Debapriya Mohapatra
Associate Vice President (Wealth Management) at Globe Capital Market Limited
Based in India
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Seniority
Vp
Department
Finance & Accounting
Location
India
Industry
Financial Services
Company size
1.4K
Contact information
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d•••••••@globecapital.com
Phone
5 credits+91 ••• •••• ••••
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Background
About Debapriya Mohapatra
A dynamic professional in financial services across various verticals such as wealth management and personal finance. Currently Responsible for distribution of Wealth products. Prime job responsibilities are:* Revenue generations.*Track and verify data base of clients,sales and profits,productivity and Retention.*Deal with the products like-Mutual funds,PMS, AIF, Loans,Real Estate,Insurance(life and general),Bonds and Equity.Specialities:Financial and Investment advisory,Risk Management,Financial Analysis,Individual Taxation,Wealth Management,Retail Assets(Loan Against Property,Home Loan),Liabilities(Insurance,Deposits),Equity and Debt(Shares,IPO,MF,Bonds),Online Trading A/Cs.
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