Santosh Shetti Email & Phone Number

· Certified Financial Planner (CFP) and Masters’ in Financial Management (MFM), JBIMS· Wealth management, treasury and risk management professional with over 25 years of significant experience in various aspects of banking / financial product and services· Experience of successful strategy development and product management roles focusing on HNI segments with the aim of building competitive advantage in terms of business scale, training and segment offering· Domain knowledge and exposure across investment and treasury product – Mutual Funds, Alternate investment, Insurance, Bullion, Derivatives, Forex, Debt & Equity Capital Markets· Worked under various roles – Investment and Insurance Product Manager, Financial Advisor, Product/Sales Strategist, Market risk management, Research & analytics· Worked on key strategic initiatives in the areas of – business set up, product and service proposition enhancements, sales process optimization, knowledge management, implement custom built robust system and service delivery platforms· Long and enriching working association with global/reputed institutions like Motilal Oswal Financial Services, YES Bank, Barclays Bank, ICICI Bank & ICICI Securities.Specialties: Financial Advisory, Investment and Business Strategy, Product Development, Sales TrainingAll views expressed on the platform are my personal views only.

Listed skills include Banking, Portfolio Management, Risk Management, Business Strategy, and 15 others.