Rajan Sarkar Email and Phone Number
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Rajan Sarkar personal email
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.
Anandrathi Wealth Limited
View- Website:
- bit.ly/3EeR06X
- Employees:
- 1341
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Director And Unit HeadAnandrathi Wealth LimitedKolkata, Wb, In -
Director & Unit HeadAnandrathi Wealth Limited Dec 2020 - PresentKolkata, West Bengal, India -
Associate DirectorAnandrathi Private Wealth Management Jul 2019 - Nov 2020Kolkata -
Senior Vice PresidentAnandrathi Private Wealth Management Jul 2018 - Jul 2019Kolkata -
Vice PresidentAnandrathi Private Wealth Management Apr 2017 - Jun 2018Kolkata, West Bengal, IndiaPresently 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. -
Associate Vice PresidentReligare Private Wealth Apr 2013 - Mar 2017KolkataThe 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 . -
Senior Manager - Private WealthReligare Private Wealth Apr 2011 - Mar 2013 -
Manager - Private WealthReligare Private Wealth Nov 2008 - Mar 2011Kolkata Area, India -
Powervantage Relationship ManagerHsbc Bank Jul 2007 - Nov 2008Wealth Management Advisory, Client Acquisition, Business Development, Relationship Management
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Senior Relationship ManagerIcici Bank May 2005 - Jul 2007Kolkata
Rajan Sarkar Skills
Rajan Sarkar Education Details
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School Of Communication And Management Studies (Scms),CochinA -
College Of Textile Technology, Calcutta UniversityTextile Technology -
Kalyani University Experimental High ScoolSecondary
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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