Tarun Laroia

Tarun Laroia Email and Phone Number

Executive Director @ RA Wealth Private Limited
Tarun Laroia's Location
Delhi, India, India
Tarun Laroia's Contact Details

Tarun Laroia personal email

n/a
About Tarun Laroia

 Seasoned professional having over 23 years of experience in the Financial Services industry. Expertise in providing advisory services to Corporate treasuries of Large Companies, Family offices & High Net worth Individuals, coupled with experience across Private Banking, Investment Advisory Service, sale of Insurance & Mutual Funds, IPO Funding and Primary Market among others. Proven competence in setting up Mutual Fund & Insurance Distribution Desk from a scratch, the role entailing setting up processes, building & enabling teams and overseeing regulatory compliance.

Tarun Laroia's Current Company Details
RA Wealth Private Limited

Ra Wealth Private Limited

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Executive Director
Tarun Laroia Work Experience Details
  • Ra Wealth Private Limited
    Executive Director
    Ra Wealth Private Limited Jun 2024 - Present
    New Delhi
  • Uti Mutual Fund
    Vice President
    Uti Mutual Fund Feb 2023 - May 2024
    New Delhi
     Providing advisory services and suitable investment options to Senior Relationship Managers & Regional Heads of Large Private Sector Banks, Foreign Banks & National Distributors for investment of their Corporate & HNI clients. Committed to help channel partners grow and guide their clients. Providing investment solutions to large corporates & Family offices. Strong knowledge of financial industry & current market conditions Responsible for achieving sales targets for Mutual funds & Alternate Investment Funds .
  • Aditya Birla Finance Limited
    Senior Partner - Client Relations
    Aditya Birla Finance Limited Sep 2021 - Feb 2023
    New Delhi
     Providing advisory services and investment solutions to the corporate treasuries of large companies & Family offices. Responsible for achieving sales targets for all the Investment, Insurance & Lending Products
  • Hdfc Bank
    Director - Private Banking Group
    Hdfc Bank May 2019 - Sep 2021
    New Delhi
     Providing Banking and Investment solutions to High Net worth individuals and corporate clients to meet their individual and business needs Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts Closely monitored all initiatives & deliveries, ensuring global best practices and organizational standards are maintained, in turn developing long lasting customer relationships
  • Axis Bank
    Assistant Vice President & Regional Head - Investment Solutions Group
    Axis Bank Apr 2016 - May 2019
    New Delhi
     Providing advisory services and investment solutions to the corporate treasuries of large companies, family offices and High Net worth Individuals Responsible for achieving sales targets for all the Investment and Banking Products Transferred from AXIS Capital to AXIS Bank owing to demonstrated excellence & prowess in various leadership roles that were performed successfully
  • Axis Capital Ltd.
    Assistant Vice President & Regional Head - Investment Solutions Group
    Axis Capital Ltd. Apr 2014 - Mar 2016
    New Delhi
     Hold the distinction of successfully setting up the Mutual Fund & Insurance Desk in Delhi in 2007 from a scratch, the role entailing team building, process set up and institutionalizing stringent controls Responsible for achieving sales targets for all the Investment and Banking Products Grew from Relationship Manager to Regional Head position, having been tasked with larger & critical responsibilities over the years
  • Axis Capital Ltd.
    Senior Manager - Investment Solutions Group
    Axis Capital Ltd. Apr 2013 - Mar 2014
    New Delhi
  • Axis Capital Ltd.
    Manager - Investment Solutions Group
    Axis Capital Ltd. Feb 2009 - Mar 2013
    New Delhi
  • Axis Capital Ltd.
    Relationship Manager - Investment Solutions Group
    Axis Capital Ltd. Oct 2007 - Jan 2009
    New Delhi
  • Hsbc
    Senior Relationship Officer
    Hsbc Apr 2007 - Oct 2007
    New Delhi
     Shouldered responsibility for achieving Sales Targets for all the Investment Products along with Primary Market Distribution & IPO Funding to Corporate & HNIs
  • Hsbc
    Relationship Officer
    Hsbc Mar 2005 - Mar 2007
    New Delhi
  • Icici Prudential Life Insurance Company Limited
    Insurance Advisor
    Icici Prudential Life Insurance Company Limited Jan 2001 - Mar 2005
    New Delhi
     Handled sales of Insurance Plans to HNIs and Keyman Insurance to corporate clients Was responsible to map client requirements and providing them with best solutions to suit their needs Consistently rated amongst top 50 advisors of the company

Tarun Laroia Skills

Institutional Sales Investment Advisory Wealth Management Mutual Funds Investments Financial Services Bonds Insurance Relationship Management Funding Sales Banking Team Management Portfolio Management Management Capital Markets

Tarun Laroia Education Details

Frequently Asked Questions about Tarun Laroia

What company does Tarun Laroia work for?

Tarun Laroia works for Ra Wealth Private Limited

What is Tarun Laroia's role at the current company?

Tarun Laroia's current role is Executive Director.

What is Tarun Laroia's email address?

Tarun Laroia's email address is ta****@****ail.com

What schools did Tarun Laroia attend?

Tarun Laroia attended Maharshi Dayanand University, Chaudhary Charan Singh University, Chaudhary Charan Singh University, D.a.v. Public School, Insurance Institute Of India, Ciel.

What are some of Tarun Laroia's interests?

Tarun Laroia has interest in Travelling, Reading.

What skills is Tarun Laroia known for?

Tarun Laroia has skills like Institutional Sales, Investment Advisory, Wealth Management, Mutual Funds, Investments, Financial Services, Bonds, Insurance, Relationship Management, Funding, Sales, Banking.

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