Summary
Shubham Goswami is a Senior Wealth Specialist with over 15 years of experience in wealth management and banking, currently managing affluent-family investment relationships at Standard Chartered in Hyderabad. An MBA in Marketing with executive wealth management training from IIM Bangalore, he has a proven track record of growing AUM through new client acquisition and deepening high-net-worth relationships across top Indian banks. He has led and coached high-performing teams that consistently ranked among the top performers nationally, and brings hands-on expertise in portfolio management, liquidity planning, and bespoke banking solutions. Multilingual in English, Hindi, and Bengali, Shubham blends technical financial acumen with strong client empathy to improve satisfaction and long-term net worth. His background in commercial payments and early sales roles gives him a practical edge in designing integrated financial solutions that bridge personal and corporate needs. Colleagues and clients value his combination of disciplined process, relationship-first approach, and an ability to translate complex investment strategies into clear, actionable plans.
7 years of coding experience
6 years of employment as a software developer
MBA, Marketing, MBA, Marketing at IBS Hyderabad
Executive Programme For Wealth Managers, Wealth Management, Executive Programme For Wealth Managers, Wealth Management at Indian Institute of Management Bangalore
B.E., Electronics & Communication, B.E., Electronics & Communication at Atria Institute of Technology Bengaluru
Bengali, Hindi, English