Swanand Moholkar

Wealth Manager @HDFC Bank

Pune, IN

P&L accountability and end to end responsibility of creating a successful business stream • Responsible for driving overall Business Development, Wealth Management, Client Relationship Management, Portfolio Management, Revenue Generation and Profitability.• Devised strategy for acquisition of clients and conducted marketing activities for existing and prospective clients.• Advised clients on : Direct Equities, Debt instruments, Private Equity, Real Estate, Structured Products and Estate Planning. • Forged relationships upto C-level across different industries ensuring excellent wallet share for the Bank• Have delivered a revenue growth of 50%+ year on year and exceeded the targets.• Worked closely with various verticals in the bank to explore new source of revenue generation.

Symbiosis Institute of International Business

Master of Business Administration (M.B.A.), Marketing

Savitribai Phule Pune University

Bachelor of Engineering (B.E.), Mechanical Engineering