
Was responsible for acquiring and managing clients for the private wealth platform of Kotak Bank with primary focus on portfolio management and advisory for individuals, family offices and small and medium enterprise clients by being the single point of contact for all their banking and financial needs. Also managed a team of bankers who each had their own.
Oct 2012 - Oct 2019
Vice President
Vice President, Citi Select Banker 2008-2012Private banker to some of the most valued clients of Citibank Bangalore including HNW individuals, family offices and corporate treasuries. Responsibilities included managing client portfolios, providing portfolio recommendations/actions that aligned client financial goals with the bank’s investment philosophy.
Mar 2004 - Oct 2012
Product Manager
Product Manager, Corporate Salary accounts Was responsible for developing the corporate salary account product offering and providing training and marketing support to the branch network to launch and grow this line of business.
Jun 2002 - Mar 2004
Team & coworkers
Colleagues at ICONIQ Capital
Other employees you can reach at iconiqcapital.com. View company contacts for 284 employees →
MH
Monica Hernandez
Colleague at Iconiq Capital
San Francisco Bay Area, United States
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AS
Alexys Still
Colleague at Iconiq Capital
New York, New York, United States, United States
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IP
Isabella Palmer, Cfp®
Colleague at Iconiq Capital
San Francisco, California, United States, United States
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GO
Gideon Ong
Colleague at Iconiq Capital
Singapore, Singapore
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HB
Hannah Barach
Colleague at Iconiq Capital
New York, New York, United States, United States
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MH
Michael Horio
Colleague at Iconiq Capital
San Francisco Bay Area, United States
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ST
Sunkanmi/Mum Tommy
Colleague at Iconiq Capital
Nigeria, Nigeria
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JH
Jason Harvey
Colleague at Iconiq Capital
San Francisco Bay Area, United States
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MS
Matthew Switzer
Colleague at Iconiq Capital
New York, New York, United States, United States
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RS
Reynolds Shenk
Colleague at Iconiq Capital
New York, New York, United States, United States
View →
Monica Hernandez
Colleague at Iconiq Capital
San Francisco Bay Area, United States
View →
AS
Alexys Still
Colleague at Iconiq Capital
New York, New York, United States, United States
View →
IP
Isabella Palmer, Cfp®
Colleague at Iconiq Capital
San Francisco, California, United States, United States
View →
GO
Gideon Ong
Colleague at Iconiq Capital
Singapore, Singapore
View →
HB
Hannah Barach
Colleague at Iconiq Capital
New York, New York, United States, United States
View →
MH
Michael Horio
Colleague at Iconiq Capital
San Francisco Bay Area, United States
View →
ST
Sunkanmi/Mum Tommy
Colleague at Iconiq Capital
Nigeria, Nigeria
View →
JH
Jason Harvey
Colleague at Iconiq Capital
San Francisco Bay Area, United States
View →
MS
Matthew Switzer
Colleague at Iconiq Capital
New York, New York, United States, United States
View →
RS
Reynolds Shenk
Colleague at Iconiq Capital
New York, New York, United States, United States
View →
2 education records
Anu Banerjee education
Post Graduate Diploma In Business Management, Finance And Marketing
Bachelor'S Degree, Commerce
FAQ
Frequently asked questions about Anu Banerjee
Quick answers generated from the profile data available on this page.
What company does Anu Banerjee work for?
Anu Banerjee works for ICONIQ Capital.
What is Anu Banerjee's role at ICONIQ Capital?
Anu Banerjee is listed as Family Office Advisory at ICONIQ Capital.
What is Anu Banerjee's email address?
AeroLeads has found 1 work email signal at @iconiqcapital.com for Anu Banerjee at ICONIQ Capital.
Where is Anu Banerjee based?
Anu Banerjee is based in San Francisco Bay Area, United States, United States while working with ICONIQ Capital.
What companies has Anu Banerjee worked for?
Anu Banerjee has worked for Iconiq Capital, Elevar Equity, Kotak Mahindra Bank, Citi, and Axis Bank.
Who are Anu Banerjee's colleagues at ICONIQ Capital?
Anu Banerjee's colleagues at ICONIQ Capital include Monica Hernandez, Alexys Still, Isabella Palmer, Cfp®, Gideon Ong, and Hannah Barach.
How can I contact Anu Banerjee?
You can use AeroLeads to view verified contact signals for Anu Banerjee at ICONIQ Capital, including work email, phone, and LinkedIn data when available.
What schools did Anu Banerjee attend?
Anu Banerjee holds Post Graduate Diploma In Business Management, Finance And Marketing from Management Development Institute.
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