Anil Uttamchandani

Successfully started investment advisory practice in the region with responsibility of defining the offering, recruiting and mentoring team of senior advisors, working with various stakeholders for managing the successful launch of the portfolio counseling service.

Key Responsibilities:

• Provide thought leadership for investment advisory and new product initiatives
• Implementation, launch and drive usage of technology tools (Project lead for CRM, WM on iPad and other WM technology tools)
• Implement investment research framework
• Represent wealth management in various forums and interact with counterparts in other geographies to develop and implement best practices
• Implement model portfolio philosophy - drive usage, construction and performance monitoring
• Selectively conduct portfolio review sessions for UHNW customers.
• Mentor and lead advisory team.
• Drive KPIs like NPS, Penetration, Profiling and Diversification through the sales network by working closely with sales management

Lead the portfolio counseling unit with a focus on providing a unbiased advisory service to UHNW customers with a focus on portfolio management, construction and on-going review.

• Lead a team of highly skilled investment specialists across the country,
• Manage investment research function to create and drive views across asset classes, create investment strategies, publish house-views for circulation to customers, run model portfolios and propagate the use of advisory tools.

Pioneered the Portfolio Counselor role in India and helped crystallize the specialized offering for Citigold Private Client segment (Ultra HNW). Extensively involved in collaborating with clients to
assess individual financial goals and develop strategic financial planning solutions.

Served as a key team member in the wealth management division. Established strong relationships with high net worth clientele for offering private banking services. Responsible for sales of complete
suite of investment products including Mutual Funds, Portfolio Management Services, Private Equity Funds, Real Estate Funds, Stock Broking and Insurance.

Pioneered the alliances concept with an objective to forge strategic partnerships with banks and
financial institutions. Played a key role in setting up alternate channels (offline as well as online) for
all broking and investment products. Involved extensively in leading various internal divisions
(product, technology, operations, customer service and branding) to collaborate and launch products
for alliance partners.

Responsible for forging and managing strategic alliances with large Indian Banks to offer a white-
labeled online solution to power cross border money transfers. Worked closely with partner banks to
train frontline staff on the product and to design and implement marketing campaigns to launch the
product in the marketplace.

Responsible for strategic planning, business development and maintaining relationships with key
clients and potential business partners. Instrumental in drafting a business plan for initiating new
business projects in insurance and portfolio management.

Served as a key team member in the consulting team. Worked on various projects with exposure across industry sectors including BFSI, manufacturing, FMCG and ICE. Significant clients worked
on include Syndicate Bank