Shreyans Singhvi
Cluster Head @Tata Capital
Signup · Get unlimited contacts
WORK HISTORY
Cluster Head @Tata Capital
Mumbai, IN
I lead a team of seasoned Wealth Managers driving business growth in investment and wealth management services for HNI and UHNI clients. My responsibilities includes delivering strategic sales targets, expanding the client base, ensuring personalized portfolio management, and maintaining strong client relationships. I focus on team development, cross-selling financial products (mutual funds, PMS, AIFs, bonds, insurance, etc.), and aligning wealth solutions with clients\' long-term financial goals. I also ensure strict adherence to compliance, regulatory guidelines, and Tata Capital’s customer-first approach, while promoting a culture of performance, ethics, and innovation.
EDUCATION
Mohanlal Sukhadia University
Bachelor of Commerce (B.Com.), Business Statistics, Accountancy & Finance
ICFAI Hyderabad
MBA, Marketing & Finance
Mohanlal Sukhadia University
Bachelors, commerce
SKILLS
ABOUT SHREYANS SINGHVI
I am managing people for NRI Business, services, investments, we cater client across…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.