Head- Investments and Advisory @ First Global Capital limited (FGCL) (January 2017 - August 2019)
Investment Specialist @ National Bank of Oman (November 2013 - August 2016)
Fund Manager @ Shurooq Asset Management Co LLC (December 2011 - October 2013)
Vice President, Business and Product Development @ (February 2010 - June 2011)
Senior Manager (Analyticals) @ (January 2007 - February 2010)
Private Banking Relationship Manager @ (June 2005 - January 2007)
Business Development Manager @ UTI Asset Management Company (April 2001 - June 2005)
Surendra Patel Education
Indian Institute of Management Bangalore
(Management, General Studies)
1999-2001
Dr. Babasaheb Ambedkar Marathwada University, Aurangabad
(Chemistry)
1994-1999
New High School (Nhs) Borivli 1984-1992
Surendra Patel Skills
Banking
Capital Markets
Equities
Financial Analysis
Mutual Funds
Portfolio Management
Private Banking
Relationship Management
Wealth Management
Surendra Patel Summary
Surendra Patel, based in Dubai, AE, is currently a Founder at Seven Advisors Pvt. Ltd. Surendra Patel brings experience from previous roles at First Global Capital limited (FGCL), National Bank of Oman, Shurooq Asset Management Co LLC and The Financial Corporation S.A.O.G. (FINCORP). Surendra Patel holds a 1999 - 2001 Indian Institute of Management Bangalore. With a robust skill set that includes Banking, Capital Markets, Equities, Financial Analysis, Mutual Funds and more. Surendra Patel has 2 emails and 3 mobile phone numbers on RocketReach.
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