2022 -2024 Vertical Head (Key Clients and Family Office) - Finteller Advisors Pvt Ltd @
2021 -2022 Manager - Axis Bank Burgundy @
2019 -2021 Wealth Manager - HSBC Advance @
2017 -2019 Assistant Manager - Yes Premia @
2016 -2017 Senior Business Development Manager @
2015 -2016 Senior Relationship Manager @
2014 -2014 Summer Intern @
Adil Haroon Education
INDUS BUSINESS ACADEMY - IBA, BANGALORE
PGDM (Finance and Marketing)
2013-2015
University of Calcutta
Bachelor of Commerce (BCom)- Hons (Accounting and Finance)
2009-2012
Saifee Hall School
Matriculation (Commerce)
1993-2009
Adil Haroon Skills
Family Wealth Management
Investment Advisory Services
Private Wealth Management
Mortgage Solutions
Portfolio Management and Asset Allocation
Wealth Management Services
Investment Banking
Financial Goals
Microsoft Excel
Microsoft Word
XMind
Videoscribe
Tally ERP
Microsoft powerpoint
Microsoft Office
PowerPoint
Customer Service
Adil Haroon Summary
Adil Haroon, based in Dubai, AE, is currently a Senior Manager at Kotak Mahindra Bank. Adil Haroon brings experience from previous roles at SEGURO, GoalTeller, Axis Bank and HSBC. Adil Haroon holds a 2013 - 2015 PGDM in Finance and Marketing @ INDUS BUSINESS ACADEMY - IBA, BANGALORE. With a robust skill set that includes Family Wealth Management, Investment Advisory Services, Private Wealth Management, Mortgage Solutions, Portfolio Management and Asset Allocation and more. Adil Haroon has 2 emails on RocketReach.
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