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Balaji D Email & Phone Number

Location: Singapore, Singapore, Singapore 5 work roles 2 schools
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Role
Executive Director
Location
Singapore, Singapore, Singapore
Company size

Who is Balaji D? Overview

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Quick answer

Balaji D is listed as Executive Director at Bank of Singapore, Asia's Global Private Bank, a company with 2597 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Balaji D.

Balaji D previously worked as Executive Director at Ca Indosuez (Switzerland) Sa and Director at Abn Amro Bank N.V.. Balaji D holds Pgdm, Business Administration And Management, General from T A Pai Management Institute.

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Email format at Bank of Singapore, Asia's Global Private Bank

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Bank of Singapore, Asia's Global Private Bank

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Profile bio

About Balaji D

Working in the banking and financial services industry since 1999. Handled Operations, Service and Sales in Cards, Fund transfer, Banking and Wealth management. Started handling Client Wealth and Relationships since 2008.Specialized in advising on asset allocation and suitable products which includes credit, currencies & treasury products, equities, mutual funds, commodities. Also specialized in advising estate planning structures like PICs, Trusts and Whole Life Insurance Plans. Primary responsibilities include acquiring New HNI Relationships, Sales Revenue, Portfolio Reviews, KYC Reviews, relationship building with clients.High level of focus in customer service. Consistent in achieiving highest score for customer satisifaction survey. Happy set of clients and ability to handle clients needs are major sources of motivation

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Balaji D's current company

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Bank of Singapore, Asia's Global Private Bank
Bank Of Singapore, Asia'S Global Private Bank
Executive Director
Singapore
Employees
2597
AeroLeads page
5 roles · 27 years

Balaji D work experience

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Executive Director

Current

Singapore

Managing wealth of HNIs in Asia, primarily in Indonesia and Singapore. Specialized in advising on asset allocation and suitable products which includes credit, currencies & treasury products, equities, mutual funds, commodities and Discretionary Portofolio Management. Also in advising estate planning structures like PICs, Trusts and Whole Life Insurance.

Aug 2016 - Present

Director

Managing wealth of HNIs in Asia, primarily in Indonesia and Singapore. Specialized in advising on asset allocation and suitable products which includes credit, currencies & treasury products, equities, mutual funds, commodities. Also in advising estate planning structures like PICs, Trusts and Whole Life Insurance Plans. Primary responsibilities include.

May 2013 - Jul 2016

Director

Headed the Operations and Service function from 2003 till 2008. Since 2008, moved into Sales function in wealth management for Non-Resident Indian clients based in Indonesia and Singapore. Market in Indonesia spreads across Jakarta, Surabaya and Semarang. Current AUM is USD 100 Mio. Consistent in acquisition of new-to-bank clients, revenue production and.

Jun 2003 - May 2013

Manager

Eserve International

eServe Internationationl was a Citigroup subsidiary

1999 - 2003 ~4 yrs
Team & coworkers

Colleagues at Bank of Singapore, Asia's Global Private Bank

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2 education records

Balaji D education

Pgdm, Business Administration And Management, General

T A Pai Management Institute
FAQ

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What company does Balaji D work for?

Balaji D works for Bank of Singapore, Asia's Global Private Bank.

What is Balaji D's role at Bank of Singapore, Asia's Global Private Bank?

Balaji D is listed as Executive Director at Bank of Singapore, Asia's Global Private Bank.

Where is Balaji D based?

Balaji D is based in Singapore, Singapore, Singapore while working with Bank of Singapore, Asia's Global Private Bank.

What companies has Balaji D worked for?

Balaji D has worked for Bank Of Singapore, Asia'S Global Private Bank, Ca Indosuez (Switzerland) Sa, Abn Amro Bank N.V., Citibank Singapore Limited, and Eserve International.

Who are Balaji D's colleagues at Bank of Singapore, Asia's Global Private Bank?

Balaji D's colleagues at Bank of Singapore, Asia's Global Private Bank include Nurul Hazirah, Alfredo "Maitre" Tungolh Jr, Nilesh Gelani,Cams, Viola Tang, and Mei O.

How can I contact Balaji D?

You can use AeroLeads to view verified contact signals for Balaji D at Bank of Singapore, Asia's Global Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Balaji D attend?

Balaji D holds Pgdm, Business Administration And Management, General from T A Pai Management Institute.

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