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
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
Head of Wealth Management
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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