Wealth Management Advisor
Mashreq Bank
Total years of experience :15 years, 4 Months
Wealth Insurance Advisory services
I was associated as Wealth Management and Insurance Advisor to Mashreq retail and Gold customers. My annaul revenue target was USD 3, 00, 000/- which is met with active lead generation through tagged portfolio team and self sourcing. The role also demands active client profiling including life cover goals, retirement planning and includes regular portfolio reviews to ascertain the health of the portfolio.
I was associated with HDFC Bank as Head - Relationship Banking directing a team of 6 HNI Relationship Managers who are assigned to the most nichè clients of the retail bank. The role requires driving aggressive sales and spearheading extensive service acumen. I was also managing my own client book within the bank and total annual sales target I was assigned to was USD 1.5 Millions, which was to be achieved through sales of various banking instruments such as CASA, TD, Mutual funds - Equity/Debt, Insurance - Life/ Non Life, Direct Equity, PMS, Private Equity, Structured Products, REIT Funds and various asset products such as Cash Credit, LC, BG, OD, Personal/Home/Business Loans, Cards and Forex. I have successfully handled the team earning many accolades in National platforms.
I have been associated with SCB for almost 5 years in various roles (Individual roles) which includes Relationship Manager -NR Business, Relationship Manager - Premium Banking and Portfolio Manager - SME Banking. I have managed to acquire sound knowledge of Investment and Insurance Advisory, Vanilla banking products such as CASA, TD, MF, Life/Non-Life Insurance including complex banking products such as Forward Contract, Private Equity Funds, Structured Product etc. I have also gained decent on job experience on CDD, AML, KYC and Sanction Guidelines from my stint with Standard Chartered Bank.
Team handling role - Managing a team of Sales officers and Branch service team for new sales business and portfolio services. Acquiring Non-resident client HUB company accounts, wealth management and sourcing complex FX and Insurance cum Investment products such as Forward Contract, MF, Private Equity, Structured Product Etc.
I have successfully completed 4 years full time graduation degree in B.E. Electrical.