Rohit Khatri
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Rohit Khatri Email & Phone Number

Senior Wealth Manager at InCred Wealth
Location: Mumbai, Maharashtra, India 7 work roles 3 schools
1 work email found @icicisecurities.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@icicisecurities.com
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Current company
Role
Senior Wealth Manager
Location
Mumbai, Maharashtra, India
Company size

Who is Rohit Khatri? Overview

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Quick answer

Rohit Khatri is listed as Senior Wealth Manager at InCred Wealth, a with 290 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at icicisecurities.com and a matched LinkedIn profile for Rohit Khatri.

Rohit Khatri previously worked as Equity Advisor at Motilal Oswal Financial Services Ltd and Equity relationship manager at Yes Securities. Rohit Khatri holds Chartered Wealth Manager, Wealth Management from Aafm.

Company email context

Email format at InCred Wealth

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{first}.{last}@icicisecurities.com
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AeroLeads found 1 current-domain work email signal for Rohit Khatri. Compare company email patterns before reaching out.

Profile bio

About Rohit Khatri

Successfully engaging in multiple engagements & taking initiatives by interacting, managing and coordinating with multiple parties defines him as business analyst. He is equity Capital Markets professional with extensive experience in developing and managing relationships with middle-level management and High net-worth individual investors and corporate.

Listed skills include Securities, Power, and Fuel Management.

Current workplace

Rohit Khatri's current company

Company context helps verify the profile and gives searchers a useful next step.

InCred Wealth
Incred Wealth
Senior Wealth Manager
Mumbai, MH, IN
Employees
290
AeroLeads page
7 roles

Rohit Khatri work experience

A career timeline built from the work history available for this profile.

Equity Relationship Manager

Mumbai, Maharashtra, India

Oct 2018 - Sep 2021

Business Analyst

Zalpha Systems Pte Ltd

Mumbai Area, India

Jan 2016 - Jul 2018

Trading Mentor

Sharekhan Ltd

Mumbai Area, India

Team Management Handling a team of 8 Trading mentor  Providing training and Brainstorming session to the team to educate them to get better performance Preparation of process documents which helps new joiner to understand system and process well. Getting and analyzing feedback from various teams and updating same to concern team. Generating MIS for various products usage which helps mentor to achieve their target as well as team target.Customer relationship establishment  Conducting online training program to educate client about Online Trading academy Core Strategy  Clarifying there doubt over Phone Via net meeting  Developing strong relationship with customer (Trader, Investor) by regular interaction to address their problem. Providing guidance to the client about demand and supply strategy of Online Trading academy.New Software Testing :- Trade Tiger –in-house developed:- Testing of proper functionality of beta version. Identify required correction and create documentation of same and pass it to team. Comparing Applications in Accordance with requirements. Tracking the issues through resolutions. Performing incident management during outages trade mitigation escalation when necessary.  Do the proper data testing tracking the issues through resolutions. Comparing Applications in Accordance with requirements.  Applying Black-box testing methodologies.

Sep 2013 - Dec 2015

Equity Adviser

Driving Product penetration and getting feedbacks :- Driving new products in Cash and derivatives (various products offering at ICICI securities). Getting and analyzing feedback from various teams and updating same to concern team.  Doing the gap analysis between the products and identify the variation requirements in products. Customer relationship establishment :- Built strong relationships with corporate, HNI investors, traders, discussing strategies and recommendations based on data.  Understand about their risk and return profile and guide them equity based investments.  Taking ownership of client trading issues from front-to-back; hands-on troubleshooting with IT and other groups as required. New Software Testing :- Trade Racer –in-house development & Trading Screen ( Live Trade Cloning Application ) Testing of proper functionality of beta version. Identify required correction and create documentation of same and pass it to team.  Do the proper data testing tracking the issues through resolutions. Comparing Applications in Accordance with requirements.  Applying Black-box testing methodologies.  Creating Test case papers.

Sep 2010 - Aug 2013

Junior Associates

Edelweiss Broking Ltd.

As dealer

Mar 2010 - Aug 2010
Team & coworkers

Colleagues at InCred Wealth

Other employees you can reach at incredwealth.com. View company contacts for 290 employees →

3 education records

Rohit Khatri education

Chartered Wealth Manager, Wealth Management

Aafm

Pgdm, Management

Sinhgad Institute Of Business Administration & Research

Education record

Raipur
FAQ

Frequently asked questions about Rohit Khatri

Quick answers generated from the profile data available on this page.

What company does Rohit Khatri work for?

Rohit Khatri works for InCred Wealth.

What is Rohit Khatri's role at InCred Wealth?

Rohit Khatri is listed as Senior Wealth Manager at InCred Wealth.

What is Rohit Khatri's email address?

AeroLeads has found 1 work email signal at @icicisecurities.com for Rohit Khatri at InCred Wealth.

Where is Rohit Khatri based?

Rohit Khatri is based in Mumbai, Maharashtra, India while working with InCred Wealth.

What companies has Rohit Khatri worked for?

Rohit Khatri has worked for Incred Wealth, Motilal Oswal Financial Services Ltd, Yes Securities, Zalpha Systems Pte Ltd, and Sharekhan Ltd.

Who are Rohit Khatri's colleagues at InCred Wealth?

Rohit Khatri's colleagues at InCred Wealth include Jyoti Gupta, Ajay Bhanushali, Atish Dhumal, Sandeep Dhingra, and Arti Wadhwa Bhalla.

How can I contact Rohit Khatri?

You can use AeroLeads to view verified contact signals for Rohit Khatri at InCred Wealth, including work email, phone, and LinkedIn data when available.

What schools did Rohit Khatri attend?

Rohit Khatri holds Chartered Wealth Manager, Wealth Management from Aafm.

What skills is Rohit Khatri known for?

Rohit Khatri is listed with skills including Securities, Power, and Fuel Management.

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