Sanjeev P Email and Phone Number
Certified and Seasoned Investment Advisory, Product Management and Business Strategy Professional specializing in the areas of Private Banking, Fund Raising, Client Relations, Business Expansion with a Leadership driven experience in a multidimensional environment for UHNI , HNI , Family Offices and Trusts across Domestic and Offshore Markets. Leveraging on his 24 years of Inv. Management experience and Triple Master Degrees in Economics ,Finance and Digital Business Strategy , he is passionate about delivering optimal results and maximize value in the areas of Client Management , Product Due Diligence, Bespoke Advisory , Private Placement, Bancassurance, and Setting up new Businesses, with a focus on Innovation, Cutting edge Digital Solutions and Platform Strategies for the Next generation Enterprises.Successfully launched and scaled multiple Investment Products across platforms. Forged strategic partnerships and collaborations with leading Financial institutions, Asset Managers, and Advisory firms, expanding the Market Reach and Topline growth.
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Senior Group Vice PresidentMotilal Oswal Private WealthIndia -
Senior DirectorIncred Wealth Apr 2020 - PresentIndia• Developed and executed acquisition strategies for UHNI, HNI, and Institutional Clients, managing an AUA of ~INR 300 Crores.• Led fund raising efforts for Alternate Investment Funds and Private Placement of Venture Debt.• Specialized in Section 11(5) Trust Fund investments of the Income Tax Act. -
Senior AvpIcici Securities Private Wealth Jan 2017 - Apr 2020India• Drove profitability of client managed equity portfolios through active collaboration with research teams, dealing desks, and trading clients.• Raised funds for Tier 2 capital via private placements and secondary bonds of financial institutions.• Expanded family office business by introducing ICICI Estate Planning Services to UHNI Families -
Product Head- Wealth Management (3Yrs) And South Regional Head- Wealth Management (6Yrs)Tata Capital Sep 2008 - Dec 2016India• Established and managed the Wealth Management vertical in the Southern Region, overseeing team setup, client acquisition strategies, and product placement.• Led legal and compliance coordination, including SEBI license application, AMFI due diligence, and overseas investment opportunities.• Spearheaded Bancassurance Business partnership with TATA AIA across all 135 branches, executing insurance distribution strategy for cross-selling and bundling insurance. -
Assoc. Vice President –Business Development (South Region)Ask Group Oct 2006 - Sep 2008India -
Group Head-Wealth ManagementAllegro Capital Advisors May 2003 - Oct 2006India
Sanjeev P Education Details
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Economics -
7.55Cgpa -
Acounting, Economics, Financial Management
Frequently Asked Questions about Sanjeev P
What company does Sanjeev P work for?
Sanjeev P works for Motilal Oswal Private Wealth
What is Sanjeev P's role at the current company?
Sanjeev P's current role is Senior Group Vice President.
What schools did Sanjeev P attend?
Sanjeev P attended Emeritus, Aligarh Muslim University, Icfai Business School, St. Xavier's College (Autonomous), Kolkata.
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