Karthickraja Ravichandran
Partner
- Role
- Vice President - Partner at IDFC FIRST Bank
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Karthickraja Ravichandran
Experienced Private Banker with expertise in providing high-net-worth clients personalized financial solutions, including investment management, wealth planning, and risk management. Proven track record of building strong client relationships and driving business growthNISM XXI A: PMS CERTIFIED DISTRIBUTORMDRT 2022 BOSTON, USA -Member ID 10••••11MDRT 2019 MIAMI, USA- Member ID 10••••77 IIM/ISB HYDERABAD-CERTIFICATE OF EXCELLENCENISM V-A certified LICENSE EUIN -E137953IRDA LICENSE HOLDER.
Experience
Vice President - Partner
Mar 2026 — Present · Chennai, IN
Education
M.N.M.Jain
Bachelor of Engineering (B.E.), Computer science
2009 — 2013
National Institute of Securities Markets (NISM)
XXI A: Portfolio management services Distributor , Banking, Corporate, Finance, and Securities Law
National Institute of Securities Markets (NISM)
V A: Mutual fund distribution, Association of mutual fund india
2014 — 2023
Skills
- Equities
- Management
- Research
- Microsoft Word
- Customer Service
- Financial Planning
- Microsoft Office
- Relationship Management
- Microsoft Excel
- Wealth Management
- Leadership
- Banking
- Mutual Funds
- Team Management
- Financial Analysis
- Investments
- Portfolio Management
- Retail Banking
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