Vikas Puri

About Vikas Puri

Started my career at Ansal Housing in Delhi handling sales & marketing for residential & commercial projects. Advent of new millennium also opened the flood gates for Insurance & mutual fund industry & that was my entry to the financial sector with Bancassurance @ ICICI Pru Life. A natural progression took me to DBS Cholamandalam for the distribution of third party products, which gave me a great exposure of setting up new business & mandate to open new branches all over Delhi & NCR. A special mention for Mr. C Anil Kumar under whose leadership, I learnt the art of retail business. Almost 5 years of working in Delhi, got an opportunity with Standard Chartered Bank-Mumbai in wealth advisory services. I was never stung by monotony in life as my profession brought me to a new city, new business dynamics & new work environment. Currently working @ Complete Circle Capital, a leading financial services firm that provides innovative solutions to a wide range of clients that includes institutions, corporations, individuals & families. Our competitive edge comes from our unique multidimensional research approach that forms the core of our services and advice.

Experience

1. Head -west Zone

   Complete Circle Capital Pvt. Ltd

   Mar 2020 — Present · Mumbai, IN

Education

• The finance training Soc

  QFOP - Qualified Family Office Professional, Wealth Advisroy

• IIM INDORE

  Management Development Program, Consumer behaviour

  2016 — 2016

• Pune University

  MBA, marketing

  1998 — 2000

• IIM Indore

  MDP, Marketing & Consumer Behaviour

• JNV Udhampur

  10+2

  1986 — 1993

Skills

• Investments
• Business Strategy
• Banking
• Equities
• Risk Management
• New Business Development
• Business Development
• Relationship Management
• Market Research
• Financial Services
• Mutual Funds
• Marketing Strategy