Rajan Sarkar

Rajan Sarkar Email and Phone Number

Director and Unit Head @ AnandRathi Wealth Limited
Kolkata, WB, IN
Rajan Sarkar's Location
Kolkata, West Bengal, India, India
Rajan Sarkar's Contact Details

Rajan Sarkar personal email

n/a
About Rajan Sarkar

MBA ,a key planner, strategist & implementer with 15 years of experience in financial markets, core area of competence being Investment Advisory, Wealth Management, Portfolio Management and Relationship Management.Have Dealt with various financial products like Deposits, Bonds, Debentures, Mutual Funds, Direct Equities, Structure Products , Insurance, Commodities, Currencies, REIT, Real Estate Advisory, Private Equity, Venture Capital, Angel Funding, Retail Banking. Specialized in Skilled in leading & managing direct reportees as well as cross functional teams, managing product line, identifying new financial products, creating and documenting new processes, taking new initiatives to clients, client servicing, client retention and turning around irate relations towards profitable and significant relationship size. Presently managing some of the largest relationships of HNI ,Ultra HNI,SME and corporates. The relationship size of the client ranges from 5 crores to 20 crores.The mission is to 3 times increase of asset size in next 4 years.Personally a fitness enthusiast, long distance runner, foodie and an avid reader.If you wish to reach out to me regarding your wealth management queries or otherwise , you can reach out to me on rajansarkar@rathi.com or book a one on one call with me at +91 9007009578.

Rajan Sarkar's Current Company Details
AnandRathi Wealth Limited

Anandrathi Wealth Limited

View
Director and Unit Head
Kolkata, WB, IN
Website:
bit.ly/3EeR06X
Employees:
1341
Rajan Sarkar Work Experience Details
  • Anandrathi Wealth Limited
    Director And Unit Head
    Anandrathi Wealth Limited
    Kolkata, Wb, In
  • Anandrathi Wealth Limited
    Director & Unit Head
    Anandrathi Wealth Limited Dec 2020 - Present
    Kolkata, West Bengal, India
  • Anandrathi Private Wealth Management
    Associate Director
    Anandrathi Private Wealth Management Jul 2019 - Nov 2020
    Kolkata
  • Anandrathi Private Wealth Management
    Senior Vice President
    Anandrathi Private Wealth Management Jul 2018 - Jul 2019
    Kolkata
  • Anandrathi Private Wealth Management
    Vice President
    Anandrathi Private Wealth Management Apr 2017 - Jun 2018
    Kolkata, West Bengal, India
    Presently managing the largest asset book in East in ARPW and assisted by two account managers.The asset is predominantly in mutual funds and structure products.The responsibilities include Financial Strategy presentation to client families,implementation of the strategy as per the GAP sheet and monitor the portfolio performance through preparing the Aide Memoire.
  • Religare Private Wealth
    Associate Vice President
    Religare Private Wealth Apr 2013 - Mar 2017
    Kolkata
    The primary relationship is to manage investments of HNI and ultra HNI clients by doing risk profiling, asset allocation, updating them of key macro- economic developments that may affect the return and risk of the portfolio, portfolio review, financial planning and investment advisory.Responsible for brand building events involving HNI and Ultra HNI population. The events can be fund manager commentary, seminars, talk shows and classical musical programmes.10 times increase in asset size and 5 times increase of number of households managing over last seven years .
  • Religare Private Wealth
    Senior Manager - Private Wealth
    Religare Private Wealth Apr 2011 - Mar 2013
  • Religare Private Wealth
    Manager - Private Wealth
    Religare Private Wealth Nov 2008 - Mar 2011
    Kolkata Area, India
  • Hsbc Bank
    Powervantage Relationship Manager
    Hsbc Bank Jul 2007 - Nov 2008
    Wealth Management Advisory, Client Acquisition, Business Development, Relationship Management
  • Icici Bank
    Senior Relationship Manager
    Icici Bank May 2005 - Jul 2007
    Kolkata

Rajan Sarkar Skills

Portfolio Management Cross Selling Strategic Financial Planning Strategic Financial Banking Investments Private Banking Retail Banking Investment Advisory Bancassurance Wealth Wealth Management Mutual Funds

Rajan Sarkar Education Details

  • School Of Communication And Management Studies (Scms),Cochin
    School Of Communication And Management Studies (Scms),Cochin
    A
  • College Of Textile Technology, Calcutta University
    College Of Textile Technology, Calcutta University
    Textile Technology
  • Kalyani University Experimental High Scool
    Kalyani University Experimental High Scool
    Secondary

Frequently Asked Questions about Rajan Sarkar

What company does Rajan Sarkar work for?

Rajan Sarkar works for Anandrathi Wealth Limited

What is Rajan Sarkar's role at the current company?

Rajan Sarkar's current role is Director and Unit Head.

What is Rajan Sarkar's email address?

Rajan Sarkar's email address is ra****@****ail.com

What schools did Rajan Sarkar attend?

Rajan Sarkar attended School Of Communication And Management Studies (Scms),cochin, College Of Textile Technology, Calcutta University, Kalyani University Experimental High Scool.

What skills is Rajan Sarkar known for?

Rajan Sarkar has skills like Portfolio Management, Cross Selling, Strategic Financial Planning, Strategic Financial, Banking, Investments, Private Banking, Retail Banking, Investment Advisory, Bancassurance, Wealth, Wealth Management.

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