Experience

Chief Executive Officer at 3i Finserv LLP

February 2018 onwards

• Portfolio management of HNI’s using listed and unlisted financial instruments
• Risk management of treasuries
• Startup funding
• Private equity and venture capital

Assistant Vice President at Axis AMC Limited

Nov 2009 – January 2018

• Looking after the all types of sales channels (banks, NDs and IFAs) across Uttar Pradesh and Uttarakhand
• Planning, strategising and driving the channels and the team to achieve business goals

Manager at UTI AMC Limited

May 2004 – Nov 2009

• New product development
• Developing effective communication between fund management and the sales staff
• Actively overseeing coordination between AMC and SEBI
• Looking after all the channels (banks, NDs and IFAs) across Lucknow
• Training of IFA’s