Roshan R. Nawale
About Roshan R. Nawale
Roshan R. Nawale serves as the Vice President and Regional Head of Investments at IndusInd Bank, bringing over a decade of experience in capital markets and investment management, with a focus on investment advisory and various financial products.
Current Role at IndusInd Bank
Roshan R. Nawale currently serves as the Vice President and Regional Head of Investments at IndusInd Bank. He has held this position since 2023, contributing to the bank's investment strategies and client engagement in the Mumbai, Maharashtra region. His role involves overseeing investment portfolios and implementing effective strategies to meet client needs.
Previous Experience in Investment Management
Prior to his current role, Nawale accumulated extensive experience in investment management across various organizations. He worked at SBI Mutual Fund as Senior Manager in Institutional Business from 2021 to 2023. His earlier roles include positions at Tata Mutual Fund and Aditya Birla Sun Life Mutual Fund, where he focused on institutional business and client relations.
Education and Expertise
Nawale holds a Bachelor of Science degree in Physics from Birla College of Arts Science & Commerce, which he completed from 2003 to 2006. He further pursued a Post Graduate Diploma in Business Management (PGDBM) in Finance from Sydenham Institute of Management Studies, Research and Entrepreneurship Education, graduating in 2011. His educational background supports his decade-long expertise in capital markets and investment management.
Skills in Financial Planning and Risk Management
Roshan R. Nawale possesses seasoned expertise in various areas including risk management, financial planning, sales, business development, and strategy planning. His analytical skills enable him to assess global macro and micro data, allowing for strategic adjustments in client portfolios. He emphasizes building trust with clients through effective communication and tailored financial advice.
Client Engagement and Relationship Management
Nawale enjoys engaging with clients to understand their diverse personalities and financial behaviors. He actively works to build trust and execute strategies that align with clients' financial goals. His approach involves analyzing client portfolios and making informed decisions that enhance investment outcomes.