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Manjunath P S — Director of Business Risk Management · Julius Baer · Bengaluru, Karnataka, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
I am an accomplished professional with nearly 23 years of career success in Family Office Operations, Wealth Management, Securities/ Products across banking and capital markets.
My dexterity lies in directing the entire Wealth Management Operations including wealth products like Mutual Funds, Equities, Bonds & Alternate Investments, process audits & improvements, reports automation and investment reconciliations. Track record of accomplishment in in rendering sustained investment advisory services to the Promoter family as per their financial needs while ensuring adherence to service standards and compliance; coordinated for the operations in 20 companies & LLPs and successfully coordinated two big commercial Real estate projects.
Over time, I have proved my excellence in delivering investment recommendations by understanding the risk profile on a periodic basis and researching securities and various asset classes on ongoing basis. Developing recommendation reports including sector description and company specific analysis for the Investment Committee
Experience
Director-Business Risk ManagementCurrent
Julius Baer · Bengaluru, Karnataka, India
Apr 2024 – Present
Supporting the region/markets in managing and monitoring risks across Client life cycle. Key responsibilities include-providing counselling to Front Management, supporting risk related approvals, facilitating stakeholder collaboration (between three lines of defense), delivering Regional/Market risk reporting (including control results) and driving risk related initiatives across the bank. Maintain close collaboration with Group Heads and Team Business managers regarding risk related tasks within the region-including conducting exchange sessions within their teams to ensure exemplary risk culture and highest quality standards on team level.
Associate Vice President and Head- Family Office and Wealth Management
Hetero · Hyderabad, Telangana, India
Aug 2017 – Apr 2024
• Spearheading Wealth Management and Family Office Operations of the Promoter Family of Hetero Drugs & Labs; managing Family Assets plus Real Estate Portfolio • Utilizing analytical frameworks and developed unique analysis to assess funds in terms of organization, investment strategy, performance, current portfolio companies & other key attributes • Creating financial models for various investments to achieve long term goals of the Family office and the Investment holding company • Assessing risk in the business process & identified adequate action or control for mitigation through the risk assessment process & implemented action plan • Rendering wealth management and investment services(Equities, Mutual Funds, Bonds, Alternates and International investments); interacted with key decision makers in various organizations for generation of new / additional business
Education
Skills
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