Swapna Roy
Director - Private Banking Group @HDFC Bank
Signup · Get unlimited contacts
WORK HISTORY
Director - Private Banking Group @HDFC Bank
Kolkata, IN
Private Banking Relationship Manager | Wealth Management | HNW & UHNW AdvisoryAs a Private Banking Relationship Manager, I specialize in providing tailored financial solutions to High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. With a strong background in wealth management, investment advisory, and private banking, I help clients grow and protect their wealth through strategic investment planning, portfolio management, and risk mitigation.I am passionate about building long-term relationships, delivering personalized financial strategies, and ensuring seamless banking experiences. My expertise spans investment products, estate planning, credit solutions, and regulatory compliance, allowing me to offer comprehensive financial services that align with clients\' unique goals.
EDUCATION
University of Calcutta
Master of Arts - MA, Bengali Language and Literature
Victoria Institution
Bachelor of Arts - BA, H.S
SKILLS
ABOUT SWAPNA ROY
Expertise: Wealth Management | Private Banking | Investment Advisory | Risk Management | Estate Planning | Client Relationship Management. Certification : IRDA, AMFI, NISM XXI A ( PMS ), CIEL : Wealth Management Intermidiate Program. Persuing CFP ( Certified Financial Planner). Let\'s connect and explore opportunities in the world of private banking & wealth management!#PrivateBanking #WealthManagement #InvestmentAdvisory #ClientSuccess #Finance #Banking
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.