Dibyendu Mukherjee
Personal Finance Professional | Investment & Wealth Management | Experienced Mutual Fund industry professional | Author, Trainer & Speaker
- Role
- Assistant Vice President - Private Wealth Management at ICICI Securities
- Location
- Kolkata, IN
- LinkedIn followers
- 500 followers
About Dibyendu Mukherjee
An investment professional with 20+ yrs of proven track record in the financial…
Experience
Assistant Vice President - Private Wealth Management
Apr 2016 — Present · Kolkata, IN
Institutional Sales - increasing visibility and penetration in Corporate Treasuries, Provident Funds and SME segments. • Advising on Wealth Solutions - Equity, Bonds, Mutual Funds, PMS, AIF, Real Estate, Private Equity, Hedge Fund, Structured Products etc.• Portfolio level advice to Family Offices, UHNI & HNI across asset classes; scouting Estate planning & Tax Advisory mandates. • Fund based activities - LAS, LAP, Mortgages, Working Capital, ESOP funding etc.• Corporate Finance & Investment Banking - liaising with CFOs for potential Debt & Equity capital market transactions including CP & NCD issuances, Private placement of Equity, Private Equity funding, IPO mandates etc.
Education
M.Com (Finance & Accounts)
Master of Commerce
MBA (Finance), University of Calcutta
Master in Business Management, Finance
Skills
- Wealth Management
- Securities Lending
- Institutional Sales
- Finance
- Credit
- Mutual Funds
- Equities
- Investment Advisory
- Portfolio Optimization
- Sales
- Financial Markets
- Portfolio Management
- Capital Markets
- Strategic Financial Planning
- Syndications
- Asset Management
- Family Office
- Fixed Income
- Investments
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