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Suresh Patel's
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Current Position:

Certified Financial Planner at Bajaj Capital Ltd

Experience:

9 years

Location:

Mumbai, Maharashtra, India

How to contact Suresh Patel

Last updated:2025-09-26
emails******p@bajajcapital.com
phone+91-***-***-7473
LinkedIn
Skype
YouTube

Analytics

According to LinkedIn Suresh Patel started working on 2016, then the employee has changed 2 companies and 4 jobs. On average, Suresh Patel works for one company for 2 years 6 months. Suresh Patel has been working as a Certified Financial Planner for Bajaj Capital Ltd for 1644 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Certified Financial Planner at Bajaj Capital Ltd

Apr 2021 - Current

Senior Relationship Manager at Bajaj Capital Ltd

Jul 2024 - Current

Relationship Manager at Bajaj Capital Ltd

May 2022 - Jun 2024

Para Planner at Fasttrack Financial Planners

Feb 2018 - Apr 2021

Employee at MNNY & Associates

Jul 2016 - Jan 2018

Education

NISM-Series-V-A: Mutual Fund Distributors Certification at National Institute of Securities Markets (NISM)

CERTIFIED FINANCIAL PLANNERCM at FINANCIAL PLANNING STANDARDS BOARD

Bachelor of Accounting And Finance (BAF) at University of Mumbai

c. u. shah sarvajanik high school

Current Company Information Bajaj Capital Ltd

Name: Bajaj Capital Ltd

Speciality: Independent, Wealthmanagement, Investment, Bajajcapital, PersonalFinance, MutualFund, RetirementPlan

Location: Gurugram, Haryana, India

Employees: 5000-10000

Description: The right one can make all the difference when it comes to your money or life. 👉 Providing value. BajajCapital provides need-based solutions at the right value, gaining lifetim...

Frequently Asked Questions

How long has Suresh Patel been working as a Certified Financial Planner?

Suresh Patel's total experience in various companies as a Certified Financial Planner 4 years 6 months.

What is Suresh Patel's minimum period of employment in the companies?

Suresh Patel's minimum period of employment in various companies is 1 year 6 months.

What is Suresh Patel's average duration of employment for different companies?

On average, Suresh Patel works for one company for 2 years 3 months

What industries has Suresh Patel worked in?

Suresh Patel works in the Financial Services.

What positions has Suresh Patel held before?

Previously, Suresh Patel worked as a Senior Relationship Manager, and Relationship Manager, and Para Planner, and Employee.

How do I contact Suresh Patel?

Suresh Patel's email address is s******p@bajajcapital.com, phone number is +91-***-***-7473. Sign up to get contact details.

Who is the CEO of the Bajaj Capital Ltd?

The CEO of the Bajaj Capital Ltd is Rahul Parikh

Who are Suresh Patel's peers at other companies?

Suresh Patel's peers at other companies are Al Benson CFP and Edward Moran and Jon Mulligan CFP®
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Suresh Patel Namesakes

Name
Company
Position
S
Sr.Geotechnical Engineering Technician
s
Safealiveindia Pvt Ltd
Business Owner
S
Associate Tech Lead
S
Product Manager - Asset Management
S
Vestas wind technology india pvt ltd
Technician
S
Zydus Research Centre, Zydus Lifesciences Ltd.
Scientist
S
Surya Builders - India
Social Worker
s
Prabhat wood and Ply
Managing Director
S
Deputy General Manager

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Other employees at Bajaj Capital Ltd

Name
Company
Position
p
Senior Operational Executive
B
Assistant Manager - HR
A
Senior Manager - Private Wealth
V
Senior Relationship Manager
A
Senior Relationship Manager
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