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.