Sawan Patel Email & Phone Number

Principal (Private Wealth) @ FundsIndia Private Wealth

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Sawan Patel Location

Bengaluru, KA, IN

Sawan Patel Work

Principal (Private Wealth) @ (February 2025 - Present)
Privy RM (Priority Banking) @ (July 2023 - February 2024)
City Head - Mumbai and Pune @ (June 2021 - July 2023)
Senior Manager - Sales (SaaS and ERP) @ (November 2019 - June 2021)
CA-RM @ (September 2017 - November 2019)
Business Development Executive @ (June 2015 - August 2017)
Management Intern - Industrial Relations @ (March 2015 - June 2015)

Sawan Patel Education

Indian Institute of Management, Kozhikode
Master of Business Administration - MBA
2022-2024
National Institute of Technology Warangal
Master's Degree
2013-2015
Biju Patnaik University of Technology, Odisha
B.Tech (Computer Science and Engineering (CSE))
2008-2012
Kendriya Vidyalaya
Science
2008-2008

Sawan Patel Skills

Account Management
Alternate Investment
Business Development
Business-to-Business (B2B)
Customer Relationship Management (CRM)
Customer Retention
Financial Advisory
Human Resources (HR)
Insurance
Investment Management
Investments
Leadership
New Business Development
Portfolio Management
Private Wealth Management
Product Management
Proptech
Real Estate
Renewal Retention
Sales
Sales & Marketing
Sales Management
Start-up Leadership
Start-ups
Strategy
Team Management
Value delivery

Sawan Patel Summary

Sawan Patel, based in Bengaluru, KA, IN, is currently a Principal (Private Wealth) at FundsIndia Private Wealth. Sawan Patel brings experience from previous roles at Kotak Mahindra Bank, ApnaComplex and HDFC Bank. Sawan Patel holds a 2022 - 2024 Master of Business Administration - MBA @ Indian Institute of Management, Kozhikode. With a robust skill set that includes Account Management, Alternate Investment, Business Development, Business-to-Business (B2B), Customer Relationship Management (CRM) and more. Sawan Patel has 1 emails and 2 mobile phone numbers on RocketReach.

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