Entrepreneur | Trainer | Keynote Speaker | Author
Suraj is an accomplished senior management professional having extensive leadership experience of over 25 years as CEO / Board / Executive Management / Function Head in Financial Services businesses in Asian and Middle Eastern markets including India, Hong Kong, Japan, Taiwan, Singapore, Malaysia, UAE and the United States.
Retired from corporate life in 2011 to peruse his passion, he has since authored the “10 moves, series of books for wealth managers” and been active on the conference and training circuit as a passionate and engaging trainer, facilitator and a key-note speaker both locally and overseas. He has delivered motivational sales keynotes, kick-offs, presentations and workshops in Asia-Pacific and the Middle East. His ability to explain a complex concept in layman’s language, makes him a sought-after speaker and trainer. He is also passionate on talking on financial literacy topics like legacy, retirement, education and preservation. He speaks at several bank and insurance company events. He is self-motivated and high on commitment and integrity.
Suraj is also strong on leadership skills and motivating teams having motivated both small and large teams, both as a practitioner and as a trainer. He believes that every person and every organization has extraordinary potential, it’s just a matter of investments of time, energy, focus and money are required for that potential to be realized.
A global citizen, having lived in five different countries, has now made Singapore his home. A certified financial planner, a chartered wealth manager and an MBA in finance.
CEO – Prudential Fund Management Berhad, Malaysia (now East Spring)
CEO – Prudential Asset Management, Singapore (now East Spring)
CEO – Prudential Asset Management, Dubai, UAE (now East Spring)
Head of Bancassurance (Asia) – Prudential Corporation Asia (Life Insurance)
Board Director for several regulated companies within the Prudential Group in Asia, Middle East, Luxembourg, Cayman Island & Mauritius.
Prior to joining Prudential in 1998, Suraj worked for 10 years in sales, marketing & products with various financial institutions including BNP, ING Private Banking, Templeton, Goldman Sachs joint venture in India - Kotak Securities and as a consultant with the World Bank.
Master of Business Administration – UDC, Washington D.C.
Bachelors in Commerce (Honors) from University of Delhi, India.
CWM® (Chartered Wealth Manager®, AAFM USA)
MFP® (Master Financial Planner®, AAFM USA)
Suraj concentrates on improving skills and enhancing performance by focusing on professional development. he uses clear methods in his training sessions to acclimatize new employees, teach current employees new skills for the same job, and to advance employees into jobs requiring different skill sets.
Areas of Focus:
Financial Services (Banking, Financial Services & Insurance) Soft Skills including Leadership Performance Drivers, like Project Management.
In the recent years, the proliferation of investment products and innovative ﬁnancial services has contributed to the steady growth of Wealth Management as an attractive and lucrative sector within the ﬁnancial services industry.
At the same time, rapid product development and technology advancement, changing needs of the clients and globalization of businesses are posing new challenges for professionals in wealth management.
There is an ever-growing need for professional education and training programmes to enhance the level of knowledge and professional services in wealth management, especially in the Asia Paciﬁc and Middle-Eastern regions.
Professional development is undergoing a revolution the world over. We are learning through new methods of teaching and through very pragmatic development styles.
His Wealth Management Series programs are designed with a primary focus on Human Capital and the ﬂexibility to adjust to the needs of your staff, organisation and customers.
Suraj also provides Keynote Speaking services that can establish a framework for programme of events or a convention agenda and can also function as convention moderator.
Suraj Mishra leverage on their experience in the Finance industry speaking in a wide range of topics like:
Legacy planning General Insurance Funds management Financial Risk Management & Compliance Ethics Learning & Development and General Management topics