Jayeeta Sen Email & Phone Number
Managing Partner @ TrustPlutus
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Jayeeta Sen Location
- Mumbai, MH, IN
Jayeeta Sen Work
- 2010 -now Managing Partner @
- 2010 -2010 Director - Key Client Relationships @
- 2009 -2010 Sr. Vice President and Head - Risk Management and Succession Planning @
- 2009 -2010 Sr. Vice President and Country Head- Insurance Solutions @ ASK Wealth Advisors Pvt. Ltd
- 2002 -2008 Regional Director - DSF Sales @
- 2000 -2002 Manager Business Development (NRI and Off-shore Funds) @
- 1996 -2000 Senior Manager – Private Client Group @
Jayeeta Sen Education
- CFP / Financial Planning Services Board USA
Certified Financial Planner (Finance)
2009-2009 - CIEL /Financial Planning Services Board USA
CIEL (Investment)
2009-2009 - INSEAD
Advanced MBA (Leadership)
2006-2007 - ICFAI
MBA (Finance)
1995-1997
Jayeeta Sen Skills
- Business Strategy
- Wealth Management
- Investments
- Portfolio Management
- CRM
- Business Development
- Mutual Funds
- Start-ups
- Insurance
- Sales
- Risk Management
- Strategic Planning
- Leadership
- Management
- New Business Development
- Start Ups
- Project Management
- Microsoft Excel
- Sales Management
- JavaScript
- Microsoft Office
- Strategy
- Business Analysis
Jayeeta Sen Summary
- Jayeeta Sen, based in Mumbai, MH, IN, is currently a Managing Partner at TrustPlutus Wealth Managers (India) Pvt Ltd. Jayeeta Sen brings experience from previous roles at TrustPlutus Wealth Managers (India) Pvt Ltd, Alchemy Capital Management Private Limited, ASK Wealth Advisors Pvt. Ltd and Aviva Life Insurance. Jayeeta Sen holds a 2009 - 2009 Certified Financial Planner in Finance @ CFP / Financial Planning Services Board USA. With a robust skill set that includes Business Strategy, Wealth Management, Investments, Portfolio Management, CRM and more. Jayeeta Sen has 2 emails and 3 mobile phone numbers on RocketReach.
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Top TrustPlutus Employees
Rishi Tiwari
Managing Partner
Delhi, India
Shivani Tandon
Associate Director- Client Relations
Delhi, India
Jayeeta Sen
Managing Partner
Mumbai, MH, IN
Anisha Chopra
Managing Partner
Delhi, India
Gautam Kale
Director
Mumbai, MH, IN
Yogesh Dugar
Partner
Kolkata, WB, IN
Kumar Anshuman
Director - Client Relations
Mumbai, MH, IN
Satwick Tandon
Managing Partner
Maharashtra, India
Sanjay Kothari
Associate Director Client relations
Mumbai, MH, IN
Praroop Lodha
Vice President
Mumbai, MH, IN
Himanshu Sharma
Associate Director
Delhi, India
Preetha Sugumaran
Associate Vice President
Chennai, TN, IN
Jay Shah
Vice President
Ahmedabad, GJ, IN
Ankeet Shah
Senior Director - Client Relations
Mumbai, MH, IN
Monika Jain
Associate Vice President
Mumbai, MH, IN
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