Associate Director
Apr 2022 - May 2024
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Tripti T. Email & Phone Number
Associate Director | Wealth Management Expert
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✓ Verified May 2026
3 data sources
Profile completeness 71%
Role
Associate Director | Wealth Management Expert
Location
India, India, India
Who is Tripti T.? Overview
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Quick answer
Tripti T. is listed as Associate Director | Wealth Management Expert based in India, India, India. AeroLeads shows a matched LinkedIn profile for Tripti T..
Tripti T. previously worked as Associate Director at Kotak Wealth Management and Business Consultant at Freelance. Tripti T. holds Bachelor Of Science,, Botany/Plant Biology from Delhi University.
Profile bio
About Tripti T.
At Kotak Wealth Management, our dedication to crafting asset management strategies has been pivotal in nurturing trusting client relationships. The expertise in customer relationship management (CRM) and the pursuit of new business development have been cornerstones of my role as Associate Director. Alongside a committed team, we strive for excellence, leveraging innovative thinking and strategic partnerships to foster growth and satisfaction within the wealth management sector. The mission is to deliver personalized wealth solutions that meticulously align with each client's unique financial goals.
7 roles
Tripti T. work experience
A career timeline built from the work history available for this profile.
Business Consultant
Freelance
Jan 2022 - Apr 2022
Regional Manager
Jul 2017 - Dec 2021
Business Unit Head- South
Oct 2015 - Jun 2017
Business Leader
Take care of Group Business for IndiaFirst Life in Karnataka. Maintaining rapport with the Corporates of the same, simultaneously also taking care of the SME/ Corporates of the Partner Banks of the organization/
Jun 2012 - Jun 2017
Srm
Was responsible for the Canara Bank Relationship, driving business through their set of branches. Team building, training and developing the Investment Officers to work independently. I was a part of the team before the launch of the Company, and was instrumental in setting up a team from the banking industry, thereby successfully settling the Canara.
Apr 2008 - Feb 2011
Team Leader
I was a part of the Corporate Agency team, which took care of traning and developing the sales team of the corporate agents like, India Infoline, Apna Loan, and other small agents. Getting the teams to do business, handling the HNI calls were also a part of my profile.
Nov 2003 - Jan 2006
3 education records
Tripti T. education
Bachelor Of Science,, Botany/Plant Biology
Master Of Business Administration (Mba), Marketing & Systems, A+
Education record
Notre Dame Academy Patna
FAQ
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What is Tripti T.'s role at their current company?
Tripti T. is listed as Associate Director | Wealth Management Expert.
Where is Tripti T. based?
Tripti T. is based in India, India, India.
What companies has Tripti T. worked for?
Tripti T. has worked for Kotak Wealth Management, Freelance, Nippon India Mutual Fund, Indiafirst Life, and Canara Hsbc Life.
How can I contact Tripti T.?
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What schools did Tripti T. attend?
Tripti T. holds Bachelor Of Science,, Botany/Plant Biology from Delhi University.
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