Relationship Manager
ARME DMCC
Total years of experience :6 years, 3 Months
Managing the company's HNI client base and maintain a robust and vibrant business relationship
Prospecting and servicing High Net worth Clientele through regular monitoring of their portfolio risk
and return
Trading in major stock exchanges round the world
Extensive knowledge of the market dynamics and regular travel to meet assignments
Represent management for a business related meeting.
Promotion activities and cross selling of general insurance and Portfolio Management Services .
To perform activities of bullion desk, SM Dubai, DIFC (Regulated by DFSA) in accordance with the standards set from time to time
To provide price/quote to clients via active Scotia Mocatta centers located at Hong Kong,
London, New York and Toronto and trade back to back through Thomson Reuters Dealing as
per the time zone.
Provide market feedback and opinion to clients. Devise suitable means for delivering customer
related bullion products developed by Scotia Mocatta within the frameworks set by the statutory
authorities and guidelines laid down by the bank.
Worked with one of the leading Financial Services Company in Dubai, UAE, from 15th May 2008 to
31st Dec 2011, as Relationship Manager, for brand promotion and dealing in Global markets through
I.B (Interactive Brokers) and DGCX (Dubai Gold and commodities exchange) servicing customers
mainly HNI category and maintaining reliable and strong customer relation.
Won the best employee Award for business generation in 2008.
Was able to generate valuable HNI customers for the company with in a year’s time as a financial
advisor.
Was able to develop marketing strategies that significantly enhanced business growth for the division.
Was awarded “The best team player” across all divisions in the organization during 2009-2010
Developed and executed business development plans / business reviews.
Responsible for managing branch operations (in co-ordination with Branch Head) including broking, back office applications.
Conducting business analysis, product promotion, new business acquisition Trading & Demat account opening and cross selling financial products like mutual funds and life insurance.
Business development and refit of Bangalore IndiraNagar Branch.
Conducted awareness programs and education seminars in colleges.
Actively participated in promotion of IPO’s and NFO’s.
Was able to develop a network of clients through a team of sales professionals and financial consultants.
Improved participation of team members and implemented management initiatives.
Reduced lead time in solving client issues and improved service levels.
Successful in making the branch one among the top income generating branches in the region in co-ordination with Branch head working as a team generating record sales in mutual funds.
Trained other staff to provide high levels of customer service.
Master of Business Administration - 2005-2007 Department Of Commerce & Management Studies, University of Calicut