Kunjan Joshi
Senior Vice President at Citi
- Role
- Senior Vice President at Citi
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Kunjan Joshi
Kunjan is a self-starter with high willingness and openness to take up new challenges. Result orientation and customer focus give him the determination to do whatever it takes to get a job done. His international experience in Banking and Technology, along with MBA from top business schools in Europe and USA, is valuable in advising clients achieve their strategic and financial objectives.Specialties:• Client Relationships • Wealth Management • Financial Services • Client/Tax Reporting• Project Management • Budgeting & Forecasting • Business Development• People Management • Team Leadership • Coaching & Mentoring• High Impact Communication • Cross Cultural Sensitivity • Flexible & Dependable• Financial Modelling • Software Programming (Oracle, PL/SQL, Java)
Experience
Senior Vice President
Jan 2021 — Present · Pune, IN
Education
CFA Institute
Chartered Financial Analyst, Ethics, Finance, Investment Management
2007 — 2007
Rotterdam School of Management, Erasmus University
MBA, Finance, Strategy
2011 — 2012
The University of Chicago Booth School of Business
MBA, Exchange Programme Participant
2011 — 2011
Sardar Patel University
Bachelor of Engineering (B.E.), Computer Engineering
1999 — 2003
Skills
- Business Development
- Wealth Management
- Requirements Analysis
- Program Management
- Reports
- Software Project Management
- Financial Services
- Crm
- Tax Reporting
- Sdlc
- Business Analysis
- Mentoring
- Hnwi Client Reporting
- Sales
- Strategy
- Business Strategy
- Software Development
- Team Leadership
- Client Services
- Management
- Project Management
- Requirements Gathering
- People Management & Mentoring
- Information Technology
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