THE CONSULTING TEAM
Our team consists of 25 consultants and researchers...
 

Financial Services And Professional Services Practice

 

The economic reforms undertaken in the last 15 years have brought about a considerable improvement in the health of banks and financial institutions in India. The financial  markets today are sophisticated and encompass not only traditional banking institutions, but also many other financial entities such as insurance companies, pension funds, mutual funds, venture capital funds and stock and commodity exchanges that perform the function of financial intermediation. This development has been accompanied by the advent of market-based instruments of the stock and bond markets, financial products such as asset-backed securities, financial futures and derivative instruments.

 

The current challenges faced by the sector would be gaining profitability, reinforcing technology, maintaining global standards, corporate governance, sharpening skills, risk management and, the most important of all, to establish 'Customer Delight'. In this context, nothing could be more important than  professional  talent sourcing; using the search technique, which has proved more than cost effective in identifying the right leadership team.

 

Our list of clients in this sector include Deutsche Bank, Standard Chatered Bank, RBS, Morgan Stanley, IDFC, JP Morgan, IDBI bank, Bajaj Auto Finance, ING Group (ING Vysya Bank, Optimix Asset Management), Citigroup Private Bank, Barclays Wealth, Visa, UTI Asset Management, Alliance Capital, HDFC Asset Management, Prudential ICICI Asset Management, Royal Sundaram Alliance, Aviva, Willis, Birla Sun Life Insurance, NM Rothschild, AMP Sanmar, Sundaram BNP Paribas Asset Management, E&Y, PWC and Drake Beam Morrin.

 

Practice Lead
Sonal Agrawal

 

Credentials

  • MD & Head of Investment Banking and team for a prestigious full service European Bank
  • MD, Directors, Associate Directors, European Investment Bank
  • Global Markets team (Infrastructure, Structured Finance, Origination, DCM, Financing) for a full service global banking organization
  • Chief Executive Officer, Large Indian NBFC with a national footprint
  • Executive Director, Investments; Associates, CFO– Private Equity Fund
  • Partners - North, Head Indirect Taxation, Tax, Audit, Head Risk Consulting business for a large accounting & professional services firm
  • Chief Executive Officer for Indian Operations of a firm specializing in Investment Advisory, PMS and Wealth management
  • Heads of Legal, Compliance, Credit, Banking and investment team for the Wealth management and advisory business of one of the world’s most prestigious American banking organizations.
  • CMO, CTO, CIO (Equities) Head Research, Economist for a domestic asset management company, ranked among the top five, currently.
  • CTO and Head of Sales for the Insurance arm of one of India’s leading Corporates in JV with a reputed global Insurer
 
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