Partner
Current
Feb 2023 - Present
AeroLeads people directory · profile
Santosh Kumar Email & Phone Number
Partner
at
Moneytecture
1 work email found
@yahoo.co.in
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Who is Santosh Kumar? Overview
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Quick answer
Santosh Kumar is listed as Partner at Moneytecture, based in New Delhi, Delhi, India. AeroLeads shows a work email signal at yahoo.co.in and a matched LinkedIn profile for Santosh Kumar.
Santosh Kumar previously worked as Wealth Partner at Moneytecture and Senior Account's Manager, Business Banking at Standard Chartered Bank. Santosh Kumar holds Master Of Business Administration - Mba from Icfai Business School.
Company email context
Email format at Moneytecture
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*@yahoo.co.in
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AeroLeads found 1 current-domain work email signal for Santosh Kumar. Compare company email patterns before reaching out.
Profile bio
About Santosh Kumar
Santosh Kumar is a Partner at Moneytecture.
Current workplace
Santosh Kumar's current company
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11 roles
Santosh Kumar work experience
A career timeline built from the work history available for this profile.
Wealth Partner
Senior Account'S Manager, Business Banking
The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing.
May 2021 - Feb 2024
Branch Manager
Feb 2022 - Jan 2023
Vice President, Branch Head
Responsible for meeting all branch-banking objectives and overall branch supervision. Ensure achievement of overall Branch Targets by generating business and cross sales. Key Customer Relationship Management & supervision of all High Net Worth customer programs.
Jun 2017 - Apr 2021
Private Wealth Management Specialist
Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk/Financial modeling/Credit risk management plans to meet clients’ needs. Assisted clients with comprehensive.
Sep 2016 - May 2017
Key Account Manager
Corporate Client acquisition for treasury management Responsible for planning, developing and implementing Need Analysis and Risk Analysis Making Investment Policy for corporate clients Providing the transactional support Analyzing various Events and reports like Market Report, Altus, Treasury report, Fixed Income Reports and Macroeconomic.
Sep 2015 - Aug 2016
Wealth Manager
Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk management plans to meet clients’ needs. Assisted clients with comprehensive planning. Accountable of all loans like- LAP,Home.
Jul 2013 - Sep 2015
Tax Analyst
- Working on the Processing software as an end-user and preparing the Individual tax returns for Federal and State filing purposes.
- Working out complex calculations in order to arrive at taxable income. These include different Accruals, Provisions matching, Depreciation Calculations for tax Purposes and Partner allocations. Also filing extensions.
- Using in-house research databases and Tax Code to locate applicable rulings, citations for federal and state level queries.
- Preparing accurate and referenced support work-papers using MS Excel and Adobe Acrobat involving various Excel tools.
- Handling multiple engagements and clients under tight deadlines and working under a rigid Compliance methodology to provide excellent client service.
- Constant Communication with US based seniors and managers to provide status updates, open items details, roadblocks and asking for assistance.
Dec 2012 - Jul 2013
Wealth Manager
Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk/Financial modeling/Credit risk management plans to meet clients’ needs. Assisted clients with comprehensive planning..
Feb 2012 - Aug 2012
Wealth Manager
Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk management plans to meet clients’ needs. Assisted clients with comprehensive planning. Accountable of all loans like- Auto, LAP.
Sep 2009 - Feb 2012
2 education records
Santosh Kumar education
Master Of Business Administration - Mba
Education record
FAQ
Frequently asked questions about Santosh Kumar
Quick answers generated from the profile data available on this page.
What company does Santosh Kumar work for?
Santosh Kumar works for Moneytecture.
What is Santosh Kumar's role at Moneytecture?
Santosh Kumar is listed as Partner at Moneytecture.
What is Santosh Kumar's email address?
AeroLeads has found 1 work email signal at @yahoo.co.in for Santosh Kumar at Moneytecture.
Where is Santosh Kumar based?
Santosh Kumar is based in New Delhi, Delhi, India while working with Moneytecture.
What companies has Santosh Kumar worked for?
Santosh Kumar has worked for Moneytecture, Standard Chartered Bank, Yes Bank, Idfc Bank, and Aditya Birla Group.
How can I contact Santosh Kumar?
You can use AeroLeads to view verified contact signals for Santosh Kumar at Moneytecture, including work email, phone, and LinkedIn data when available.
What schools did Santosh Kumar attend?
Santosh Kumar holds Master Of Business Administration - Mba from Icfai Business School.
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