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
Similar Profiles
Viraja ParanjapeViraja Paranjape
Associate Director, Financial Risk Remediation at UBS Business Solutions (India) Pvt. Ltd. (Erstwhile Credit Suisse Services (India) Pvt. Ltd.)Associate Director, Financial Risk Remediation at UBS Business Solutions (India) Pvt. Ltd. (Erstwhile Credit Suisse Services (India) Pvt. Ltd.)
Maxy D’silvaMaxy D’silva
Risk Analytics and Solutions at UBS Business Solutions India Pvt. Ltd. (Credit Suisse Services India Pvt. Ltd.)Risk Analytics and Solutions at UBS Business Solutions India Pvt. Ltd. (Credit Suisse Services India Pvt. Ltd.)
SRIVIDYA MENONSRIVIDYA MENON
Executive Director - Data Management & Performance at Credit Suisse Services (India) Pvt. Ltd ( a UBS Group Company)Executive Director - Data Management & Performance at Credit Suisse Services (India) Pvt. Ltd ( a UBS Group Company)
Shikha NishadShikha Nishad
Director of Office Operations at Information Tech Consultants Ltd-Progriz COE Pvt LtdDirector of Office Operations at Information Tech Consultants Ltd-Progriz COE Pvt Ltd
Priti SharmaPriti Sharma
Senior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private LimitedSenior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private Limited