Arjit Mukherjee

Wealth Manager, Federal Bank Ltd., Kolkata | Certified PMS Distributor | IIBF Certified Associate | IIBF Certified Trade Finance Professional | Certified MF Distributor | Certified AIF Distributor

Role
Head of Wealth Management at Federal Bank
Location
Kolkata, WB, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Arjit Mukherjee

Results-driven Wealth Manager with a proven track record of delivering personalized financial solutions to discerning clients. Currently spearheading wealth management initiatives at Federal Bank Ltd. in Kolkata.With a strong educational foundation and professional certifications, including NISM Series XXI A (Certified PMS Distributor) and NISM Series V A (Certified Mutual Fund Distributor), I possess a deep understanding of investment products and regulatory frameworks.As a Certified Associate of the Indian Institute of Banking and Finance (IIBF), I stay updated on industry trends and best practices. My expertise encompasses portfolio management, mutual funds, and wealth planning, enabling me to craft tailored strategies that meet clients\' unique financial objectives.I leverage my analytical skills, market insights, and relationship-building abilities to drive business growth, foster long-term client relationships, and consistently deliver exceptional results.

Experience

  1. Head of Wealth Management

    Federal Bank

    May 2023 — Present · Kolkata, IN

Education

  • Don Bosco School, Liluah

    higher secondary , Accounting and Finance

    1996 — 2009

  • Calcutta University, Kolkata

    Master's degree, Business/Commerce, General

    2012 — 2014

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Arjit Mukherjee — Head of Wealth Management at Federal Bank in Kolkata, WB, IN | Unifers