أناند راجو, Associate Vice President

أناند راجو

Associate Vice President

Kotak Securities Ltd.

البلد
الهند - أحمد اباد
التعليم
بكالوريوس, Commerce
الخبرات
12 years, 2 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :12 years, 2 أشهر

Associate Vice President في Kotak Securities Ltd.
  • الهند - أحمد اباد
  • أشغل هذه الوظيفة منذ ديسمبر 2018

Managing all big HNI and Ultra HNI individuals and Corporate portfolios. Managing their liquidity and business requirements through offering various finance and investment products. Month in month acquiring new clients and corporates for the company. Having knowledge of entire banking, finance and investment products. Client servicing, client relationship management and client satisfaction is my key job role.

Senior Relationship Manager-Priority and International Banking في Standard Chartered
  • الهند - أحمد اباد
  • يناير 2017 إلى نوفمبر 2018

Handling Priority and International HNI client for the bank. Generating revenue through advising Wealth Product like Mutual fund, PMS, CInsurance and various corporate fd's. Also helping client for there financial needs and requirements like Business loan, mortgage loan, personal loan, credit care, home Loans etc.

Associate Account Director في L&T Capital Market(L&T Finance)
  • الهند - فادودارا
  • أبريل 2016 إلى ديسمبر 2016

Managing private banking ultra HNI customer. Generating revenue through advising various financial and wealth product like mutual funds, POrtfolio management services, Alternative Investment Products and also offered if ticket loans. Businesses loan, mortgage loan etc.

Relationship Manager Wealth في Icici Bank Ltd.
  • الهند - فادودارا
  • أبريل 2012 إلى مارس 2016

Handdling HNI Client Of Wealth Management Branch.Servicing them, revenue generating through cross sell like Mutual Fund, Insurance(life&general), Gold, Private Equity, Reality Fund, Forex Inword &Outward Remittence, Travel Card, Traveler Cheque, etc. &also looking asset prodcut like Home Loan, Mortgage Loan, Car Loan, Personal Loan, Looking Capital Loan, CC Loan, Bank Guarantee, Leather Of Credit, Business Loan etc.and also looking liability side opening Wealth Savings&Current Accounts also.

الخلفية التعليمية

بكالوريوس, Commerce
  • في RDVV Jabalpur Madhyapradesh India
  • أبريل 2001

Specialties & Skills

Customer Service
Relationship Management
Channel Sales Management
Client Servicing

اللغات

الانجليزية
متمرّس
الهندية
متمرّس

الهوايات

  • Playing musical instruments
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