Sanjeev Kumar G
Strategic Leader in Wealth Management & Financial Wellbeing | Championing Purpose-Driven Financial Planning
- Role
- Country Head - Client Operations Excellence & Analytics at Bajaj Capital Ltd
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Sanjeev Kumar G
Sanjeev Kumar Gopalakrishnan is a highly accomplished Certified Financial Planner (CFP) with an exceptional 30 years of experience in the financial services industry. His professional journey has centered on building customer centric, purpose driven financial ecosystems that empower individuals to achieve financial freedom and personal fulfillment.Sanjeev Kumar Gopalakrishnan\'s expertise lies in financial engineering, financial planning, and portfolio construction. As the author of the book \"Dhanikanakaan Oru Margarekha,\" Sanjeev Kumar Gopalakrishnan shares his knowledge and insights with a wider audience, empowering individuals to take control of their financial futures. Throughout his career, Sanjeev Kumar Gopalakrishnan has demonstrated a commitment to delivering exceptional client service. He has personally managed the preparation of over financial plans, making a positive impact on the financial wellbeing of numerous individuals and families. His attention to detail and dedication to meeting client needs have earned him a reputation for excellence in the industry.Sanjeev Kumar Gopalakrishnan\'s achievements have garnered recognition on an international level. As one of only two international affiliate members of the National Association of Personal Financial Advisors (NAPFA) from India, he has established himself as a trusted professional within the global financial planning community. This affiliation underscores his commitment to upholding the highest ethical and professional standards in his practice.
Experience
Country Head - Client Operations Excellence & Analytics
Apr 2024 — Present · IN
Focussing on providing superior client experience based on the principle of Omotenashi through various digital initiatives and by embedding the concepts of financial planning in service delivery.Launched Bajaj Capital Ameya Wealth platform that helped scale digital transactions to 60% within 8 months.Build a strong operations team.Implemented CRM that resulted in better operational efficiencyIn the process of buidling first of its kind innovative AI driven wealth app. You will hear more about it soon!
Education
IBS Hyderabad
PGDBA, Finance, Marketing
1996 — 1998
NSS Public School
AISSE, CBSE
1973 — 1983
FPSB, India
CFP, Financial Planning
2004 — 2005
Mahatma Gandhi (M.G.) College, Thiruvananthapuram
Pre-degree, Physics, Chemistry, Mathematics
1983 — 1985
University of Kerala
BSc, Physics
1985 — 1988
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