Wealth Management Sales and Business Development Manager, with broad experience in all aspects of Investments like Structured Notes,Bespoke Products,Hedge Funds,Offshore investments,Unit trusts and Collective Investment Schemes,Bonds,Real Estate-Mortgages/REIT funds,PMS and Bancassurance products alongside Lending on portfolios. With majority experience in Retail Banking on the Liability side of the Product offering.
MUSIC/ ADVENTURE SPORTS/ GOURMET COOKING
Feb 2007 - Mar 2009
SR. AVP - NRI WEALTH MANAGEMENT ( DUBAI )
Handled wealth management portfolio worth USD 60 million as AUM, while operating as Sr. AVP - NRI Wealth Management Services in Dubai region, since February 2007. Pilot Team Member of a new initiative for the bank in the Middle East markets, to establish services rendered by the department. I am primarily involved in promoting wealth management solutions and financial planning services, for existing and newly acquired HNW clientele within the NRI segment. Targets include increasing revenue generation for the organization, by offering various products and services. Significant contributor towards business development over the past, by managing and over achieving targets by servicing clients spread across Dubai, Sharjah and Abu Dhabi. Certification acquired for selling both Offshore and Onshore Wealth Management solutions. This list includes Regular Investment Plans / Structured Products & notes / Portfolio Management Services / REITS / Deposits and Swaps / Mutual Funds and hedge funds through (Old Mutual/Friends Provident/Zurich) etc. alongside local Islamic Banking Products etc. During this stint I have gathered substantial experience in lending and other credit facilities.
Achievement: Under a joined up initiative for the Bank to increase revenues for Jebel Ali Branch, ranging from individual customers to small and medium corporate entities, I have been instrumental in attaining a 130% growth over existing revenue generation from the segment, with a reporting team of 5 junior Acquisition RM s.
May 2004 - Jan 2007
Relationship Manager - PRIORITY BANKING
Standard Chartered Bank
Responsibilities included Portfolio/ Wealth Management of around 250 + HNI’ s and other potential clients out of the Regional Central Business Cluster based out of 19 N S Road Branch, Kolkata, focusing on their Investments and Balance Growth of their funds. Operated as a liaison person on behalf of the bank to clients, whose diverse banking requirements are met through internal coordination with other relevant departments, viz. Trade / Forex / Treasury / Assets and Liabilities. Received Awards for the Best Sales Performer in Insurance / Mutual Funds in the Month of March 2005 / January 2006, and consequently was promoted to handle the largest Priority Banking Portfolio of the Region. Recorded highest ever sales nos. in the region, both for Insurance premiums collected and investments in mutual funds/portfolio management services.
Featured amongst the Top 10 Relationship Managers in the country on account of sales revenue generation.
Aug 2002 - Apr 2004
HUTCHISON TELECOM EAST LIMITED
Worked with this market leader organization in the Corporate Sales Team, perating under the brand name Hutch, based in Kolkata (India). KRA included servicing a strong client base of 40 top notch corporate relationships. I had also been given due responsibilities for handling National accounts, and supervise a team of 4 executives.
Constant target achiever, since joining this profile, and Awarded Best Sales Performer in the team, thrice during this tenure.
Jun 1998 - Mar 2000
ITC International TravelHouse
Aug 2002 - Present
MDP IN BRAND MANAGEMENT
Aug 2002 - Jul 2006
MDP IN BRAND MANAGEMENT & DERIVATIEVES / OPTIONS
2000 - 2002
Amity Business School
“Best All Round Performer of MBA” Batch of 2000/02 at Amity Business School, Noida. Specializations: Marketing & Entrepreneurship
CGPA - 7.4 / 10