Priyanka Tusnial
Head - Client Engagement, Edelweiss Private Wealth
- Role
- Head, Client Engagement, Private Wealth at Nuvama Private
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Priyanka Tusnial
Senior private banking professional with over 15 years of experience across wealth management & banking. Have had the privilege of working with premier institutions like Edelweiss, American Express & Kotak. Passionate about designing bespoke investment strategies & driving innovation in client experience. Played various roles over the years, which has given me exposure to manage teams, influence decisions, be a part of strategy, planning, process improvement, change management, etc. With strong relations & acquisition skills coupled with high NPS scores, have been able to organically develop my client base, through referrals across the years.
Experience
Head, Client Engagement, Private Wealth
Apr 2022 — Present · Mumbai, IN
Actively managing top UHNI families across Mumbai & Kolkata, with ~$100 mn AUM- Consistently in the top quartile with respect to revenue performance- Organically developed all client relationships through successful networking and referrals- Played an instrumental role in conceptualising and successfully executing various client engagement activities
Education
Modern High School for Girls
Higher Secondary, Commerce
1989 — 2003
Center for Management Studies(CMS)
Bachelor of Business Administration - BBA, Finance
2003 — 2006
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