Kabir Malkani
Mumbai
Summary
Senior Private Banking professional with 20+ years of experience and a proven knowledge of investment, relationship management and secured lending. Aiming to leverage my skills to provide long term solutions to Global UHNWI families.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Executive Director & Market Team Head
Credit Suisse Securities India Pvt Ltd
05.2009 - Current
- Manage a team of 7 relationship managers in Mumbai & Delhi
- UHNWI client coverage with $750mn across 35 client families’ assets under advisory Generated $5mn+ revenue annually since 2017
- Originated & executed structured finance trades worth $500mn
- Built a successful bridge between the Private & Investment Bank to provide solutions for Entrepreneurs
- NRI coverage across UAE, East Africa, UK and Singapore
- Started at VP in 2009, promoted to Director in 2014, ED & TL in 2019 and Market Team Head in 2023
AVP - Investments
DSP Merrill Lynch
01.2005 - 04.2009
- Partnered & managed clients with assets under advisory of $200mn
- Initiated NRI coverage for onshore investments across the Middle East, Asia & East Africa
Management Trainee - Fixed Income
DSP Merrill Lynch
05.2003 - 01.2005
- Developed & executed Fixed Income Strategies for Corporate Treasuries
- Analyst with the Fixed Income research team
- Developed in-house MIS systems for corporate portfolio reporting and analysis
Education
Masters of Commerce - Business Administration
Sydenham College
06.2003
Bachelor of Commerce - Business Management
H R College of Commerce & Economics
05.2001
Business Administration
University of North Carolina
Chapel Hill, NC12.1999
Skills
- Asset Allocation
- Cross-border expertise
- Stakeholder relations
- Fundraising
- Marketing
- Business development
Certification
June 2010 Certified Financial Analyst (CFA)
Timeline
Executive Director & Market Team Head
Credit Suisse Securities India Pvt Ltd
05.2009 - Current
AVP - Investments
DSP Merrill Lynch
01.2005 - 04.2009
Management Trainee - Fixed Income
DSP Merrill Lynch
05.2003 - 01.2005
Bachelor of Commerce - Business Management
H R College of Commerce & Economics
Business Administration
University of North Carolina
Masters of Commerce - Business Administration
Sydenham College