Puneet Agrawal
About Puneet Agrawal
Puneet Agrawal is a Pioneer Relationship Manager at IndusInd Bank, with a career spanning over a decade in the banking and finance sector. He has held various managerial positions at notable institutions, including YES BANK and Kotak Securities, and has an MBA in Finance and Marketing from The ICFAI University, Dehradun.
Current Role at IndusInd Bank
Puneet Agrawal serves as a Pioneer Relationship Manager at IndusInd Bank, a position he has held since 2020. He operates in Udaipur, Rajasthan, India. In this role, he focuses on building and maintaining relationships with clients, providing tailored financial solutions to meet their needs. His expertise in wealth management and client relations supports the bank's objectives in enhancing customer satisfaction and loyalty.
Previous Experience in Banking
Puneet Agrawal has extensive experience in the banking sector. He worked at IndusInd Bank as an Exclusive Wealth Manager from 2018 to 2019, where he managed high-net-worth clients. Prior to that, he held various positions including Manager at YES BANK from 2016 to 2017 and Deputy Manager at Kotak Securities from 2007 to 2013. His roles have consistently involved client management and financial advisory.
Education and Expertise
Puneet Agrawal earned his Master of Business Administration (M.B.A.) with a focus on Finance and Marketing from The ICFAI University, Dehradun, from 2004 to 2006. His academic background provides him with a solid foundation in financial principles and marketing strategies, which he applies in his professional roles in the banking and finance industry.
Career Progression in Finance
Puneet Agrawal's career in finance began after his education, with significant roles at various financial institutions. He worked at IndiaNivesh Securities Pvt. Ltd. as a Manager from 2013 to 2015 and at Karvy Private Wealth as Assistant Vice President from 2019 to 2020. His experience spans over a decade, showcasing his growth and adaptability in the financial services sector.
Early Education Background
Puneet Agrawal completed his early education at THE STUDY in Udaipur from 1985 to 1997. This foundational education set the stage for his later academic pursuits and career in finance, contributing to his overall development and professional journey.