Heena A Email
Private Wealth Management @ HDFC Bank
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Heena A Location
- Maharashtra, India
Heena A Work
- Private Wealth Management @ (January 2023 - Present)
- Senior Director InCred Wealth @ (November 2021 - January 2023)
- Assistant Vice President- Citigold Wealth Management @ (October 2018 - November 2021)
- Assistant Vice President - Citigold Wealth Management @ (September 2014 - September 2018)
- National Relationship Manager @ (January 2011 - September 2014)
- Partner Acquisition Manager @ (September 2007 - January 2011)
- Sales Manager @ (June 2005 - August 2007)
- Corporate Accounts Manager @ (May 2004 - June 2005)
Heena A Education
- The Maharaja Sayajirao University of Baroda
MBA (Finance)
2002-2004 - Sardar Patel University
B.Com (Advance Accounting & Auditing)
1999-2002 - Anandalaya 1990-1998
- CIEL Learning Foundation
Certified Private Wealth Manager (Wealth Management)
Heena A Skills
- Bancassurance
- Business Development
- Business Strategy
- Channel Partners
- Cross Selling
- Finance
- Financial Planning
- Key Account Management
- MIS
- Management
- Management Information Systems (MIS)
- Portfolio Management
- Relationship Management
- Sales
- Sales Operations
- Strategic Financial Planning
- Strategy
- Team Management
- Wealth Management
Heena A Summary
- Heena A, based in Maharashtra, India, is currently a Private Wealth Management at HDFC Bank. Heena A brings experience from previous roles at InCred Wealth, Citi India and Kotak Life Insurance. Heena A holds a 2002 - 2004 MBA in Finance @ The Maharaja Sayajirao University of Baroda. With a robust skill set that includes Bancassurance, Business Development, Business Strategy, Channel Partners, Cross Selling and more. Heena A has 1 emails on RocketReach.
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