Associate Vice President
Current
Sep 2024 - Present
AeroLeads people directory · profile
Suman Kumar Email & Phone Number
Associate Vice President
at
Motilal Oswal Wealth Limited
1 work email found
@spglobal.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Vice President
Location
Pune, Maharashtra, India
Who is Suman Kumar? Overview
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Quick answer
Suman Kumar is listed as Associate Vice President at Motilal Oswal Wealth Limited, based in Pune, Maharashtra, India. AeroLeads shows a work email signal at spglobal.com and a matched LinkedIn profile for Suman Kumar.
Suman Kumar previously worked as Associate Vice President at Kotak Mahindra Bank and Chief Manager at Kotak Mahindra Bank. Suman Kumar holds Advanced Data Science For Managers from Indian Institute Of Management, Kozhikode.
Company email context
Email format at Motilal Oswal Wealth Limited
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{first}.{last}@spglobal.com
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AeroLeads found 1 current-domain work email signal for Suman Kumar. Compare company email patterns before reaching out.
Profile bio
About Suman Kumar
At Kotak Mahindra Bank, we strive for excellence in wealth management, recommending tailored investment solutions that align with client goals. Our expertise in financial planning and market analysis has enabled us to construct and maintain robust portfolios, ensuring they meet the dynamic needs and objectives of our high net worth clientele.Our team’s commitment to continuous learning has been bolstered by advanced data science and leadership education from IIM Kozhikode and IIM Indore, which underpins our approach to client relationships and business growth. Leveraging these competencies, we've cultivated valuable client partnerships and contributed to the organization's financial success.
Listed skills include Microsoft Office, Microsoft Excel, Management, Microsoft Word, and 14 others.
Current workplace
Suman Kumar's current company
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5 roles
Suman Kumar work experience
A career timeline built from the work history available for this profile.
Associate Vice President
1. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. 2. Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.3. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. 4. Helping the company meet its financial… Show more 1. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. 2. Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.3. Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients. 4. Helping the company meet its financial objectives through personalised financial planning.5. Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.6. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.7. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.8. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.9. Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.10. Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.11. Participate in industry conferences and seminars to expand knowledge and network with potential clients. Show less
May 2023 - Sep 2024
Chief Manager
Mar 2023 - May 2023
Imperia Clients Relationship Manager - Senior Manager
Managing the High Net Worth customers of assigned portfolio.Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNW relationships.Ensuring the highest levels of service to the HNW customersFinancial planning & Investment AdviseSales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.One point contact for all requirements of HNW customers in the… Show more Managing the High Net Worth customers of assigned portfolio.Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNW relationships.Ensuring the highest levels of service to the HNW customersFinancial planning & Investment AdviseSales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.One point contact for all requirements of HNW customers in the Branch.Acquisition & Servicing of HNW customers Show less
Jun 2017 - Feb 2023
Research Associate
Mar 2016 - Jun 2016
4 education records
Suman Kumar education
Advanced Data Science For Managers
Leadership And Change Management
Master Of Business Administration - Mba, Marketing And Finance
Bbm - International Business, Business Administration And Management, General, 75%
FAQ
Frequently asked questions about Suman Kumar
Quick answers generated from the profile data available on this page.
What company does Suman Kumar work for?
Suman Kumar works for Motilal Oswal Wealth Limited.
What is Suman Kumar's role at Motilal Oswal Wealth Limited?
Suman Kumar is listed as Associate Vice President at Motilal Oswal Wealth Limited.
What is Suman Kumar's email address?
AeroLeads has found 1 work email signal at @spglobal.com for Suman Kumar at Motilal Oswal Wealth Limited.
Where is Suman Kumar based?
Suman Kumar is based in Pune, Maharashtra, India while working with Motilal Oswal Wealth Limited.
What companies has Suman Kumar worked for?
Suman Kumar has worked for Motilal Oswal Wealth Limited, Kotak Mahindra Bank, Hdfc Bank, and S&P Global Market Intelligence.
How can I contact Suman Kumar?
You can use AeroLeads to view verified contact signals for Suman Kumar at Motilal Oswal Wealth Limited, including work email, phone, and LinkedIn data when available.
What schools did Suman Kumar attend?
Suman Kumar holds Advanced Data Science For Managers from Indian Institute Of Management, Kozhikode.
What skills is Suman Kumar known for?
Suman Kumar is listed with skills including Microsoft Office, Microsoft Excel, Management, Microsoft Word, Powerpoint, Leadership, Strategic Planning, and Team Leadership.
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