Anant Parkash Goyal

WORK HISTORY

EDUCATION

ABOUT ANANT PARKASH GOYAL

Dynamic Wealth & Investment Management leader with 18+ years of experience driving AUM growth, portfolio advisory, and HNI/UHNI relationship management across leading private sector banks. My expertise spans Mutual Funds, Insurance, Broking, Liabilities expansion, and Branch P&L management with strong focus on advisory suitability, client lifecycle excellence, and regulatory compliance.I have consistently delivered strong business performance through structured investment planning, financial product penetration, and differentiated client coverage models. My leadership is defined by disciplined execution, collaborative team culture, and deep relationship-based engagement with affluent clients, families, and institutional partners.Career highlights: Delivered ₹250+ Cr lending disbursement (FY23-24) across consumer and commercial assets Achieved 31% YoY improvement in MF + LI + GI penetration Achieved ₹47+ Lacs GI premium in JFM ‘24, winning TRIUMPH international recognition Ranked #1 Regional Head PAN India (IndusInd, FY21-22) and delivered 28–35% YoY AUM growth Led productivity uplift by 22%+ through capability-building investmentsI am passionate about helping clients achieve financial well-being through disciplined asset allocation, long-term wealth creation frameworks, and ethical, compliant advice—Core Skills: Wealth Advisory • HNI/UHNI Relationship Management • Asset Allocation • MF/LI/GI • Cross-Sell Strategy • Portfolio Planning • P&L Ownership • CASA & AUM Growth • Broking & Capital Markets • Client Lifecycle Management • Regulatory Compliance (RBI/SEBI/IRDA) • Business Leadership • Team Capability Building