George Stephen personal email
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Over 17 years experience in financial Services. Started my career in 1996 as an Executive in Lloyds Finance Ltd and worked in various dept like Fixed Deposits, Car Finance, Lease & Hire Purchase..Joined Birla MF in Mar 1998. Developed Baroda & Surat as franchisee locations. Managed Retail Sales for Ahmedabad, Rajkot, Bhavnagar, Jamnagar etc.. before joining as Branch Manager for Baroda. Managed Baroda Cluster in my last assignment in Birla MFAfter Birla, I joined ABN Amro Bank (now Royal Bank of Scotland) and was responsible for Investment Business for Ahmedabad & Udaipur.Currently i am with Daiwa Asset Mgmt taking care of Gujarat Region.Specialties: Channel Sales & Wealth Management
Active Champs
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OwnerActive Champs Jan 2014 - PresentAhmedabad
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Area Sales Manager - GujaratDaiwa Asset Management (India) Pvt Ltd Jan 2011 - Dec 2013
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Gujarat HeadShinsei Asset Management (India) Pvt Ltd Dec 2008 - Jan 2011Sales Professional heading Gujarat Region for Shinsei Bank Group's Asset Management Business (Mutual Fund). Handling Channel sales i.e. Foreign Bank, Private Sector Bank, National Distributors & IFAs.
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Avp, Investment ServicesAbn Amro Bank N.V. Dec 2007 - Nov 2008Responsible for Investment Business for Van Gogh Preferred Banking Clients, Ahmedabad & Udaipur Branch as a whole. -
Cluster ManagerBirla Sun Life Asset Management Co. Ltd Jan 2005 - Nov 2007Heading Baroda Cluster which also includes locations like Anand, VV Nagar, Bharuch, Nadiad, Halol etc. Channel Sales which includes National Distributors, Banks, Regional Distributors & Individual Financial Planners -
Relationship ManagerBirla Sun Life Asset Management Co. Ltd Jan 2002 - Dec 2004Responsible for channel Sales for Ahmedabad, Rajkot & upcountry locations like Jamnagar, Bhavnagar, Gandhinagar, Mehsana etc.Travelling to Baroda for developing our Baroda franchisee location.Additional responsibility of upgrading Baroda from a franchisee location to a full fledged branch after enhancing the market share & AUM.
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Executive - Customer ServiceBirla Sun Life Asset Mgmt Co. Ltd Mar 1998 - Dec 2001Heading Customer Service for Gujarat Region.Also developed Baroda & Surat as Franchisee locations by regular visits and training.
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ExecutiveLloyds Finance Ltd 1996 - 1998Channel Sales
George Stephen Skills
George Stephen Education Details
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Financial Planning Service Board, IndiaInvestment Planning, Risk Management, Retirement Planning, Tax Planning -
Som Lalit Institute Of Management StudiesFinance
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L. A. Shah Law CollegeTaxation
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Seth Damodardas School Of CommerceFinance
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L. J. Commerce CollegeAccountancy
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Best High SchoolCommerce
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Ama
Frequently Asked Questions about George Stephen
What company does George Stephen work for?
George Stephen works for Active Champs
What is George Stephen's role at the current company?
George Stephen's current role is Sports & Fitness.
What is George Stephen's email address?
George Stephen's email address is sg****@****ail.com
What schools did George Stephen attend?
George Stephen attended Financial Planning Service Board, India, Som Lalit Institute Of Management Studies, L. A. Shah Law College, Seth Damodardas School Of Commerce, L. J. Commerce College, Best High School, Ama.
What skills is George Stephen known for?
George Stephen has skills like Mutual Funds, Relationship Management, Wealth Management, Investments, Banking, Equities, Business Development, Financial Services, Investment Advisory, Channel Partners, Asset Management, Portfolio Management.
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