Swadhin Ghosh
Assistant Vice President at Fisdom Private Wealth || Fintech || WealthTech || Wealth Management || Ex ICICI || Ex Tata Enterprises || Ex MBE ||
- Role
- Assistant Vice President at Fisdom
- Location
- Asansol, WB, IN
- LinkedIn followers
- 500 followers
About Swadhin Ghosh
Dynamic professional with 6+ years of experience in investment advisory, portfolio management, and client relationship management. Expertise in mutual funds, PMS, AIFs, insurance, and broking business. Skilled in handling bank channels, including Indian Bank, UCO Bank, PNB, and others. Proven success in acquiring and managing retail and HNI clients, delivering customized financial solutions. Progressed from Assistant Manager to Assistant Director, with strong experience in team leadership, strategic planning, and driving business growth through a client-centric approach.
Experience
Assistant Vice President
Sep 2025 — Present
I am responsible for leading a team of wealth managers with the goal of increasing retail and High Net Worth Individual (HNI) sales across a range of investment products. These products include mutual funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), insurance, and broking services. My role also involves managing key partnerships with banks such as Indian Bank, UCO Bank, and PNB, which helps us achieve deeper market penetration and enhance client engagement. I have a proven track record of building strong client relationships and consistently driving business growth through strategic planning and personalized advisory services. Furthermore, I conduct regular product training sessions, goal-based planning workshops, and branch-level activations to improve cross-selling and upselling performance.
Education
Choudhary Charan Singh University, Meerut
B.COM, Accountancy
2009 — 2012
Durgapur ITI
ITI, Electromechanical Instrumentation and Maintenance Technologies/Technicians
2010 — 2012
Santinagar Vidyamandir
Business/Commerce, General
2008 — 2009
Skills
- Team Management
- Factory
- Power Plants
- Energy
- Project Management
- Project Engineering
- Procurement
- Engineering
- Commissioning
- Epc
- Manufacturing
- Mechanical Engineering
- Project Planning
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