Honoured to Introduce
Navin Gera
President Credence Family Office
Global BFSI Community
Mumbai Chapter
With 2 decades of exemplary professional credentials in the Banking & Financial domain across India and Australia, he has mentored myriad team members to become leaders in Reliance Group, Edelweiss Financial Services Ltd., HSBC, Citi Bank, and Standard Chartered. His equitable deportment is cherished by his inner circle. His core expertise lies in Private banking, Wealth Management, Asset Management, NRI Banking, Sales and Distribution.
Expertise
Family Office
Private Banking
Wealth Management
Asset Management
NRI Banking
Sales & Distribution
Portfolio Allocation
Experience
-
Director
BNP Paribas Bank
1 Years 6 Months -
Senior Director
Reliance Capital | Reliance Group
7 Years 2 Months -
Director - Global Private Wealth Management,India
Edelweiss Financial Services Limited
1 Years 3 Months -
Head - NRI Business, Australia
HSBC
5 Years 5 Months -
Branch Head
Citi India
2 Years 3 Months -
Relationship Manager - Priority Banking
Standard Chartered Bank
1 Years 3 Months
Academic details
University:
Pune University
Degree:
Masters in Business Management
Specialization:
Marketing
Year:
2000
University:
Delhi University
Degree:
Bachelor's in Science
Specialization:
Mathematics, Physics, Chemistry
Year:
1997