Mashreq Gold Relationship Manager
Mashreq
Total years of experience :12 years, 2 Months
Managing Portfolio of HNW clients with personalized service to develop close relationships achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. Enhancing Mashreq Gold Balance sheet sales/ revenues and promoting cross selling of bank products to all existing clients. Sourcing new business from HNW individuals through referrals, marketing activities and personal contacts. Ensuring clients are aware of all financial services offered by the bank. Reaching financial goals set for the role by the business as per annual and monthly financial targets, including cross sell and up-sell of products to customers, to existing and new to bank customers.
Managing relationships of a portfolio of INR 10million & above, advising on the same in line with their financial objectives. Focus on existing client relationships, new client acquisition and achieving the defined sales targets.
Product offering includes Units Trusts, Offshore Investments, Equity trading, leveraged banking products and the wide array of products. Managing Portfolios actively and advising changes in line with a recommendation from Research Team.
Key Responsibilities: Relationship Management, Portfolio Management, deepening the relationship and acquisition of new clientele, active advisory on the existing portfolio.
Responsible for acquisition of Clients. Revenue generation through the sale of investment products.
The product suite includes advisory services on Unit trusts, Bonds, Equity trading, Portfolio Management Services, Private Equity, Real Estate based Solutions, Structured Products, and Offshore Investments. Advising customer on stock portfolios and recommending new stocks basis research advisory.
Represented MOSL on IRDA Panel as Corporate Insurance Executive (CIE) for Life as well General Insurance.
Key Responsibilities: Relationship Management, Portfolio Management, Acquisition and Management of New clientele.
Responsible for helping HSBC Premier Customers in their financial planning requirement and suggesting them various investment instruments through which they can achieve their goals in terms of personal finances.
Represented HSBC as Corporate Agent on IRDA Panel, as Corporate Insurance Executive (CIE).
Key Responsibilities: Relationship Management, Portfolio Management, Financial Planning.
Responsible involves acquisition of affluent customers, helping them in managing their funds through their deployment in various investment avenues like Mutual Funds, insurance products, Fixed Deposits, etc.
Key Responsibilities: Responsible for acquisition of company payroll accounts, sourcing of new clients.
CISI Level 3 (ICWIM) Client asset management, advisory and investment analysis from a global perspective.
Executive Program for Young Managers(EPYP), a satellite programme for Young Professionals, who wish to upgrade themselves, while working. Dual Specialisation. Majors: Finance and Marketing.
Certified Associate Indian Institute of Banking(CAIIB), is a comprehensive course from Indian Institute of Banking and Finance, designed for Bankers. Subjects covering Risk Management, Financial Management, and General Bank Management.
Bachelor's Degree in Commerce from K.C. College, affiliated to Mumbai University