Greater Vancouver Metropolitan Area
I have rich experience in Private Banking across Wealth Advisory, Portfolio Management, Team Management , Business Development , Retail Banking Products and Client Servicing functions. I am well versed with investment fundamentals and have in-depth knowledge of the Indian and Global asset classes which help in building the base and boosts relationship growth with the clients.
I'm incredibly grateful for my time in this role and look forward to carrying the invaluable experiences into my next chapter as a Senior Personal Banker - Investment
Qualified for the Investment Caesar contest for 2011, one of the prestigious awards of the industry. Awarded with the World of winner award for 2011 as the best relationship manager. Consistently achieving the revenue targets that include Wealth and Retail banking products. Provide Wealth Management services to H.N.I clients
Established and maintained long term relationships with customers. Analyzed customer credit data and other related financial information in a timely manner. Maintaining the investment portfolio of the clients by providing them the advisory services. Responsible for acquiring new Citi-gold relationships deepen relationships of the existing clients Achieved the YTD targets in all the third-party products that include Insurance, MF and Alternate products.