Head – Proposition, Business Development & Family Office, Centrum Wealth Management Limited
Arpita Vinay, is a part of the founder member team to set up the Private Wealth Business at Centrum. She leads product management and proposition development for the Private Wealth business. This includes setting up New Business Opportunities, Family Office proposition for High Net Worth Individuals, Inheritance and Succession Planning and Real Estate Advisory Services. She also runs some large and key customer relationships for the business.
She has over a decade of experience in financial services across Private Clients, Wealth Management & Financial Planning Services. As part of her past roles, she has valuable experience in the areas of Banking, Customer Proposition Development, Customer segmentation and analytics , Distribution channel management, Customer experience and Strategic Planning.
Prior to joining Centrum, she was Head – Premier Proposition for HSBC where she was responsible for managing one of the largest premium banking offerings in the country. During her stint with HSBC she played a critical role in repositioning the proposition and delivery as part of the global re-launch of HSBC Premier. She was also responsible for directing sales of wealth management and banking products and was also a successful private client RM herself during her initial years with the Bank.
She is an Electrical Engineer and also holds an MBA, Finance (Faculty of Management Studies, Delhi). She is also a member of the Society of Trust and Estate Practitioners (STEP), a global forum.