vp - key account manager at max life insurance co ltd | ex- hdfc amc | ex-fidelity investments | ex- dsp merrill lynch mf | ex- bharti-axa life@ Max Life Insurance Company Limited
Mumbai, Maharashtra, India
Punit Desai
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University of Mumbai
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FlashIntel GPTPunit Desai is an experienced National Relationship Manager with over 22 years of experience in the insurance and mutual fund industry. He is skilled in portfolio management, business relationship management, sales, and financial planning. Punit has a strong background in marketing and sales, with a degree in Master of Management Studies focused in Marketing and Sales. He has worked at reputable companies such as PNB MetLife India Insurance Co. Ltd, Tata AIA Life Insurance, Bharti AXA Life Insurance, and AIG. Punit's expertise lies in wealth management, strategic financial planning, investments, and financial services. He is currently based in India.
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About
Experienced National Relationship Manager with over 22 years of experience with a demonstrated history of working in the insurance and mutual fund industry. Skilled in Portfolio Management, Business Relationship Management, Sales and Financial Planning. Strong business development professional with a degree in Master Of Management Studies focused in Marketing and Sales.
Work Experience
vp - key account manager at max life insurance co ltd | ex- hdfc amc | ex-fidelity investments | ex- dsp merrill lynch mf | ex- bharti-axa life
Insurance
Punit Desai's Professional Milestones
- Relationship Sales Manager (2005-09-01~2006-10-01): Achieving record-breaking sales targets, driving significant revenue growth and market position.
- Area Sales Head (2006-11-01~2008-08-01): Achieved record-breaking sales targets, driving revenue growth across all regions.
Education
Marketing
Skill
Wealth Management
Strategic Financial Planning
Investments
Financial Services
Mutual Funds
Relationship Management
Investment Advisory
Equities
Portfolio Management
Capital Markets
Asset Management
Banking
Financial Markets
Certification
Colleagues
Greg Gollehon
owner new york life insurance
Namrita Zutshi
Open For Product Owner | Senior Project Manager
Gale K. Serin
Owner
Ankur Singhal
Product Owner
Tanmay Verma
digital customer onboarding product owner @ max life insurance | ex - coforge | ex - wipro | ex - eclerx
Other Named Punit Desai
Frequently asked questions
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Punit Desai's social media include: Linkedin,
Punit Desai works for Max Life Insurance Company Limited
Punit Desai's role in Max Life Insurance Company Limited is vp - key account manager at max life insurance co ltd | ex- hdfc amc | ex-fidelity investments | ex- dsp merrill lynch mf | ex- bharti-axa life
Punit Desai works in the industry of Insurance
Punit Desai's colleagues are Greg Gollehon,Namrita Zutshi,Gale K. Serin
Punit Desai's latest job experience is vp - key account manager at max life insurance co ltd | ex- hdfc amc | ex-fidelity investments | ex- dsp merrill lynch mf | ex- bharti-axa life at Max Life Insurance Company Limited
Punit Desai's latest education in University of Mumbai
