Meet our team
Mr. Sunil Shukla
A Post graduate in Business Management with over 20 years of experience as an entrepreneur across assets, BPO and human resources. Started his career as a management trainee with American Express Bank. Belonging to a family of Bankers, he had an entrepreneurial drive from the beginning. He is well- networked and a business builder who has the acumen to capture opportunities to benefit the business. He was a promoter and co-founder of various well established companies. Impact information and marketing Pvt Ltd, Interactive Marketing Pvt. Ltd, Transact Consolidated Pvt. Ltd to name a few. These companies have had over 2000+ employees and a diversified portfolio. His experience spans across finance, human resources, administrative & marketing/ sales domains.
Mr. Raj Mahadev
An MBA,CFP,CWM with over 26 years of experience in Financial Services and Education industry. Raj started his career as a Commercial Officer with Voltas and within a short span moved to Citibank as an Asst Manager. Having learnt the ropes of consumer lending he moved to Standard Chartered Bank Mumbai as Manager Loans and spent the next 12 years with the bank managing multiple roles across Lending, Branch Banking, Liabilities, Marketing, NRI, Product Management, Capital Markets, and last was Head Priority Banking and Capital Markets before leaving and joining American Express as Director Cards, SME and Wealth Management. He then moved to DBS Bank to set up the Wealth Management business and was the Sr Vice President and Head Wealth Management. Since 2008 he has been an entrepreneur setting up multiple lines of business across Financial Service Distribution, a Boutique Investment Bank and a Corporate/ Vocational Training company.
Neeti Puri Lobo
An MBA have 12 year of work experience, has worked like a catalyst with footprint of success in organization like Prudential UK, Confluence and currently working with Confluence Consulting. She has over 7 years experience in Executive Search in financial services spectrum including senior level mandates for Banks, NBFC’s, Investment Banking, Treasury, Corporate & Commercial Banking, Private Wealth Management, Support functions ( IT profiles Operations and HR related). A specialist in talent acquisition and team build outs of senior management in BFSI. Over past 7 years, have successfully conducted senior searches and have successfully built a strong network across profiles in the financial services industry.
Over 27 years of experience across Diners Club, American Express, Aditya Birla Financial Services in Sales ,Business Development, Distribution & Training. He has managed top-performing teams in sales, marketing, and business development. Has strong relationship management, team building, mentoring with proven ability to manage and develop human capital staff. Has certification in soft skills training, selling skills , coaching ,feedback and development planning workshops
A Post graduate in Human Resource Management from Welingkars, he has over 18 years experience across Blue Dart, Templeton, Dawnaday, JM Financials, Kimaya Energy. Has also ventured into the hospitality sector with successful ventures in Mumbai. He is the COO at Confluence Consulting.
An MBA with a rich experience of over 9 years across Multinationals companies like Citibank, Barclays and HSBC. He has experience of working across functions like Mortgages working in the Mumbai and Pune market, Cards, Liabilities and Wealth Management through the Citigold and Premier Banking solutions catering to HNI and UHNI customer portfolios. He has also been an integral part of the pilot team at Citibank for their very successful Citibusiness proposition. He has managed large result oriented teams at Regional levels. A strong team player with an entrepreneurial mindset having build teams from scratch and managing their profitability. He is a VP – Wealth & Private Banking and Real Estate at Confluence Consulting.
Mr. Nikesh Srivastava
Director – North
25+ years of experience across multiple sectors like Insurance, Consumer Durables, Space / Concept selling. Associated with brands like Reliance Communication, Sistema Shyam (MTS), Ricoh Photo product, Kotak Life Insurance. Has deep understanding of Business Operation, P&L, Management, Sales/Distribution Management & Client Relationship Management. An effective communicator with ability to relate to people at any level of business and management.He heads te business for North India.
Mr. T H Radhakrishnan
An MBA and CAIIB, with over 25+years of experience across Capital Markets Intermediary businesses/ Insurance/Fin Services /Portfolio Management/Education Franchising etc. Conducted over 15000 Man-hours of Class room Training and Skill/Knowledge Development programs. Has worked across various companies like Johnson and Johnson, Phillips, Aptech, Max Life, Standard Chartered Bank, Motila Oswal, HSBC InvestDirect, IFCI etc. He heads the business for South India.
Mr. Srinivas K Iyer
With over 23 years work experience across ANZ Grindlays Bank, Bank of America, HDFC Bank in the Training department. From April 2007, started conducting trainings on his own. His areas of training specialization include Management Development / Customer Care / Retail Banking. He is an Internationally Certified Faculty for Customer Care Programmes.
He has conducted many programs with leading organisations like HDFC Bank, Kotak Mahindra Bank, Yes Bank, ABN AMRO, Standard Chartered Bank, HSBC, DBS, RBL Bank, BNP Paribas, Kotak AMC, HDFC Mutual Fund, Birla Sunlife Insurance, Edelweiss Securities, HDFC Securities, Netafim, eClerx, CIBIL, Zenith Optimedia etc.