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<pre>Array ( [var] => cut_url ) </pre> Resume for Kapil B. for Banker / Bank Teller / Banking in Dubai, United Arab Emirates. Search More Resumes for Banker / Bank Teller on #B6BLGIRS2

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Resume for Kapil B. for Banker / Bank Teller / Banking in Dubai, United Arab Emirates

Occupation: Banker / Bank Teller Industry: Banking
Country: United Arab Emirates City: Dubai
State: Dubai ZIP: 1531

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Certified 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

Mobile +


B.E. + PGDM Marketing Mgmt, Operations Mgmt  

Professional Profile

  • . yrs of experience in relationship management, business development, client servicing, portfolio management.
  • Develop and maintain a portfolio of important revenue generating client relationships ensuring that the overall department goals and business results are achieved.
  • Strong interpersonal and communication skills, excellent attitude towards teamwork and common goals achievement .

    Areas of Exposure & Expertise

  • Wealth Management
  • Investments
  • Portfolio Management
  • Business Development
  • Client servicing & Relationship Management

    Occupational Contour         

    Since Feb till today

    RAKBANK, Dubai As Client Relationship Manager Wealth Management 

    Company Profile:

    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.


  • Handling relationship 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 development.
  • 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
  • Generating revenue and maintaining liabilities book Value.
  • Acquiring high net worth individuals and managing portfolio
  • **Achieved % of annual targets in investments revenue 

    July – February

    HDFC Bank Ltd as Relationship Manager 

    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 and FINWARE.  

    Key Result Areas:

  • Dealing with all HNI clients of retail branch banking.
  • Enhancing the value of branch liability base.
  • Crossselling different services and products to walkin existing as well as new acquisition customers.
  • 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
  • Portfolio Management 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


    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 qualitative reports.
  • Manpower allocation 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  

    Projects Executed Academic

    Summer Internship

  • 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.

    Duration: months


    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 product categories.

    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

    Duration: months


    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 technology. 


    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 yrs 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.


    DOB: TH Apr

    Gender; Male

    Marital status: Married

    Visa status: Resident Visa Employment

    Possess a yr valid Driving Licence and own conveyance in Dubai, UAE 

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