كابيل باتناغار, Assistant Vice President

كابيل باتناغار

Assistant Vice President

HDFC Bank Ltd

البلد
الإمارات العربية المتحدة - دبي
التعليم
ماجستير, Business Management
الخبرات
9 years, 7 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :9 years, 7 أشهر

Assistant Vice President في HDFC Bank Ltd
  • الإمارات العربية المتحدة - دبي
  • يوليو 2017 إلى أكتوبر 2018

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

Associate Director في Standard Chartered Bank
  • الإمارات العربية المتحدة - دبي
  • يوليو 2016 إلى يونيو 2017

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

Senior Relationship Manager في First Gulf Bank
  • الإمارات العربية المتحدة - دبي
  • يوليو 2011 إلى يوليو 2011

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.

Client Relationship Manager في RAKBANK
  • الإمارات العربية المتحدة
  • فبراير 2008 إلى يونيو 2011

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

Relationship Manager - Preferred Banking في HDFC Bank
  • الهند - دلهي
  • يوليو 2005 إلى فبراير 2008

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.

Assistant Concept Manager في LIFESTLYLE INTERNATIONAL PVT. LTD
  • الهند - دلهي
  • مايو 2004 إلى يونيو 2005

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.

الخلفية التعليمية

ماجستير, Business Management
  • في Amity Business School
  • أبريل 2004

Dual Specialization - Marketing Management & Operations Management

بكالوريوس, Instrumentation & Control
  • في Apeejay College of Engineering, Delhi
  • أبريل 2002

Bachelor in Engineering

Specialties & Skills

Consulting
Technology
Investment Advisory
Private Banking
Wealth Management
BANKING
Investment Advisory
Customer Relationship Management
Blockchain
CUSTOMER RELATIONS
Strategic Financial Planning
Private Banking
Private Wealth Management
FINTECH
Portfolio Management

حسابات مواقع التواصل الاجتماعي

الموقع الشخصي
الموقع الشخصي

لقد تم حذف الرابط بسبب انتهاكه لسياسة الموقع. يرجى التواصل مع قسم الدعم لمزيد من المعلومات.



اللغات

الهندية
اللغة الأم
الانجليزية
متمرّس

التدريب و الشهادات

International Certificate in Wealth Management - Level 3 - CISI, UK (الشهادة)
تاريخ الدورة:
November 2009
Blockchain Technologies : MIT - Sloan School of Management (الشهادة)
تاريخ الدورة:
December 2018

الهوايات

  • Continuous Learning and Upgrading skills
    I have completed several certifications on LinkedIn and through Coursera as well a IBM, Consensys on Blockchain Technologies, AI and Fintech. I have done some courses on SCRUM, Agile technologies, Business Analytics, Digital Transformation and Business Intelligence.