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Sandeep Kapoor, Director private banking

Sandeep Kapoor

Director private banking ·EAM

Bahrain

Bachelor's degree, Commerce

Work experience

Total years of experience: 13 years, 3 months

Director private banking

December 2020 - Present

EAM

Manama, Bahrain

December 2020 - Present

Senior Private Banking and Wealth Management professional with 18 years of experience managing $700M+ AUM for UHNW and HNW clients across GCC, Southeast Asia, and APAC. Proven expertise in portfolio construction, discretionary and advisory mandates, client acquisition, and fee-based revenue growth. Strong background in cross-border wealth structuring, KYC/AML compliance, and regulatory frameworks including DFSA, QFCRA, and MAS. Experienced with CRM and core banking platforms including Salesforce, Finacle, and Temenos.
Company industry:
Financial Services
Job role:
Banking

manager

April 2019 - May 2020

mashreq bank

Dubai, United Arab Emirates

April 2019 - May 2020

Company industry:
Banking
Job role:
Banking

wealth manager

May 2017 - April 2019

adib

Dubai, United Arab Emirates

May 2017 - April 2019

Company industry:
Banking
Job role:
Banking

wealth manager

April 2016 - April 2017

Noor bank

Dubai, United Arab Emirates

April 2016 - April 2017

Company industry:
Banking
Job role:
Banking

Personal banker

January 2015 - June 2016

Mashreq bank

Dubai, United Arab Emirates

January 2015 - June 2016

Handing Gold customer portfolio
Highest achiever in banca- insurance cross sell for MetLife and Salama.
Business development and customer service .
Cross selling personal loans and cards
Customer relationship management
Wealth advisory and sales and service .
Handing cross sell personal loan and card portfolio customers
Won trips to Rome and Romania for selling highest insurance plans to NTB customers .
Company industry:
Banking
Job role:
Banking

Sales manager

June 2009 - June 2010

Standard chartered bank

Delhi, India

June 2009 - June 2010

sales and service
Company industry:
Banking
Job role:
Banking

Customer service officer

May 2006 - June 2007

Converges

Gurgaon, India

May 2006 - June 2007

Call center management
Customer service
Cross selling and sales
Company industry:
Banking
Job role:
Customer Service and Call Center

Education

University of Delhi

April 2006

April 2006

Bachelor's degree, Commerce

India

GPA (percentage): 70%

GPA (percentage): 70%

Skills

portfolio management

Expert

planning

Expert

problem solving

Expert

Accounting

Expert

Oracle General Ledger

Expert

Payroll

Reconciliation

Auditing

Expert

Accounts Payable

Expert

Account Reconciliation

Expert

Tally

Expert

Accounts Receivable

Expert

Monthly Closing

Expert

customer relationship management

Expert

IAS39

Expert

IFRS 9

Expert

GAAP

Expert

Languages

English

Expert

Hindi

Expert