Jharna Agarwal work email
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Jharna Agarwal personal email
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With over 18 years of diverse experience in the Wealth Management and Banking industry, I have successfully led Product, Advisory, and Sales teams with an objective-driven approach, focusing on building scalable practices. My proficiency extends to setting up product evaluation processes and crafting advisory strategies, ensuring alignment with organizational goals.While I was at Anand Rathi Preferred I have spearheaded various projects including re-branding, IT development, and incentive benchmarking, showcasing my ability to handle multifaceted initiatives effectively.Furthermore, I have been a contributor to English and Hindi newspapers, providing authored articles and opinions on industry-related topics.I am committed to delivering high-impact results in every endeavor.
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Head - ProductsIncred Premier Mar 2024 - PresentMumbai, Maharashtra, India -
Senior Vice President - Third Party Products And AdvisoryCentrum Wealth Management Limited Jan 2022 - Jan 2024Mumbai, Maharashtra, India
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Head - Products, Anand Rathi PreferredAnand Rathi Shares And Stock Brokers Ltd Sep 2016 - Jan 2022Mumbai, Maharashtra, IndiaLeading a Support team of 8 members, servicing 45+ sales team members.The platform caters to HNIs with investible surplus of 1cr+, currently servicing 1500+ families having Rs1300 crore AUM.Key achievement – Increased vertical profitability by 8-fold since taking over vertical head responsibility.Setup of Advisory framework for the vertical. Improving relevance of the outputs in context to the client and establish process to standardize them.Revisit product platform and plug the gaps in the offeringDrafted induction modules for new joinees. Formalized the on-going training on a four-pillar program -Core product, Vertical philosophy, Third party products and Soft skills. -
Head - Products And AdvisoryKarvy Private Wealth Apr 2014 - Sep 2016Mumbai -
Associate Vice President - Products & AdvisoryKarvy Private Wealth Oct 2010 - Mar 2014Mumbai Area, India• Managing the product platform for Third Party Products, which includes Mutual Funds, Insurance and PMS.• Maintaining depth and width of the product bouquet by scouting for new products and getting them on-boarded.• Creating a well-defined positioning for each product on platform• Managing Central Product office: MIS preparation, liaising with compliance, running Contests, Campaigns and Trackers. Defining and documenting structure and functioning on investment committee and publishing newsletters.• Leading Training activities : Induction Training, Refresher Training and Ongoing Learning Activities
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Manager - Hni SolutionsKarvy Private Wealth Dec 2009 - Oct 2010• Liaise with Products and Marketing team on Business requirements• Monitor and review RM productivity • Drafting and implementing business policies
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Powervantage RmHsbc Jan 2008 - Nov 2009• Responsible for managing the Wealth Management and Banking products for Power Vantage (5lacs-25lac) and Premier clientele (25lac and above) while increasing the wallet share of the customer with HSBC. Including both resident and non-resident clients.• Doing Personal Financial Review for Clients to evaluate their finances, identify their current and future financial needs and assist them in drawing up a plan to meet the said needs.• Sourcing investment and insurance products and driving cross sell of the bank's products to PVA customer’s base.• Ensuring compliance with internal and external guidelines and minimal comments in audits and other inspections. -
ManagerKotak Mahindra Bank Apr 2006 - Dec 2007• Understanding investment needs of new clients and providing feasible investment solutions.• Handling and managing investment portfolio of existing privilege clients and increasing their portfolio by providing different investment options like Mutual funds, Insurance, etc.• Driving Cross-sale of assets products.• Back-up to relationship managers holding HNI relationships.• To handle customer service requirements like account opening, DMAT account opening, grievances, liability• Branch champion for all Learning Management Modules.• Part of Beta Team, which was responsible for launch of new product and/or processes. Responsible for conducting the sessions for my branch for all new products and processes.
Jharna Agarwal Skills
Jharna Agarwal Education Details
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Finance -
Certificate In Investment Performance MeasurementInvestments And Securities -
Commerce
Frequently Asked Questions about Jharna Agarwal
What company does Jharna Agarwal work for?
Jharna Agarwal works for Incred Premier
What is Jharna Agarwal's role at the current company?
Jharna Agarwal's current role is Head of Products, InCred Premier.
What is Jharna Agarwal's email address?
Jharna Agarwal's email address is jh****@****ail.com
What schools did Jharna Agarwal attend?
Jharna Agarwal attended Ibs Hyderabad, Certificate In Investment Performance Measurement, Delhi University.
What are some of Jharna Agarwal's interests?
Jharna Agarwal has interest in Human Rights, Children, Education.
What skills is Jharna Agarwal known for?
Jharna Agarwal has skills like Relationship Management, Team Leadership, Wealth Management Services, Personal Financial Planning, Training Delivery, Cross Functional Coordination, Mutual Funds, Wealth Management, Insurance, Financial Services, Investment Advisory, Portfolio Management.
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jharna agarwal
Raipur -
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Jharna Agarwal
Vadodara1yahoo.co.in
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