Bhavya Gupta work email
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Bhavya Gupta personal email
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Bhavya is a Private Banker with over two decades of experience handling Investment relationships for High Net worth clients, family offices and Institutions. Her area of specialization is Emerging markets- mainly India focusing on Wealth Management, Asset Management, Financial Investments, Private Equity, Insurance, Real estate private equity. She is Series 7 and 63 certified, with a post graduate diploma(MBA) from a leading Indian management institute and Private equity education from Wharton School, University of Pennsylvania.Enthusiastic on the opportunities in Emerging Markets particularly the India growth story. Innovative and strategic long term thinker who displays strong entrepreneurial behaviors.
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Managing DirectorUmergence Jan 2023 - PresentPlantsville, Connecticut, Us -
Committee Member- Private Equity & Venture CapitalNysscpa - The New York State Society Of Cpas Dec 2021 - PresentNew York, Ny, Us -
Managing PartnerAce Consultants May 2019 - Present
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Vice PresidentIifl (India Infoline Group) Jun 2017 - Apr 2019Mumbai, Maharashtra, InDemonstrates strong client relationships in the Institutions, Family office & key client segments. Solid sales & account managements skills, with deep knowledge of Emerging Markets mainly India. Presenting the service offering to identified prospects & clients at the highest level, tailoring the messaging to client need and opportunityIdentifies and builds strong relationships with all key decision makers in the client organisation (including at C-Level) -
DirectorConjugate Capital Advisors Pvt Ltd Jan 2015 - Jun 2017Provided constant Financial and strategic solutions across Corporates, Foundations and Family Office. Operated at a company management level, working across businesses and geographies in order to maintain a global perspective on offerings and consulting efforts focus been cross- border keeping local & international compliance norms at forefront. Extreme organization and effective time management, excellent follow-up with a strong attention to detail. -
Private BankerIcici Bank Jun 2013 - Nov 2014Mumbai , Maharashtra, InBuilt & managed key deposit and lending relationship in the Private Bank along with Commercial real estate, land and residential deals. Sourcing and establishing New Private Bank Relationships. Customized end to end financial products & services as per requirement. Ability to coach and mentor others on building strong customer relationships -
Vice PresidentHsbc Private Bank Jun 2006 - May 2012London, Gb-Acquired and managed HNI Clients-Solicitied, developed and managed end-to-end relationships with a portfolio of high income/ high net worth private banking clients through investments, banking, trust services and financial planning. -
Relationship ManagerCiti Bank 2005 - 2006New York, New York, Us- Established ASM Insurance Channel in Karnataka, India- Managed HNI Investment and advisory relationships -
Sales ManagerCiti Bank 2004 - 2005New York, New York, Us- Launched and established the retail sourcing for Women's banking in Delhi region- Sourced 9000+ savings accounts- Ensured consistent growth and maximized revenue stream through cross sell across business units
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Sales ManagerKotak Life Insurance 2002 - 2004Mumbai, Maharashtra, In- Life advisor's overachieved sales target for premium collected every month;- Established ‘Trade Marketing’ function for northern region in India
Bhavya Gupta Skills
Bhavya Gupta Education Details
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The Wharton SchoolPrivate Equity: Investing And Creating Value -
Institute Of Management Technology, GhaziabadMarketing/Finance
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Shri Ram College Of Commerce (Srcc)Bachelor Of Commerce(H)
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Delhi Public School- Mathura Road
Frequently Asked Questions about Bhavya Gupta
What company does Bhavya Gupta work for?
Bhavya Gupta works for Umergence
What is Bhavya Gupta's role at the current company?
Bhavya Gupta's current role is Managing Partner at ACE Consultants.
What is Bhavya Gupta's email address?
Bhavya Gupta's email address is bh****@****hoo.com
What schools did Bhavya Gupta attend?
Bhavya Gupta attended The Wharton School, Institute Of Management Technology, Ghaziabad, Shri Ram College Of Commerce (Srcc), Delhi Public School- Mathura Road.
What are some of Bhavya Gupta's interests?
Bhavya Gupta has interest in Children, Economic Empowerment, Politics, Environment, Health.
What skills is Bhavya Gupta known for?
Bhavya Gupta has skills like Wealth Management, Portfolio Management, Relationship Management, Banking, Private Banking, Team Management, Mutual Funds, Business Development, Equities, Investment Advisory, Capital Markets, Investment Banking.
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