Yogesh Mhamane
Head -- Wealth Management---Cautilya Capital
- Role
- Head of Wealth Management at Cautilya Capital
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Yogesh Mhamane
A CERTIFIED FINANCIAL PLANNER and CFA LEVEL I candidate with over 23 years of experience…
Experience
Head of Wealth Management
Jul 2021 — Present · Bangalore Urban, IN
was brought on board to set up Wealth Management business in Bangalore & Other regions. Responsible for Recruitment, Training, accompanying the team members on joint calls and helping them in closures. Responsible for Individual targets and P&L of the team. Dealing with products such as Mutual Funds, Life Insurance, PMS, AIF, Unlisted stock, Algo Trading etc. Dealing with clients who has an AUM of about 50 Lakhs. Selected Accomplishments: 1)Achieved Break even in first year of joining.2)Logged in 1.8Crs of Life Insurance in 2nd year of my joining. 3)Onboarded 265+ clients with an AUM of 120Crs and a SIP book of apprx 50Lakhs.
Skills
- Insurance Planning
- Leadership
- Strategic Financial Planning
- Recruiting
- Risk Analysis
- Retirement Planning
- Business Development
- Wealth Management
- Mis
- Portfolio Management
- Start-Ups
- Mutual Funds
- Risk Management
- Team Management
- Bancassurance
- Income Tax Planning
- Investments
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