Sundeep Kumar Mehta

About Sundeep Kumar Mehta

A competent professional with 20 years + experience in Business Development/Strategic Sales & Marketing/Channel Mgmt/Institutional Sales in Custody, Fund Accounting & Mutual Fund business both in domestic and offshore market.A keen planner, strategist & implementer with demonstrated abilities in developing and managing relationship with Mutual Fund, Insurance, VCF, AIF, Bank, Corporate and Foreign Institutional clients like FPI, FDI, FVCI, Hedge Fund, Pension Fund, PE etc Flair to keep abreast with the latest market trend & industry moves. Excellent Financial market knowledge, relationship building, training & presentation skills. Rich experience in sales of Financial Services & Products like custody and fund accounting services, Mutual Funds, Structured Products and PMS.Team leader with the ability to recruit, train, lead and mentor the team members.

Experience

1. Head of Custody Sales-institutional Clients- Fpi Fdi Fvci Mf Insurance Co

   Axis Bank

   May 2025 — Present · Mumbai, IN

   Heading Institutional Sales for Custody and Fund Accounting solutions, along with associated banking services, targeting a diverse clientele like global institutional investors—including asset managers, hedge funds, sovereign wealth funds, pension funds, private equity and real estate firms as well as domestic institutions clients like asset management (MF) and insurance companies.

Education

• Institute of Management Studies, DAVV

  MBA, Finance

  2003 — 2005

Skills

• Financial Markets
• Investment Banking
• Relationship Management
• Finance
• Business Development
• Wealth Management
• Portfolio Management
• Capital Markets
• Management
• Strategic Financial Planning
• Equities
• Investments
• Banking
• Mutual Funds
• Asset Management
• Financial Services
• Business Strategy