Sr Manager Investment
Arab Bank for investment and foreign trade
Total years of experience :16 years, 2 Months
Investment professional specialized in product development, launch, commercialization and takes pride in success journey in fin-tech era for the organization.
Strong background in project management, customer relations, fin-tech, regulatory and compliance in investment.
Key person to launch wealth management department in 2018 at Al Masraf. Generated AUM of $100M in 7 months. Experienced in handling customer and proprietary portfolio in equity, fixed income, structured product and multi asset funds management experience of AUM of AED 2 B
Investment professional specialized in product development, launch, commercialization and takes pride in success journey in fin-tech era for the organization.
Strong background in project management, customer relations, fin-tech, regulatory and compliance in investment.
Key person to launch wealth management department in 2018 at Al Masraf. Generated AUM of $100M in 7 months. Experienced in handling customer and proprietary portfolio in equity, fixed income, structured product and multi asset funds management experience of AUM of AED 2 B
Investment Product Development and management
Research and Analysis
Prop Book Trading
Training and marketing
Reporting and Budgeting
Corporate Banking
Wealth Management
Investment management
Prop Book Trading
Portfolio Management
Escrow Account Maintenance
Product Development
Islamic Banking
PPG, RFP, SCS,
Currently Employed: National Bank of Fujairah; Dubai; UAE
Current position: Sr Officer (Operations and Investments Jan 2012 to till date)
Key Areas: • Investment related product maintenance
• Investment related loan maintenance
• Handling Short term, Mid-term loans, Business loans and syndicate Loans
• Insurance tie-ups
• Investment related System up gradation and internet banking activities
• Wealth Management Customer service activities
• Handling Investment related legal cases along with legal team
Position: Product Research Associate (July 2008- Dec 2011)
Key areas: Product research (Equity, Debt, commodity, Interest rate and Structured Products) and portfolio analysis
• Periodic report preparation- Market report, Business report, Finance report etc
• Dealing with statistical and financial tools
• Assisting management in decision making, liaising with Risk and Legal to comply internal and external regulations
• Training of Sales and Operations personnel
• Maintaining relationship with Inter'nal and domestic institutional like Calyon-Paris, HSBC, Standard Chartered, Morgan Stanley-UK, RBS, J.P.Morgan, Merrill Lynch, Emirates-NBD.
Responsibilities: Product Research: • Fundamental and Technical analysis of capital market & investment products
• Monitor product performance and prepare report for product committee.
• Prepare periodic newsletter for clients and internal circulation containing relevant market information and summary of capital market recommendations.
• Preparation of formal document of investment for launch of new product.
• Monitor key market dynamics from Bloomberg, live access of news, product performance and monitoring market dynamics.
Portfolio Analysis: • Analyse existing client portfolios based on suggested asset allocation models and provide recommendations to the RM team on portfolio rebalance.
• Analyse and monitor the overall business AUM w.r.t asset classes, diversification and performance.
Product Development and relationship: • Assist Product manager by providing relevant research data, pricing data required to develop and structured product..• Provide relevant product information and analyse for sales and marketing training
• Training and Development: Induction training for new Joinees. Periodic product training on structured product, Equity related product, Debt Instrument, Risk Management, Current market updates.
ABN AMRO Bank N V. India
Position: Associate Manager- Products (Oct 2006- Jun 2008) Dept: Personal Banking
Responsibilities: Equities: • Setting up of ABN AMRO Asia Equities sales structure in Eastern India
• Educating sales personnel with Capital Market and derivative market dynamics
• Educating customer with share trade and investment.
• Advising client to take Hedge position during extreme market condition and against position of volatile share.
HNI Client Relationship: • Organising seminars for client education on spot and derivative trade.
• Resolving issues of internal and external clients.
• Interaction with premier customers.
Mutual Fund: • Preparation of FINAP (financial Need analysis) of client
• Preparation of portfolio according to client needs- adjusting Equity, Balanced and Debt fund in right proportion.
• Periodic review of clients' portfolios.
• Regular liaison with Fund house regarding fund performance and market conditions
• Research: Monitoring fund performance among peer fund in market and tax implication on fund return.
• Handling Sales MIS of the branch sales team.
Commodities: • Educating sales personnel with commodities future market at MCX and NCDEX
• Addressing customer seminars on commodity trade, commodities future trade, margin trade.
• Resolving customers' queries on price trend and factors determining the price of commodities in India.
Insurance: • Preparation of client portfolio including ULIP and term insurance plans to protect them against uncertainties. The insurance portfolio includes growth, balanced and debt fund as well as term plan.
INDIABULLS Securities Ltd, India
Position: - Investment advisor (April 06 -Oct 06)
Advisory: • Preparation of morning call, intra-day calls and delivery calls.
• Responsible for preparation of periodic market report and advisory report
• Maintaining relationship with clients on market update & risk management on investments
• Responsible for client meet and provide market update
• Advising trade and investment strategy for key clients
Risk handling and training: • Risk handling: Preparation of margin calls report & client communication for margin calls
• Recommend customers to square up position to minimize risk.
• Training of Sales team on Investment & Trade strategy in share trade.
• Addressing investor-training sessions on future and option trade strategy.
• Educating clients on online trade & associated risk
• Research on fundamental analysis and Technical analysis.
Qualification and Specialization - MBA / PGDIT, Symbiosis, Pune, India Intl. Trade and Finance - Masters in Economics India International Economics - Graduation (Honors) India Finance and Commerce - CBSE India Commerce - ICSE India General