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Thomas Stephen Location
Mumbai, MH, IN
Thomas Stephen Work
Director and Head - Preferred @ (July 2025 - Present)
Associate Director and Head - Preferred @ (July 2022 - June 2025)
Head - Preferred @ (January 2022 - July 2022)
Head of Sales - Preferred @ (August 2021 - January 2022)
Regional Head - South @ (April 2014 - August 2021)
Vice President @ (February 2011 - April 2014)
AVP and Head Relationship Manager @ Religare Macquarie Private Wealth (December 2008 - January 2011)
Sr.Manager @ (October 2007 - November 2008)
Van Gogh Preferred Banking R.M @ (March 2007 - September 2007)
Financial Planning Manager @ (October 2005 - March 2007)
FSC @ (September 2004 - September 2005)
Thomas Stephen Education
Indian Institute of Management Ahmedabad
Leadership and Change Management
2017-2017
Manipal Institute of Management, MAHE, Manipal
MBA (International Business)
2002-2004
CSI College of Engineering
BE (EEE)
1998-2002
Nalanda Junior College 1996-1998
St. Ann’s
Thomas Stephen Skills
Asset Allocation
Asset Management
Banking
Business Development
Business Planning
CRM
Capital Markets
Credit
Equities
Finance
Financial Advisory
Financial Planning
Financial Services
Insurance
Investment Advisory
Investment Banking
Investment Management
Investments
Mutual Funds
Portfolio Management
Private Banking
Relationship Management
Retail Banking
Strategic Financial Planning
Team Management
Wealth
Wealth Management
Thomas Stephen Summary
Thomas Stephen, based in Mumbai, MH, IN, is currently a Director and Head - Preferred at Anand Rathi Share and Stock Brokers Ltd. Thomas Stephen brings experience from previous roles at Anand Rathi Share and Stock Brokers Ltd and Karvy Private Wealth. Thomas Stephen holds a 2017 - 2017 Leadership and Change Management @ Indian Institute of Management Ahmedabad. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Business Development, Business Planning and more. Thomas Stephen has 2 emails and 3 mobile phone numbers on RocketReach.
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