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Wealth Management Advisory | GCC Institutional & Family Office Coverage | Alternative Investments
Investment and wealth management professional with experience across Private Equity, Global Hedge Funds, and Alternative Investments in the Dubai market. Currently working in Business Development, focusing on investor acquisition, client relationship management, and alternative investment solutions. Previously associated with Hedge and Sachs, advising HNW clients on portfolio allocation, private equity, and global hedge fund opportunities. Strong exposure to client onboarding, investment presentations, and UAE regulatory processes.
N. L. Dalmia Institute of Management Studies and Research
Master of Business Administration - MBA, Accounting and Finance
January 1, 2018 – January 1, 2021
University of Mumbai
mcom, Accounting and Finance
January 1, 2016 – January 1, 2018
Alpha Global Management Consultancies
Business Development Manager- AVP
November 1, 2025 – Present
Dubai, United Arab Emirates
Hedge and Sachs Financials INC
Portfolio Manager
January 1, 2025 – November 1, 2025
United Arab Emirates · On-site
Morgan Stanley
Associate Account Executive
May 1, 2024 – November 1, 2024
Mumbai, Maharashtra, India · Hybrid
JPMorgan Chase & Co.
Account Executive - Senior Team Member
November 1, 2017 – May 1, 2024
JPMorgan Chase & Co.
Transaction Processing Analyst
November 1, 2017 – June 1, 2021
Cultural Fit Analysis
The candidate has a strong background in finance, having worked with reputable institutions like JPMorgan Chase & Co., Morgan Stanley, Hedge and Sachs Financials INC, and Alpha Global Management Consultancies. Their experience aligns well with a target role in Business Development, especially within the financial services industry. The diversity of roles from Transaction Processing Analyst to Business Development Manager-AVP shows career progression and adaptability. However, the lack of projects and specific skills listed outside of core job descriptions limits a deeper assessment of broader cultural fit or innovative contributions.
Soft Skills & Operational Fit
The candidate's experience descriptions suggest strong client interaction, negotiation, and presentation skills. Their roles involved coordinating with various internal teams (fund managers, compliance, operations), indicating good collaboration and communication abilities. The focus on client satisfaction and regulatory adherence points to a detail-oriented and responsible approach.