Swapnil Taskar
Wealth Manager
- Role
- Wealth Manager at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Swapnil Taskar
I am a banking professional with strong experience in client relationship management…
Experience
Wealth Manager
Oct 2023 — Present · Mumbai, IN
Serve our most affluent customers & drive growth by ensuring excellent engagement & customer serviceFully own the book, growth and customer service KPIs for mapped portfolio Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers\' specific requirementsWork with internal teams to drive on-ground innovation and bank\'s strategic initiativesEnforce strict adherence to the bank\'s policies and regulatory compliance measuresProvide assistance during audits, ensuring conformity to internal and external regulations and guidelines
Education
Maharashtra Institute of Technology
Bachelor of Engineering - BE, Polymer/Plastics Engineering
2012 — 2016
Shree Chanakya Education Societys Indira Institute of Management, Pune Mumbai Highway, Near Wakad Police Station, Tathwade, Pune 411033
Master of Business Administration - MBA, Marketing
2019 — 2021
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