Hans Punjabi
About Hans Punjabi
Hans Punjabi is a Product Specialist with extensive experience in the financial services sector, focusing on sustainable financial solutions and client acquisition within the mutual funds industry. He has held various roles at notable companies, including Franklin Templeton India, CredAble, and L&T Financial Services.
Current Role at Turtlemint
Hans Punjabi serves as a Product Specialist at Turtlemint. His role involves developing and managing financial products that align with the company's mission to provide innovative solutions in the financial sector. His focus is on delivering sustainable financial solutions that yield steady growth for clients.
Previous Experience in Financial Services
Prior to his current position, Hans Punjabi worked at several financial institutions. He was a Business Development Associate at Franklin Templeton India from 2016 to 2017, where he focused on client engagement in Mumbai. He later served as a Relationship Manager at L&T Financial Services from 2017 to 2019 and at CredAble from 2019 to 2021, gaining expertise in sales strategy and client acquisition within the mutual funds sector.
Education and Qualifications
Hans Punjabi holds a Bachelor of Commerce (BCom) degree in Finance from the University of Mumbai, which he completed from 2014 to 2016. He also earned a certification as a financial planner from the Financial Planning Academy between 2015 and 2016. His educational background provides a solid foundation for his career in financial services.
Skills and Specializations
Hans specializes in sales strategy and client acquisition, particularly within the mutual funds sector. He has a comprehensive understanding of supply chain finance, which he developed during his tenure at CredAble. Additionally, he has expertise in promoting and marketing financial products that are innovative, efficient, cost-effective, and unique.
Early Career Experience
Hans Punjabi began his career in the financial sector as an Associate Financial Planner at Sykes & Ray Equities (I) Ltd. in 2014. He also worked as a Brand Ambassador for KOOVS in 2015. These early roles contributed to his foundational knowledge and skills in financial planning and marketing.