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People · Asset Managers · Finance & Operations
Private Wealth Manager | Portfolio management | Family Office | Asset allocation | Investment advisory | Certified Business Analyst | Retails Assets| Ex-Kotak Mahindra Bank| Ex-ICICI Bank| Ex-HDFC Bank| Ex-Axis Bank
Umesh S. · ASK Private Wealth · Mumbai, Maharashtra, India.
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Profile updated Oct 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Seasoned banking professional with a proven track record at Kotak Mahindra Bank, HDFC Bank Ltd, ICICI Bank Ltd. excelling in portfolio management and financial planning.
Demonstrated expertise in investment advisory and insurance planning, alongside strong skills in fostering client relationships and ethical compliance.
Achieved significant cross-selling success, leveraging both hard and soft skills to enhance corporate and HNI client portfolios.
Experience
Private Wealth Manager - DVPCurrent
ASK Private Wealth · Mumbai, Maharashtra, India
Nov 2025 – Present
Sr. Relationship Manager - AVP
Kotak Mahindra Bank