Assistant Vice President
HDFC Bank Ltd
Total years of experience :9 years, 7 Months
Managed Africa, MENA, Europe and Asia based NRI client portfolios in Offshore
funds, Bonds and Structure Notes, PE funds in India through Mauritius Feeder fund.
Offshore Banking through Bahrain
Priority Banking
Managed Investment portfolio of multinational HNW individuals. Portfolio consist of
Structured notes, Mutual Funds, Fixed income securities such as Bonds, Undated
Notes, and Deposits
Wealth Management
Received EMPLOYEE OF THE YEAR - 2012 award from CEO of the Bank
I have been a consistent performer in First Gulf Bank overachieving revenue targets
as well as expanding my HNI AUM. Managing assets for Individuals as well as few
key corporate entities. Also, managed Investments for few prominent families of
UAE. Dealing with an array of Equity and Fixed Income Products. To a large extent,
the exposure is primarily towards the Fixed Income securities such as Bonds and
Structured Notes with underlying varying from commodities to indices, Range
Bound Forex rates as well as LIBOR.
Wealth Management
Wealth Management as Client Relationship Management since Feb 08. My profile is
similar to one mentioned below, wherein i have a portfolio of clients managing
approximately 100 HNI relationship with a Liability book size of AED 95 Mio. I have
to advise my clients on portfolio management as i carry targets for revenue
generation through selling of investment products viz MCA, MSA, ( Royal Skandia),
Vista, Future, Global Choice (Zurich) and Friends Provident (Premier and Premier
Ultra), Open ended Mutual Funds, Bonds, Structured Notes as well as General and
I was working as Relationship Manager in Preferred Banking, handling a
portfolio of over USD 20 Million in one of the biggest branch in New Delhi, India.
My KRA was handling HNI Investments in Mutual funds, insurance, structured
products, PMS apart from retail banking core operations viz. cash management,
forex, Trade-finance, customer service and complaint resolution. I had been on
several profiles of core operations before moving to wealth management and
investments. I have Hands-on experience on FLEXICUBE and FINWARE.
Key Result Areas:
Being Responsible for overall sales planning and implementation.
Analysing Targets on a daily/weekly basis, achievements and plan of action for
short fall.
Stock management, Product analysis-department wise /brand wise and feedback
on quantitative and qualitative reports.
Manpower allocation and profitability analysis of each category & Brand.
Maintaining high standard of store visual merchandising and window displays,
developing customer service skills in each department.
Staff appraisal and feedback on weakness and areas of improvement.
Vendor management and new supplier selection.
Dual Specialization - Marketing Management & Operations Management
Bachelor in Engineering
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