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in International Certificate in Wealth Management, Securities &
Investment Institute, London, UK.
Certified Advisor for Association
of Mutual funds of India AMFI.
Wealth Management RM, Dubai
B.E. + PGDM Marketing Mgmt,
. yrs of experience
in relationship management, business development, client servicing,
Develop and maintain
a portfolio of important revenue generating client relationships ensuring
that the overall department goals and business results are achieved.
and communication skills, excellent attitude towards teamwork and common
goals achievement .
Areas of Exposure & Expertise
Client servicing &
Since Feb till
As Client Relationship Manager Wealth Management
RAKBANK, the trading name of the
National Bank of Ras AlKhaimah, is a public joint stock company, headquartered
in the emirate of Ras AlKhaimah, in the UAE. The Head Office of the
bank is situated in Ras AlKhaimah. The bank is .% owned by the
Government of Ras AlKhaimah and the shares are publicly traded. The
bank is engaged in providing retail and corporate banking services through
a network of twenty seven branches in the United Arab Emirates, but all
the transactions are handled on a strictly commercial basis.
Key Result Areas:
WEALTH MANAGEMENT & INVESTMENTS
of customers with an account size of ,, AED
Deliver a high level
of personalized, attentive service that clients perceive as outstanding.
Establish and maintain
mutually beneficial business relationships that will enhance business
Demonstrate the ability
to build and maintain a private client base through analyzing needs
and proactively implementing/monitoring solutions to meet needs.
Work within the existing
audit, compliance, and regulatory framework in order to ensure a high
quality, compliant portfolio of client relationships.
Handling offshore clients
as an Offshore Relationship Manager
and maintaining liabilities book Value.
Acquiring high net
worth individuals and managing portfolio
% of annual targets in investments revenue
July – February
HDFC Bank Ltd as
I was working as Relationship
Manager in Preferred Banking, handling a portfolio of over USD
Million in one of the biggest branch in New Delhi, India. My KRA was
handling HNI Investments in Mutual funds, insurance, structured products
,PMS apart from retail banking core operations viz. cash management,
forex, Tradefinance, customer service and complaint resolution. I had
been on several profiles of core operations before moving to wealth
management and investments. I have Handson experience on FLEXICUBE
Key Result Areas:
Dealing with all HNI
clients of retail branch banking.
Enhancing the value
of branch liability base.
services and products to walkin existing as well as new acquisition
All liability Products
– different variants of CASA based on individual requirement Credit
Cards, MIS preparation and budgeting.
Achieve income targets
in all TPP products viz. Mutual funds , Insurance life & General
Foreign Exchange services.
Providing remittance servicesTT & DD, TCs, FCY cash, forex cards
and FCNR deposits and NRE/NRO deposits.
Term deposits – high
value retail as well as corporate deposits
Business Banking solutions,
Working Capital, Term loans, Limits
Asset products Auto
& Twoheeler loans, Housing Loans
and wealth management. Based upon clients requirement and their investment
appetite, diversify their investment.
Reconciliation of reports
and data from MIS prepared through FINWARE and HOST modules.
May – June
PVT. LTD. Asst. Concept Manager
Key Result Areas:
Being Responsible for
overall sales planning and implementation.
Analysing Targets on
a daily/weekly basis, achievements and plan of action for short fall.
Stock management, Product
analysisdepartment wise /brand wise and feedback on quantitative and
and profitability analysis of each category & Brand.
Maintaining high standard
of store visual merchandising and window displays, developing customer
service skills in each department.
Staff appraisal and
feed back on weakness and areas of improvement.
Vendor management and
new supplier selection.
MBA Mkt & Ops
Amity Business School, Delhi
B.E. Instr.& Control
Apeejay College of Engineering, Delhi
Company: LG ELECTRONICS
Title: . To find out the market
share of LG in five different product categories.
. To find out
the highest selling model of all brands in each category.
The project is based on the market
survey of electronic goods of all the leading brands. The objective
of the survey was to find out the market share of LG in five different
A. CTV B. Washing Machine
semi and fully automatic
C. Refrigerator Direct
and Frostfree D. AC . Microwave.
. Company: NTPC, Faridabad
Title: Study of Automation System
TELEPERM XP of Gas Turbine
Title: ISO Certification
and documentation of SOP for different functions in Amity Business School.
This also included various case study and projects on Kaizen. S, Six
Sigma, TPM, TQM, Service Excellence, Quality initiatives, ERPBusiness
Title: Pester Power: Consumer
Behaviour of PreTeens to the Products
Brief: This dissertation
aims at analysing and studying thoroughly the consumer behaviour pattern
of the most influential member in the purchase of any product. i.e.
Pre Teens. the methodology included the close observation of this
group's buying behaviour and its influence on other purchases. This
pre teen group is divided into three segment for the study: yrs
Member of Instrumentation
System & Automation Society, USA.
Was a coordinator in
the annual management fest TRENDS'.
Coordinated in the
all India event ACCUMEN' by Business Today.
Made a paper presentation
on Fieldbus Technology during Graduation.
Visa status: Resident
Possess a yr
valid Driving Licence and own conveyance in Dubai, UAE