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Arunima Nain — National Head-Wealth & Family Office · Axis Mutual Fund · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Financial services leader•Digital Transformation•Talent hiring & development•Planning & Executing High Growth Agendas.
Boasting over 20 years of experience at Premiere Global Financial Institution I have consistently showcased my aptitude for tackling complex challenges and propelling strategic growth.
My background encompasses creating and leading successful teams in private banking, mass affluent banking and retail banking culminating in my present position at a full-service brokerage firm that specializes in trading & investment solutions. This vast experience empowers me to deliver outstanding results in critical areas such as:
• Setting up successful wealth management and distribution businesses in banking & broking firms
• Strategic Planning
• Product Development & Diversification
• Digital Transformation
• Service & Operations
• Setting up Product & Process
Among my notable achievements, I have significantly expanded Kotak Mahindra Bank’s third party product distribution by setting up and leading the Investment Counsellor Channel from 2015-2020. I have also been the key member of the team that set up and grew the Priority Banking or Privy League mass affluent banking team at Kotak Mahindra Bank Ltd.
I have a hands-on, lead-from-the-front management style that instils confidence & maximizes team performance. I have adeptly managed large cross functional teams catering to a diverse customer base. I excel at equipping teams with the essential resources, expertise and budgetary allocation needed to make a meaningful impact and assume responsibility for their outcomes.
My future ambition is to set up and lead large wealth management and distribution teams and cater to diverse set of clients and geographies.
My passion for work fuels my unrelenting drive, and I relish the opportunity to engage with fellow professionals from whom I can acquire valuable insights. Please do not hesitate to get in touch.
Experience
National Head-Wealth & Family OfficeCurrent
Axis Mutual Fund · Mumbai, Maharashtra, India
Feb 2024 – Present
National Head- Acquisition-Bank Channel
Kotak Neo · Mumbai, Maharashtra, India
Aug 2023 – Feb 2024
Education
Skills
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