Dheeraj Sharma
Associate Director @IIFL Capital Services Limited
Signup · Get unlimited contacts
WORK HISTORY
Associate Director @IIFL Capital Services Limited
New Delhi, IN
Responsible for managing and mentoring a team of Private Bankers and Wealth Managers, ensuring achievement of AUM, revenue, and client acquisition targets. Oversee client relationship strategies, cross-selling initiatives, and compliance adherence to deliver high-quality wealth management solutions.
EDUCATION
DAV College
MBA, Sale & marketing
DAV COLLEGE,AMRITSAR
BBA, Management
National Institute of Bank Management (PGDM)
EMBA, Banking and Investment Management
NIBM Global
Master of Business Administration - MBA, Retail Management
ABOUT DHEERAJ SHARMA
I am writing to express my strong interest in working with you as part of a cohesive and high-performing team to manage corporate/ institutions Channel clients. With over 23 years of leadership experience in the RBB, IFA,wealth distribution vertical, I have consistently focused on servicing Client acquisition,HNI, UHNI, and Family Office clients with integrity and strategic insight.My experience also spans channel management, strategy planning, team leadership, and P&L ownership, enabling me to drive growth while maintaining a sharp focus on client satisfaction and operational efficiency.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.