Shashi Kumar
Senior Regional Head | Wealth Management & Private Banking Leader | 17+ Years Driving AUM Growth, Client Acquisition & Strategic Advisory | Expert in HNI/UHNI Advisory | Driving Revenue Growth & Client Engagement
- Role
- Senior Regional Head - (Bihar, Jharkhand & Bhubaneswar) at Fisdom Private Wealth
- Location
- Patna, BR, IN
- LinkedIn followers
- 500 followers
About Shashi Kumar
I am an accomplished Senior Wealth Management and Private Banking Leader with over 17…
Experience
Senior Regional Head - (Bihar, Jharkhand & Bhubaneswar)
Feb 2025 — Present · Patna, IN
In my role as Senior Regional Head, I deliver personalized wealth advisory services to high-net-worth clients, aligning investment strategies with their financial goals. I collaborate with leading banks to enhance client engagement and maximize the adoption of the Fisdom Private Wealth Platform. My responsibilities include conducting market research, cross-selling a diverse range of financial products, and mentoring my team to achieve revenue targets while maintaining process excellence.Achievements: Successfully increased client acquisition by 30% in the first year, significantly enhancing market presence and revenue by 160%. Drove AUM growth and built high-performing teams across multiple regions, recognized for my strategic leadership and compliance governance.
Education
International college of financial Planning
Financial Planning
2007 — 2008
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