Role listed
Aa Advisory
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Anurag Agarwal Email & Phone Number
Strategy and Transformation (ex Booz, Morgan Stanley, Citi) | Wealth Management | Consumer Banking | Commercial Banking | Digital Transformation | Client Experience | AI & Machine Learning | Corporate Dev
at
AA Advisory
1 work email found
@citigroup.com
2 phones found area 212 and 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategy and Transformation (ex Booz, Morgan Stanley, Citi) | Wealth Management | Consumer Banking | Commercial Banking | Digital Transformation | Client Experience | AI & Machine Learning | Corporate Dev
Location
United States
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Anurag Agarwal is listed as Strategy and Transformation (ex Booz, Morgan Stanley, Citi) | Wealth Management | Consumer Banking | Commercial Banking | Digital Transformation | Client Experience | AI & Machine Learning | Corporate Dev at AA Advisory, based in United States. AeroLeads shows a work email signal at citigroup.com, phone signal with area code 212, 800, and a matched LinkedIn profile for Anurag Agarwal.
Anurag Agarwal previously worked as Advisor, AI, Go-To-Market, Digitization, Strategy at German Accelerator and Head of Corporate Strategy at Mufg. Anurag Agarwal holds Mba, Finance & General Management from University Of Michigan - Stephen M. Ross School Of Business.
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{first}.{last}@citigroup.com
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Profile bio
About Anurag Agarwal
Strategy, transformation and execution leader with years of experience driving growth and innovation for Financial Services institutions in B2B and B2C spaces. Expertise includes reigniting revenue growth, improving sales effectiveness, driving large transformations, restructuring for efficiency, operationalizing digitization and fintech partnership, and elevating strategic planning.Key roles and achievements:• MUFG, Head of Corporate Strategy: Set businesses’ strategic direction, managed Board, Regulator and Tokyo interactions, & drove business, process, & capability change. Headed execution of enterprise wide programs like Transformation of Union Bank, implementation of OKRs, elevating strategic programs, and driving digitization.• Fifth Third Bank, Head of Consumer Bank Strategy at: Drove strategy, digitalization, and fintech partnerships.• Citi, Head of Customer & Channel Insights: Reimagined business with customer centric ethos, leveraged advanced analytics to develop customer relationship, and designed and launched programs to drive customer acquisition and to drive cross-sell. Enabled various digitization initiatives.• Morgan Stanley Wealth Management division: Held various leadership roles. Drove strategy and operations improvement efforts. Enhanced client experience and operational effectiveness by leading strategic initiatives with operating partners leveraging advanced analytics team.• Booz Allen Hamilton (Booz & Co, Strategy&): Advised large banking clients on some of their toughest strategy problems. Worked with PE firms in M&A, post merger integration and cost synergy capture.Additional expertise:• Conducted Board education session on digital assets, regulatory environment, and AI in Financial ServicesEducation:• MBA, Strategy & Finance - Ross School of Business, University of Michigan• BS, Computer Science - University of Pune, India
Listed skills include Strategy, Business Strategy, Management Consulting, Due Diligence, and 14 others.
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8 roles · 22 years
Anurag Agarwal work experience
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Advisor, Ai, Go-To-Market, Digitization, Strategy
CurrentAdvising European portfolio Fintech companies on product strategy, growing online marketplaces, growth marketing, new market expansion, and customer / market research.
2023 - Present
~3 yrs 7 mos
Head Of Corporate Strategy
Developed and executed the strategic and transformation agenda for businesses across the Americas. Oversaw interactions with the Board, Regulators, and Tokyo. Drove comprehensive changes in business, processes, and capabilities.Led execution of enterprise wide programs including driving digital transformation, business model transformation, enhancing Go To Market approach, implementing fintech partnerships, corporate development, elevating strategic planning, launching digital banking, resolving MRAs, enhancing customer experience, implementing customer centric business model, and institutionalizing OKRs.
