Rohit Suri

A highly seasoned professional with 26+ years of rich & extensive experience in building Private Banking Businesses, NRI Business and Consumer Banking- Distribution.

Proactive leader - In the last 20 years played a key leadership role in building, scaling two Wealth management firms in India from mid size to Large dominant player, prior to that set up the distribution business in Consumer Banking UAE & India.

My experience has been across all facets of the Wealth Management Industry be it Hiring, Client relationships & deepening strategy, Business new micro markets, Product development across asset classes, responsibility of P&L, competition scanning, Asset Management building within Wealth Management & Digital transformation with client centric approach.

Core expertise in setting up Private Banking Business, building bench strength with Client centric approach in open Architecture platform & managing business transformation.

Specialties:

1) Establish a close eye on the team's progress in respect to financial and other goals, such as developing new customer relationships, generating net new assets/flows, and generating net new revenue and developing new Markets

2) Engage with partner teams to satisfy all legal, operational, due diligence, compliance with regulations, and risk management needs.

3) Lead personnel initiatives, such as hiring, setting up distribution across the region and multiple geographies, inspiring and retaining staff.

4) Emphasis on Digital transformation within Wealth Management Industry.

5) Building Wealth practice around key Private Market themes by building deep understanding in Consumer, Deep Tech, Digital & Technology, Financial Services, Evolution of Direct to consumer space, B2B digital transformation and sustainability

6) Mentoring & working closely with Next Gen & Promoters in making their Business future ready by navigating disruptions impacting traditional business houses across industries.

7) Part of the Core leadership team in multiple assignments for setting up Private Banking Businesses- Strategy, hiring, Building Best Practices, Deepening Client base, Exploring different markets, Equity capabilities,Product offering, Building Advisory practice, Pivoting Alternate desk, Instrumental in building brand which has Solution based approach and culture of partnership with families.

8) Worked in Multiple markets and in-depth understanding of different client segments,market intelligence,regulatory framework, Strategy around NRI business.