Relationship Manager - Private Banking
HDFC BANK
Total des années d'expérience :9 years, 2 Mois
HDFC BANK, Dubai (Sep '10 - Present)
Relationship Manager - Private Banking (Reporting to Chief Representative Officer)
Key Deliverables:
• Identifying, acquiring, retaining and prospecting NRI high net worth individuals.
• Providing Complete wealth management solutions, accessing future needs and analysis of current investment.
• Responsible for marketing the funds from different asset management companies in Dubai.
• Managing the portfolio of high net worth clients and advising them on asset allocation, risk profile, financial needs analysis.
• Analyzing the financial capabilities of clients for providing them appropriate investment solutions, ensuring the solutions provided carry the minimum investment risk.
• Providing advisory services regarding the processes, procedures and strategies for securities, investments as well as positional trading ideas in stocks
• Stood among Top 3 Rm's in the region for the year 2013
• Mobilized the largest deposit for the year 2013
RAKBANK, Dubai (Jul '08 - Sep '10)
Relationship Manager - AlMomiaz (Reporting to Senior Manager - AlMomiaz)
Key Deliverables: • Responsible for acquisition of Affluent Clients, Institutions and Business Relationship
• Generating revenue through Investment Services products like Mutual Funds, Bonds, Sukuks, Offshore Investment products, Structured notes, Insurance
• Accountable for Incremental growth of Liability book
• Instrumental in Cross sell across products
• Managing investment portfolios for all customers
• Achieved growth in Liability book from AED 5 mio to AED 50 Mio
• Achieved YTD targets across products
HSBC, India (May '06 - Jul '08)
Relationship Manager - Powervantage (Reporting to Sales Manager - Powervantage)
Key Deliverables: • Successfully developed Client base
• Protected Bank's interest and ensured compliance to regulatory and internal guidelines
• Created product awareness amongst frontline staff
• Conducted weekly product presentations for Branch staff and Customers
• Developed PVA client base while increasing the wallet share of the customer with HSBC
• Acquired NTB clients, deepen relationships with existing PVA customers, sell investment and insurance products and managed cross sell of the bank's products to PVA customers
• Achieved Annual targets set for the Branch and managed number of PVA NTB accounts and upgrades
• Generated leads for HSBC Premier NTB Personal, Institutions and Business accounts
• Held responsible for Cross-sell insurance, investment, Mortgages and Personal Loan products to power vantage customers
• Migrated PVA customers to alternate delivery channels
• Stood among Top 3 Rm's in the Month of Jan 2008 and stood among top 3 Rm's in first quarter of 2008.
CITIBANK, India (May '05 - Apr '06)
Relationship Manager - Citiblue (Reporting to Branch Manager)
Key Deliverables: • Managed high net worth CitiGold Individual, Business Clients & CitiBlue Clients
• Developed, tracked and rebalanced personalized financial portfolio for clients based on their requirements and risk profile
• Responsible for achieving various fee and non-fee based revenue including sales of Mutual Fund, Insurance, Foreign Exchange products and CASA float
• Involved in Cross sell different Liability products like Multi-deposits, Globe Deposits, and Asset products like Credit cards Personal Loan, Home Loan, and Advance against Financial Assets
• Handled Liabilities section of Retail Banking and managed High Net worth Individuals & Retail Customers across different segments
• Supervised corporate relationship with Verizon Data services, Chennai and Retail clients across different segments
• Identified and upgraded existing customers who meet the preferred product criteria
• Achieved growth in the AUM's (Asset under Management) through active investment penetration
ICICI BANK, Bangalore - Internship Program
Investment Counsellor
Key Deliverables: • Analyzed different Distribution Channels in Mutual Funds
• Identified the existing channels through which the AMC (Asset Management Company) distributes the product
• Interacted with customers regarding the preference in a particular channel for making transactions
• Coordinated with the customers & distributors and identified the advantages and disadvantages of every channel of distribution
• Suggested methods to reduce the limitations of the existing and new distribution model
• Performed analysis on Saving and Investment Pattern for High Net worth Individuals (ICICI Ltd, Chennai)