Dinesh Malekar
Private Banker | Private Wealth Mgmt | IIM-K | MBA
- Role
- Private Wealth Manager at ICICI Securities
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Dinesh Malekar
With a robust background in wealth management and product development, my tenure at…
Experience
Private Wealth Manager
Dec 2022 — Present · Mumbai, IN
In my role as VP of Private Wealth Management at ICICIdirect, I was responsible for building strong client relationships, developing personalized financial plans, and recommending suitable investment products. I conducted in-depth economic assessments to identify areas for growth and improvement, monitored investment portfolios regularly, and provided ongoing financial advice to clients. Collaborating with internal teams, I offered comprehensive financial solutions to help clients achieve their financial objectives.
Education
Welingkar Institute of Management
Master of Business Administration (M.B.A.), Banking, Investment and Insurance
2014 — 2016
Indian Institute of Management, Kozhikode
Product Managemant, IT Product Management
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