Avinder Singh Bagga

Results-driven finance professional with over 8 years of experience across banking, asset management, and insurance sectors. Skilled in portfolio management, wealth advisory, and multi-channel distribution, with proven success in managing large investment portfolios and serving HNI and NRI clients. Experienced in driving business growth through strong client relationships, strategic partnerships, and effective financial planning.

Adept at analyzing client needs, delivering tailored investment solutions, and ensuring regulatory compliance. Known for strong leadership, training, and partner development capabilities. Open to international opportunities and relocation, with a keen interest in contributing to global financial markets and delivering value-driven financial advisory services.

I am a finance professional with 8+ years of experience in banking, asset management, and insurance, specializing in wealth management, portfolio advisory, and financial product distribution. I have managed large client portfolios of up to INR 900+ Cr AUM, working closely with HNI and NRI clients to deliver tailored investment solutions across mutual funds, PMS, AIFs, insurance, and banking products.

My experience includes working with leading financial institutions such as **ICICI Prudential Asset Management Company, Kotak Mahindra Bank, IndusInd Bank, DCB Bank, Max Life Insurance, and currently LIC Mutual Fund Asset Management Company, where I drive mutual fund distribution through partner networks and financial advisors.

Throughout my career, I have focused on client relationship management, business development, partner training, and regulatory compliance, while consistently supporting revenue growth and expanding distribution channels.

My most relevant training includes an MBA in Financial Services Management from Faculty of Management Studies, Mohanlal Sukhadia University, which provided a strong foundation in banking, investment management, and financial markets. I also hold several industry certifications, including NISM Series V-A Mutual Fund Distributor Certification, NCFM Intermediate Insurance Module Certification, and IRDA Corporate Agent Certification, which focus on mutual fund distribution, insurance advisory, and regulatory compliance in financial services.

Additionally, I completed the CS Foundation Programme from the Institute of Company Secretaries of India, strengthening my knowledge of corporate governance, financial regulations, and business law. Together, these trainings support my expertise in wealth management, financial advisory, and financial product distribution.