Collaborating to bring synergies & to create better. # Stronger Together

 Operating as a Sales Assurance Unit coordinator for the country and northern gulf & Oman, making sure the required checks and controls are in place before processing the investment deals based on treating customer fairly policy. Providing required investment deals status and reporting the final revenue bookings for countries like Bahrain, Oman, Lebanon & Jordan.

Travelling to locations like Saudi Arabia & Kuwait to service the clients and hand hold the relationships.Sourcing new to bank client base and portfolio management.Providing solutions to the client based on the financial requirements.Acquiring market and product knowledge to enhance client satisfaction.

Wealth Management NRI Division - taking care of HNI wealth by advising correct investment ideas based on risk & return requirements. Increasing the AUMs and acquire NTB client

Financial planning for the new & existing clients.Assisting clients for evaluating their human life value for offering them adequate insurance protection.Building their portfolios with the best performing MFs as per their requirements. Area of Interests Financial analyst, Forecasting, Analyzing & Research, Portfolio management, Financial planning.