Nagendra Kumar Email and Phone Number
Nagendra Kumar personal email
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PGDBRM & MBA in Banking & Finance with 12+ years of experience in Wealth Management. Nagendra have been managing investment for HNI, Ultra HNI and NRI customers since more than a decade and his past experience, current skills along with certification like Award in International wealth Management, Retirement Advisor, PMS, AIF, Mutual Funds distributor, Insurance Advisor and Estate planning makes him eligible to manage overall investment of a client by doing Goal based financial planning through various Equity and Debt investment products.With an aim to make Every Earner an Investor, Nagendra helps his client to Save, Invest, Grow and Protect their wealth by creating a Curated and Risk Adjusted Return portfolio.When it comes to servicing his clients, he ensure going beyond the limit and resolve customers query on high priority with Zero unsatisfied customer till date. He believes managing investment is a long-term commitment & a responsible job including next generation wealth transfer and hence he maintains trust & Faith of customers by "Partnering Your Investment Journey".
Equidet
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FounderEquidet Apr 2023 - PresentIndiaFounder at EquiDetMutual Funds, Bonds, AIF, PMS, Unlisted Shares, Insurance, LoansRetirement Planning, Financial Planning, Wealth Management, Insurance Planning
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Wealth Manager - Nri Banking / Assistance Vice PresidentIndusind Bank Aug 2022 - Mar 2023Kolkata, West Bengal, IndiaWealth Management for Ultra HNI Customers. Portfolio Management and Financial Planning, Advisory services on Individuals Finance. NRI Banking and NRI customers financial planning. Analysing and designing of portfolio. -
Senior Relationship Manager - NriIdfc First Bank Nov 2019 - Aug 2022Ranchi, Jharkhand, IndiaHandling team of NR RM'sDriving branches NR business of a ClusterSourcing HNI NRI NTB clientsManaging NR Clients base of a ClusterCross sell of Revenue Generation Productslike Life Insurance, Mutual Funds, FCNR Forward contract to existing customer based mapped to meGenerating revenue through inward remittance -
ManagerYes Bank Jun 2019 - Oct 2019Bengaluru, Karnataka, IndiaHNI Portfolio Handling, Wealth Management, Relationship & Service Management -
Relationship ManagerStandard Chartered Bank Jul 2018 - May 2019Bangalore* Managing & Retaining Existing Corporates * Maximize Retail Business From Existing Corporates by Sourcing Employee Salary Account* Sourcing New To Bank Corporates For employee salary account* Cross Selling of Third party Products i.e Life Insurance from Existing customers* Cross selling of Other Banking Products like - Personal Loan, Home Loan, Credit Cards & Mutual Funds* Working closely with Service team to ensure best in class services to Corporates & Individual clients -
Team Leader - B2B SalesWww.Shopnista.Com May 2016 - Jun 2018Bangalore, India Leading team in sourcing customers to sell in online portal. Leading team of operation staff. Handling online & offline promotional activities to generate more traffic. Building an ardent relationship with the sellers. Meeting high value clients & acquire business. Assisting the unsatisfied clients to resolve the issues and revive the relationship. Analysing the market & giving feedback to the management. Assisting the Management in financial planning.
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Relationship ManagerKotak Mahindra Bank May 2013 - Apr 2016Bengaluru Area, India Sourcing and maintaining High Value clients. Generating the potential client leads through cold calling and references. Cross selling Bank’s products to existing clients. Building an ardent relationship with Privy team to optimize the Bank’s resources. Assisting the unsatisfied clients to resolve the issues and revive the relationship. Assisting the service team to resolve the queries with respect to existing Clients. Providing the client’s feedback to Product & Marketing team to being competitive in the market. Providing the client’s feedback to RPC & CPC to smoothen the process. -
Medical RepresentativeAbbott Healthcare Pvt Ltd - India Apr 2011 - Jan 2012Bangalore
Nagendra Kumar Education Details
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Finance -
Banking And Finance
Frequently Asked Questions about Nagendra Kumar
What company does Nagendra Kumar work for?
Nagendra Kumar works for Equidet
What is Nagendra Kumar's role at the current company?
Nagendra Kumar's current role is Founder & Wealth Head - EquiDet. International Wealth Manager. Managing clients Wealth since 2013. One stop solutions for all your Financial Need. Private Wealth Partner for HNI, NRI, Business and Family Offices..
What is Nagendra Kumar's email address?
Nagendra Kumar's email address is na****@****ail.com
What schools did Nagendra Kumar attend?
Nagendra Kumar attended Globalnxt University, Department Of Commerce, Manipal University, Presidency College, No.33-2c, 33-2d, Kempapuara Hebbal, Bangalore-24.
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President The Genomics Foundation, Jc Bose National Fellow, Icar-Nipb New DelhiNew Delhi1gmail.com -
Nagendra Kumar
Senior Devops Engineer | Aws | Gcp | Docker | Kubernetes | Terraform | Cicd | Python | Jenkins | Github | Git | Linux | Shell Script | Json | Grafanaaws Cloud Certified | Istqb Foundation CertifiedNoida -
Nagendra Kumar
Sre At Master Card| Devops Engineer ♾️| Linux 🐧| Gitlab | Docker 🐳| Kuberntes ☸️| Terraform | Ansible | Splunk | Jenkins 🛠| Aws ☁ | Jira 🛒|Hyderabad -
Nagendra Kumar
Co-Founder & Ceo At Insight Assess | Elevating The Value Of Partner Schools | Iit DelhiGurgaon
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