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Swarup Y. — Senior Managing Partner · InCred Wealth · Bengaluru, Karnataka, India.
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About
An astute senior banking and financial services professional with BE, MBA educational qualifications from premier institutions in India and over 28 years of contribution to large multinational organizations in leadership roles handling sales, customer relationship management, resource management, service, marketing, business development, operations, client engagement, technology, finance, change management, CXO stakeholder engagement, process improvements, compliance, and cost control.
Personally managing a large base of clients directly in addition to team management. Managed several billions of Dollars of transactions from Ultra HNI, HNI, corporate and institutional clients.
Experience
Senior Managing PartnerCurrent
InCred Wealth · India
Jul 2024 – Present
Over 30 years of Investment and Wealth Management experience. Building a geography agnostic ace team now. If you want to share the story of your professional journey, I would love to hear it.
Director
Barclays Private Bank
Dec 2016 – Jun 2024
Director and Market Head, Bangalore. Spearheading a highly motivated and productive sales, service, and operations team over the last 4 years to deliver significant growth in client acquisition, AuM, and equivalent revenues. Identified key opportunities and helped the team in client identification, conversions, collaborated with internal & external stakeholders to deliver a stellar performance. Ensured that Barclays Bangalore is a leading port of call for KBIs like top consulting and law firms for requirements in corporate M&A, international remittances, escrows, deal structuring, etc. Managed internal conflicts smoothly and transformed the team culture to one of trust, collaboration, and commitment. Senior Private Banker handling several eral key relationships resulting in significant growth of AuM. Worked actively with global teams to refer large clients in international markets. Originated a USD 2 Billion inward remittance deal that led to the acquisition of the key client group followed by equivalent jump in AuM and corresponding revenue. Collaborated with teams in India and globally to deliver excellence to the client group. This deal led to global recognition. This also led to recognition for Barclays in the market as a trustworthy and reliable partner for managing such large deals and accounts. Besides this, several other large clients were onboarded and managed well over the last seven years. Helped revive, up tier & activate several dormant large relationships.
Education
Skills
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