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Rohit Dwivedi, Wealth Manager

Rohit Dwivedi

Wealth Manager

Globaleye

Location
India - Delhi
Education
Master's degree, MBA
Experience
7 years, 8 Months

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Work Experience

Total years of experience :7 years, 8 Months

Wealth Manager at Globaleye
  • United Arab Emirates - Dubai
  • June 2021 to October 2021
Associate Partner at St James's Place for Wealth Management
  • Singapore
  • January 2020 to May 2021

Team Lead, Training, Acquisition, Financial Planning (HNIs)

Relationship Manager at Icici Bank
  • United Arab Emirates - Dubai
  • July 2019 to December 2019

Taking care of NRI business
Client Acquisition
Retention
Investment
Financial Planning

Senior Sales Specialist at RAK BANK
  • United Arab Emirates - Dubai
  • October 2015 to June 2019

Acquisition of HNI and sale retail products and investment (Loans, Cards, Insurance etc..)

Assistant Manager Sales at Ing Vysya Bank
  • India - Delhi
  • March 2014 to October 2015

Education

Master's degree, MBA
  • at Gautam Buddha University
  • December 2013

MBA (Marketing+Finance)

Bachelor's degree, BBA
  • at Innovative Institute of Education & Technology
  • January 2011

• BBA from Innovative Institute of Education & Technology, with 61.36%- 2011

High school or equivalent, 12th
  • at Swami Vivekanand Inter College
  • January 2008

• 12TH from Swami Vivekanand Inter College, with 60% - 2008

High school or equivalent, 10th
  • at Swami Vivekanand Inter College
  • January 2006

• 10th from Swami Vivekanand Inter College, with 61%- 2006

Specialties & Skills

Branding Development
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Marketing Research
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Sales
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Customer Interactions
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Marketing
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CUSTOMER SERVICE
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LEADERSHIP SKILLS
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MARKETING
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TRADING
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Portfolio Services
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Wealth Management
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SALES TARGETS
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Social Profiles

Personal Website
Personal Website
sjpp.asia/rohitdwivedi/

Languages

English
Expert

Memberships

National Entrepreneurship Network
  • a mission to create and support high-growth entrepreneurs, driving job-creation and economic growth
  • September 2012

Training and Certifications

Wealth Management (Certificate)
Date Attended:
April 2018
Certified Mutual Fund Distributor (Certificate)
Date Attended:
October 2019
Valid Until:
October 2022
Understanding of Financial Market (Certificate)
Date Attended:
November 2018
Total Quality Management (Training)
Training Institute:
National Small Industries Corporation
Date Attended:
May 2012

Hobbies

  • Travelling and Photography