Yogesh Chitte
Team lead in Wealth management
- Role
- Wealth Relationship Manager at Nuvama Wealth
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Yogesh Chitte
I’m a finance professional with 10+ years of experience in the financial services industry, specializing in wealth management, PMS, and mutual funds. Over the years, I’ve developed strong capabilities in client advisory, investment solutions, and relationship management, helping individuals and partners achieve long-term financial goals. In my current role as a Team Lead handling both B2B and B2C business, I lead and mentor high-performing teams, build and nurture strategic partnerships, and drive business growth across multiple channels. I focus on delivering value-driven investment solutions—rooted in deep product knowledge and a client-first mindset—while fostering a culture of accountability and execution excellence.I enjoy crafting strategic sales initiatives, strengthening partner networks, and creating meaningful experiences for HNI clients and distribution partners alike. My goal is to combine people leadership, market expertise, and disciplined execution to drive scalable growth and long-term success in the wealth management space.Always learning, always building, and always focused on delivering value.
Experience
Wealth Relationship Manager
Feb 2024 — Present · Mumbai, IN
Manage wealth boutiques across Mumbai, focusing on the B2B segment. • Lead a network of over 60 partners, including CAs, financial planners, tax consultants, freelancers, and financial influencers. • Provide a comprehensive and tailored wealth product basket to meet diverse client financial needs. • Product offerings include FD, NCD, MLD, guaranteed income plans, mutual funds, Demat accounts, listed/unlisted shares, ADB, PMS, AIF, personal loans, HL, LAP, LAS, and more. • Oversee the onboarding of new partners to expand the network. • Conduct regular training sessions on products and processes to enhance partner expertise. • Deliver innovative, beyond-banking financial solutions to drive client success and partner growth. • Foster long-term strategic partnerships by providing customized financial strategies and exceptional service.
Education
University of Mumbai
Master's degree, Marketing
University of Mumbai
Bachelor of Commerce - BCom, Accounting and Finance
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