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Mohit Bagla — Vice President · Avendus · Mumbai Metropolitan Region.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
A dynamic professional with 15+ years of extensive experience in UHNI relationship and Wealth management.
Possess rich knowledge of the financial products and implementing strategies towards enhancing market penetration, business volumes and growth.
Innovative and exceptionally creative to foster ideas that impel the organization towards a result-oriented direction. Impeccable client management and leadership skills with impressive professional - speaking and writing abilities.
Proven track record of increasing revenues, streamlining workflow and creating a team work environment to enhance productivity innovatively.
An effective communicator with excellent relationship building & interpersonal skills. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail-oriented attitude.
Experience
Vice PresidentCurrent
Avendus · Mumbai, Maharashtra, India
Nov 2020 – Present
Wealth Management • Framing fee-based asset management strategies for individuals and business owners towards the accomplishment of their short term and long term goals. • Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs thereby generating revenue. • Obtaining new business from high net worth marketplace by establishing strong internal partners and mobilizing investment from corporate. • Providing advisory Services with regard to various asset classes including Private markets, Direct Equity, Debt, Commodities, Structured products, etc. • Monitoring and managing large Family Office accounts. Business Development • Conceptualizing and implementing marketing strategies with a view to penetrate markets, new accounts acquisitions & business expansion with wide range of financial products / services. Relationship Management & Client Servicing • Building and maintaining healthy business relations with UHNI clients. • Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
Principal - Wealth Management
Emkay Global Financial Services Ltd · Mumbai, Maharashtra, India
Aug 2019 – Nov 2020
Advising clients on financial instruments across Mutual funds, PMS, Bonds, AIF's, Direct equity.
Education
Skills
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