Rupesh Satnaliwala is the Managing Director and CEO of Universal Trustees Private Limited. A Chartered Accountant with 18 years of experience, he had extensive experience in the field of retail banking, capital markets and private banking.
Prior to joining UTPL, he was working with ICICI Bank for the last 16 years of which the last 10 years had been in private banking business. During his stint with Private Banking, he had the opportunity to work across different functions viz – Relationship Management, Marketing, Product and Strategy, Operations, Customer Experience Management, Business Compliance and Projects. This has given him a holistic view of all facets of client management both in the front end, product design and process management.
Rupesh is a relationship oriented person and one of his key strengths is in understanding client requirements and providing structured solutions to meet the same.
He is also a qualified cost accountant from the Institute of Cost and Works Accountant of India and a Certified Financial Planner from the Financial Planning Standard Board, India.