Adil Murtaza

WORK HISTORY

EDUCATION

ABOUT ADIL MURTAZA

With 18 years of work experience, I am currently Regional Head-North managing 7 locations. I hold PGDBA (Marketing)-Gold Medalist, CFP (Certified Financial Planner) and Graduation with Eco(H) certifications. I started my career with ICICI Prudential Life Insurance in April 2002. I was awarded the national sales award by the then MD. Mrs. Shikha Sharma. I moved on to join Citigroup as a relationship manager in Delhi NCR. With three and a half years of sales I moved on as a service manager for Premier banking with HSBC Gurgaon. This move helped me to understand branch operations and in-depth knowledge of after sales queries. In current market conditions customer retention is an important strategy to grow at a faster pace. After a year and eight months I moved back to sales with ABN AMRO bank in May 2007 as a wealth manager for preferred banking. Equipped with strong sales and operations background I was able to deliver customer delight. I was awarded with several recognitions during my tenure including a letter of appreciation from Mr. John Dallaghan (Head,Wealth Management -Asia) for excellence in performance in the year 2008. After serving for over 3 years I moved to Religare Wealth Management. I continued with Religare Wealth Management for 3 ½ years and moved to L&T Finance Wealth Management in November 2013 as Regional Manager- Team Leader (North) for building and managing a Team of Wealth Managers. In May 2016 I moved to Karvy Private Wealth as a Team Leader, promoted to Regional Head-North.