Wealth Advisor
Emirates NBD Bank
Total des années d'expérience :17 years, 7 Mois
• Primary responsibility is to provide financial solutions to Retail Banking Clients.
• Responsible to generate revenue through investments and Bancassuarance products.
• Working closely with branch staff to identify and generate leads towards wealth management products.
• To proactively identify clients to increase penetration for wealth management products and increase the share of wallet through cross sell.
• Provided solutions to the customer by evaluating their financial needs, nurturing client relationships and meeting revenue targets.
• Developed and maintained positive and professional relationship with clients
• Ensure adherence to Banks policies, ethics and code of conduct.
Expat Group August 2012 - March 2015.
Assistant Manager Qatar, Kuwait.
Developing market by various activities and associating new partners for business, brand awareness by participating various exhibitions. Committed to quality performance with ability to research market and targeting the right product to the target audiences.
Reporting to Assistant Vice President.
• Generate revenue by selling land for retail and High Net Worth individuals.
• Develop a business plan for a given quarter and ensuring the implementation.
• Responsible for selling apartments, and generate prospects for various business verticals like Investment, Media.
• Analyzing individual portfolio and current investments to identify the right potential of client and then strategically positioning of company's product.
• Responsible for generating prospects by researching market, Planning and implementing various marketing activity like In-house events, and community events, venturing new business partner.
• Promote and sell different form of land like Agriculture, Non-Agriculture, and Residential Land.
• Responsible for maintaining existing relationship and addressing their queries and issues if any.
• Co-coordinating with service team and legal team to update and service the client needs.
• Create awareness by Promotional activities.
HDFC Bank Ltd. December 2011 - June 2012.
Preferred Relationship Manager Boat Club Road Br. Pune - India.
Manage base of Preferred Customer and generate maximum revenues by offering different products offered by bank.
Reporting to Branch Manager.
• Responsible to create new book from regular banking customer for preferred customer.
• Responsible for generating revenue through the investment products like MF, PMS, Bonds, and achieving targets for Insurance.
• Relationship development for better penetration of different product and liability growth by Term Deposit and NRI deposits.
• Increase liability by Promoting Forex business for the Group.
• Responsible to generate prospects by cross selling products like Home loans, Auto loans, Credit cards, and Gold coins.
• Responsible to acquire NTB and promote 3 in 1 Account for Preferred banking.
• Relationship building by servicing and timely updating client and resolving their issues.
• Identify customers and promote products like LAP and LAS.
HSBC Bank Ltd. August 2008 - October 2011.
Premier Wealth Manager UAE, Kingdom of Saudi Arabia and India.
Managing base of Premier customer and generate maximum revenue by analyzing the need of the customer and offering the same from basket of different products offered by bank.
Reporting to Vice President of the cluster.
Committed to quality performance with ability to research market and targeting the right audiences.
• Responsible for generating revenue through the investment in MF, PMS, Bonds, Gold ETF's and achieving targets for Insurance (Only Life)
• Relationship development for better penetration of different product and liability growth by Term Deposit (NRE/NRO), FCNR Deposit and SWAPS (Hedge FCNR)
• Responsible for achieving targets for Demat, PIS, and InvestDirect (Broking Platform) a/c.
• Acquiring New To Bank customers (HNI) for Premier Banking.
• Responsible for complete documentation for various accounts opening (PRM a/c, Demat, PIS, Broking a/c, WMS)
• Promote FOREX business for the Group.
• Identifying and providing end-to-end solutions for mortgages business (property selection to loan disbursement)
• Identifying customers for LAS Loan against securities & LAM Loan against Mutual funds.
• To help maintain the integrity & essence of the Premier brand.
• Ensuring that a superior level of ongoing service is provided to all the customers.
• Organizing events for relationship development and NTB prospects.
• Understanding customer need and accordingly pitch the product to generate maximum revenue for the bank.
• Ensured adherence to Banks policies, ethics and code of conduct.
Standard Chartered Holdings June 2007 - July 2008.
Sales Officer (SME Banking) Dubai, UAE.
To acquire NTB customers for current account by understanding the needs and requirements of the clients and accordingly catering those clients with the best suited product from different products offered by bank. Reporting to the Team Manger of SME Liabilities.
• Responsible for Acquiring New To Bank customers for company account.
• Responsible for getting the files approved till the account gets activated in its stipulated time.
• Continuous follow up with customer's to get the necessary TRB maintained.
• Responsible for cross selling various products offered by the bank i.e. Investments, Trade Finance, and various assets related products as Auto Loans, Personal Account, and Credit Cards etc.
• End to end follow up of services to surpass customer expectations.
• Developed and maintained positive and professional relationship with clients
• Ensured a prompt update of products offered by competitors.
Ampro Systems. July 2004 - June 2005 & February 2007 - April 2007.
Marketing Executive Pune, India.
Ampro is manufacturing SME for control panels and Instrumentation process.
Responsible for understanding the client business and setup with due intelligence and sell the appropriate solution to the client.
• Planning the strategy for the given quarter according to the target.
• Generating the database through internet, referrals, magazines, various other exhibitions, etc.
• Call the prospects, take appointments and pitch appropriate product (Targeting and Positioning of product)
• Highest revenue generated amongst the team for the given first quarter.
• Marketing and Promoting Product by doing promotional activity.
• Sent a daily & weekly report to the Sales Manager and Sales Director respectively.
• Co-ordinate with technical team for after sales service.