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People · Banks · Technology & Product
Namrata Vikam — Director · Julius Baer · Thane, Maharashtra, India.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Experienced Product Manager with a demonstrated history of working in the financial services industry. Skilled in investment advice across equity, debt and alternate asset classes.
I have been involved in making investment strategy at an organisation level, making pitchbooks and portfolio analysis for UHNI clients and corporate treasuries. Writing financial content is also something I really enjoy and have written content at an organisation level.
Experience
AVP - Investments and Family Office
ICICI Securities · Andheri
May 2013 – Apr 2026
Responsibilities: 1.Design Pitch Books, Asset allocation strategies, Investment Proposals and Review reports under different risk profiles based on varying risk appetites Analytics: Design Monthly Investment Strategy report for the Private Wealth team & clients Financial Products: Mutual Funds, Private Equity, Bonds, PMS, Structured Products, Fixed/Company Deposits, Insurance, Real estate, Stocks/ETFs Highlights 1.Designed and developed the Investment Advisory MIS; This MIS helps in tracking the contribution of the department to the I Sec business and helps in reporting the key variables that govern the strategy Responsibilities: 1.Designing HNI client's portfolio to understand their financial objectives and goals 2.Assess risk appetite and gauge investment potential 3.Recommend strategies to clients for achieving financial goals and objectives 4.Discuss the investment opportunities available and explain risks related to particular investment / financial product