Narendra Rai

Investment Specialist @State Bank of India

Pune Division, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Investment Specialist @State Bank of India

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Maharashtra, IN

Narendra Rai is a seasoned private banker with nearly 18 years of leadership experience in wealth management, known for delivering strategic clarity, investment precision, and deeply client-centric solutions across market cycles.At SBI Wealth, Narendra plays a pivotal role in advancing the firm’s vision of serving India’s Ultra High Net Worth Individuals (UHNI) through next-generation portfolio architecture, supported by a robust, institutionally driven platform. His advisory approach combines disciplined asset allocation, risk governance, and long-term capital preservation, tailored to the evolving needs of sophisticated families.Over the course of his career, Narendra has held transformative roles across marquee wealth management institutions, where he built a strong reputation for bespoke portfolio construction and thoughtful investment stewardship.His defining strength lies in what he terms “Design IQ” — the ability to architect highly customized portfolio solutions that align seamlessly with client objectives, while navigating complex financial landscapes with precision, foresight, and balance.

EDUCATION

2006 — 2008

International School of Business And Media, Pune

PGPBM/MBA, Marketing & Financial Management Dual

2002 — 2005

Model Science College, Jabalpur also known as Robertson College

Bachelor's degree, B.Sc. (Computer Science)

1999 — 2002

GBHS School

HSC, Mathematics

ABOUT NARENDRA RAI

Private Wealth Management, Investment advisory

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Narendra Rai — Investment Specialist at State Bank of India in Pune Division, MH, IN | Unifers