Founder
CurrentFounder at EquiDetMutual Funds, Bonds, AIF, PMS, Unlisted Shares, Insurance, LoansRetirement Planning, Financial Planning, Wealth Management, Insurance Planning
Apr 2023 - Present
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Nagendra Kumar Email & Phone Number
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.
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EquiDet
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Current company
Role
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.
Location
Kolkata, West Bengal, India
Who is Nagendra Kumar? Overview
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Quick answer
Nagendra Kumar is listed as 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. at EquiDet, based in Kolkata, West Bengal, India. AeroLeads shows a matched LinkedIn profile for Nagendra Kumar.
Nagendra Kumar previously worked as Founder at Equidet and Wealth Manager - NRI Banking / Assistance Vice President at Indusind Bank. Nagendra Kumar holds Master Of Business Administration (Mba), Finance from Globalnxt University.
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Profile bio
About Nagendra Kumar
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".
Current workplace
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8 roles
Nagendra Kumar work experience
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Wealth Manager - Nri Banking / Assistance Vice President
Wealth 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.
Aug 2022 - Mar 2023
Senior Relationship Manager - Nri
Handling 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
Nov 2019 - Aug 2022
Jun 2019 - Oct 2019
Relationship Manager
* 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
Jul 2018 - May 2019
Team Leader - B2B Sales
Www.Shopnista.Com
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.
May 2016 - Jun 2018
Relationship Manager
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.
May 2013 - Apr 2016
Medical Representative
Apr 2011 - Jan 2012
3 education records
Nagendra Kumar education
Master Of Business Administration (Mba), Finance
Pgdbrm, Banking And Finance
Bachelor Of Science - Bs, Biotechnology, 1St
FAQ
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Quick answers generated from the profile data available on this page.
What company does Nagendra Kumar work for?
Nagendra Kumar works for EquiDet.
What is Nagendra Kumar's role at EquiDet?
Nagendra Kumar is listed as 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. at EquiDet.
Where is Nagendra Kumar based?
Nagendra Kumar is based in Kolkata, West Bengal, India while working with EquiDet.
What companies has Nagendra Kumar worked for?
Nagendra Kumar has worked for Equidet, Indusind Bank, Idfc First Bank, Yes Bank, and Standard Chartered Bank.
How can I contact Nagendra Kumar?
You can use AeroLeads to view verified contact signals for Nagendra Kumar at EquiDet, including work email, phone, and LinkedIn data when available.
What schools did Nagendra Kumar attend?
Nagendra Kumar holds Master Of Business Administration (Mba), Finance from Globalnxt University.
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