2018 - 2022
~4 yrs
Managing Director, Head Of Consumer Bank Strategy
Part of the leadership team driving digital transformation of the bank. Led the transformation, client experience, and fintech partnership enhancement initiatives for the consumer and wealth businesses.
2017 - 2018
~1 yr
Head Of Customer And Channel Analytics, Decision Management (Advanced Analytics Team)
Led an advanced analytics team and formulated and executed cross-business initiatives to drive deepening and acquisition of affluent multi relationship customers.
2013 - 2017
~4 yrs
Wealth Management
Led planning and execution of various corporate-wide initiatives in the Wealth and Private Banking divisions.• Launched an HNW Accelerator program – a comprehensive multi touchpoint program focused on increasing market share; enhanced and integrated with existing programs. • Drove transformation projects working closely with the senior management driving significant AUM and revenue growth. Key areas covered:- Segment strategies for Client Segments – U/HNW, Affluent and Emerging Affluent- Enhancing Salesforce Productivity and Sales Execution to increase NNM and ROA- Reducing customer and advisor attrition- Financial Advisor Teaming for enhanced productivity- Product alignment with segments and penetration strategy- Enhanced client experience• Led execution of the Branch Process Reengineering project targeted at the entire branch network of ~800 branches with the focus of improving client service, resulting in significant run rate savings.• Led the firm wide program for tracking and monitoring of of cost synergies post-merger with Smith Barney; Partnered with Finance and Businesses and identified additional savings over and beyond the target.• Lead member of the leadership team for Smith Barney acquisition; led various integration initiatives and delivered synergy savings over initial target.• Implemented key inorganic growth priorities around increasing Advisor count and AuM, conducted strategic assessment and valuation of multiple prospects, closed and integrated acquisitions.
2008 - 2013
~5 yrs
Senior Management Consultant
2005 - 2008
~3 yrs
Senior Management Consultant
Consultant with Booz Allen Hamilton. Firm now part of PwC Strategy&. Covered clients in Banking, Wealth, and Asset Management.- For a PE firm, performed M&A due diligence to assess the business case of European Industrial Truck manufacturer in North American market – deal was announced for $4.9B.
2005 - 2007
~2 yrs
2 education records
Anurag Agarwal education
Mba, Finance & General Management
University Of Michigan - Stephen M. Ross School Of Business
Be, Engineering
Pune University
FAQ
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What company does Anurag Agarwal work for?
Anurag Agarwal works for AA Advisory.
What is Anurag Agarwal's role at AA Advisory?
Anurag Agarwal is listed as Strategy and Transformation (ex Booz, Morgan Stanley, Citi) | Wealth Management | Consumer Banking | Commercial Banking | Digital Transformation | Client Experience | AI & Machine Learning | Corporate Dev at AA Advisory.
What is Anurag Agarwal's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Anurag Agarwal at AA Advisory.
What is Anurag Agarwal's phone number?
AeroLeads has found 2 phone signal(s) with area code 212, 800 for Anurag Agarwal at AA Advisory.
Where is Anurag Agarwal based?
Anurag Agarwal is based in United States while working with AA Advisory.
What companies has Anurag Agarwal worked for?
Anurag Agarwal has worked for Aa Advisory, German Accelerator, Mufg, Fifth Third Bank, and Citi.
How can I contact Anurag Agarwal?
You can use AeroLeads to view verified contact signals for Anurag Agarwal at AA Advisory, including work email, phone, and LinkedIn data when available.
What schools did Anurag Agarwal attend?
Anurag Agarwal holds Mba, Finance & General Management from University Of Michigan - Stephen M. Ross School Of Business.
What skills is Anurag Agarwal known for?
Anurag Agarwal is listed with skills including Strategy, Business Strategy, Management Consulting, Due Diligence, Business Development, Leadership, Strategic Planning, and Acquisition Integration.
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