Amit Karwa

About Amit Karwa

Possessing over 20 years of extensive experience as a qualified Chartered Accountant (CA) and Cost and Management Accountant (CMA), encompassing diverse roles such as product management, business planning and sales strategy, channel management, product development and marketing, core operations, risk management, and the creation of innovative products, business models and channels. Demonstrated success in establishing cutting-edge Internet trading platforms (Web/Mobile) at renowned organizations including Kotak Securities, MOSL, Standard Chartered, Citi Wealth Advisor and Axis Securities. Proficient in building exceptional investment product distribution platforms at Axis Bank, Standard Chartered, Citi Wealth Advisors and Axis Securities. Consistently achieved impressive market share growth while ensuring profitability and sustainability. Implemented effective cost optimization measures, employing innovative ideas and driving digital initiatives to reduce costs and enhance customer experience. Exhibits exceptional leadership, interpersonal, planning, and communication skills, with the ability to engage effectively with decision-makers at all levels and foster collaborative business initiatives. Strong team player with a strategic mindset, analytical acumen, and remarkable execution capabilities. Results-oriented and performance-driven professional

Experience

1. Senior Vice President and Head Investment Product Distribution and Wealth Specialists

   Axis Bank

   Oct 2025 — Present

Education

• Institute of Cost Accountants of India

  Associate Cost and Management Accountant, Costing and Accountancy

  1998 — 2000

• The Institute of Chartered Accountants of India

  A.C.A, Tax, Finance and Accoutancy

  1999 — 2002

Skills

• Financial Markets
• Trading
• Fixed Income
• Alternative Investments
• Private Equity
• Finance
• Project Management
• Product Marketing
• Real Estate
• Portfolio Management
• Business Development
• Wealth Management
• Investments
• Sales Management
• Online Marketing
• Management Information Systems (Mis)
• Business Analysis
• Relationship Management
• Equities
• Exchange Traded Derivatives
• Structured Products
• Business Strategy
• Vendor Management
• Management
• Business Relationship Management
• Banking
• Mutual Funds
• Risk Management
• Team Management
• Derivatives
• Financial Analysis
• Change Management
• Capital Markets
• Financial Services
• Product Development
• Retail Banking
• Operations Management
• Credit Risk
• Strategy
• Strategic Planning