Foreign wealth manager Julius Baer has further strengthened its onshore India team, by onboarding Akul Juneja as Managing Director Senior Advisor, based in New Delhi. He will be responsible for growing the firm’s business in New Delhi and opening avenues for Julius Baer in new client segments across Northern India.
Four senior relationship managers including Dhanmesh Tripathi, Abhishek Chopra, Munish Kumar and Sourabh Aggarwal will join the bank and report directly to Akul. Together, they will provide best-in-class investment and wealth planning solutions to discerning clients across Northern India – an important market for the Bank. Akul will report to Vrinda Mahadevia, Head Wealth Management, Julius Baer India.
Akul joins Julius Baer India with more than 22 years of experience in financial services and wealth management. He was most recently Senior Regional Head, North, Private Banking, HDFC Bank. Prior to that, he was Regional Head, Wealth Management and Regional Head, Sales at ICICI Bank. Akul is a CFA and has completed his PGDBA, Finance from ICFAI University.
Umang Papneja, Chief Executive Officer, Julius Baer India said: “Akul Juneja’s rich experience and depth of knowledge will add immense value to the growing client needs in Delhi NCR and beyond. North India is a key market for the bank and we are keen to expand our footprint in many new cities and metros over the next few years. We have a solid franchise in New Delhi, these strategic appointments will not only enable us to drive our growth strategy but will also further strengthen our position as the largest foreign wealth manager in India.”
