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Dharmendra Darji is listed as Premier Wealth Relationship Manager @ HSBC | Customer Relationship Management, Portfolio Management at HSBC, a with 192615 employees, based in Dubai, United Arab Emirates. AeroLeads shows a work email signal at nexusadvice.com and a matched LinkedIn profile for Dharmendra Darji.
Dharmendra Darji previously worked as Premier Wealth Relationship Manager at Hsbc and Insurance Specialist at Metlife Gulf. Dharmendra Darji holds Chartered Financial Analyst (Cfa), Finance & Capital Market from Icfai Foundation For Higher Education, Hyderabad.
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As a Premier Wealth Relationship Manager at HSBC, my expertise lies in maximizing client wealth and fostering sustainable relationships. With a proven track record in client portfolio growth and retention, my focus is on understanding client’s long-term needs and advising on tailored financial solutions.My role is to develop new relationships while deepening existing ones, ensuring clients receive comprehensive reviews and updates on their portfolio that align with their goals.
Listed skills include Equities, Capital Markets, and Investments.
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A career timeline built from the work history available for this profile.
United Arab Emirates
• Maximized profit and achieve growth of Premier client’s portfolio by developing existing and new relationships.• Built effective relationships with clients to retain and sustain long-term partnerships.• Conducted regular client reviews to understand their needs and advised on products and services to help them achieve their goals.
United Arab Emirates
• Coached and assisted ENBD Business Banking Relationship Managers in generating leads for Insurance and Investment solutions.• Advised clients on life insurance solutions based on client needs analysis.• Provided regular training to Relationship Managers to increase product awareness.• Engaged with existing customers to provide updates on their portfolio and have regular review.
Dubai, Uae
• Assisted Personal Banking Relationship Manager in generating prospective leads for insurance and investment solutions at Mashreq Bank in Dubai, UAE.• Developed profitable relationships with Salaried Professionals, Self-employed businessmen, and high net worth individuals through branch banking sales force.• Achieved assigned channel revenue targets through cross-selling wealth products and provided regular training to Relationship Managers on lead generation.
Dubai, Uae
• Managed financial advisory services for corporate and individual clients • Developed tailored insurance, savings, and investment solutions from international and domestic providers.
Mumabi
• Managing High Net-worth Individual (HNI) clients.• Recommend overall investment strategy to clients in consultation with in-house Research division• Rebalancing client portfolios considering their risk appetite, sector preferences • Regular interaction and communication to client on performance of the portfolio
Mumbai Area, India
• Conducted comprehensive research on equities and collaborated with clients to make informed investment decisions.• Monitored and adjusted portfolio holdings as needed to optimize performance and meet client goals.• Provided regular updates and communication to clients on portfolio performance and market trends.
Other employees you can reach at hsbc.com. View company contacts for 192615 employees →
Sharon Martin
Colleague at HsbcStockport, England, United Kingdom
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GP
Ganesh Pillai
Colleague at HsbcTemplestowe, Victoria, Australia
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JV
Jags Vallandas
Colleague at HsbcMumbai, Maharashtra, India
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WS
Wafaa Said Abdelkader
Colleague at HsbcCairo, Egypt
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AE
Aya Elsayed, Cams, Cgss
Colleague at HsbcCairo, Egypt
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YS
Yalavarthi Sai Shashank
Colleague at HsbcHyderabad, Telangana, India
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VR
Vimal R Nair
Colleague at HsbcBengaluru, Karnataka, India
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MS
Mohammed Sirajuddin
Colleague at HsbcHyderabad, Telangana, India
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EW
Emmy Wang
Colleague at HsbcTaiwan, Province Of China
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VQ
Victor Quiles
Colleague at HsbcGreater Paris Metropolitan Region, France
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Quick answers generated from the profile data available on this page.
Dharmendra Darji works for HSBC.
Dharmendra Darji is listed as Premier Wealth Relationship Manager @ HSBC | Customer Relationship Management, Portfolio Management at HSBC.
AeroLeads has found 1 work email signal at @nexusadvice.com for Dharmendra Darji at HSBC.
Dharmendra Darji is based in Dubai, United Arab Emirates while working with HSBC.
Dharmendra Darji has worked for Hsbc, Metlife Gulf, Mashreq Bank, Nexus Insurance Brokers Llc, and Icici Securities.
Dharmendra Darji's colleagues at HSBC include Sharon Martin, Ganesh Pillai, Jags Vallandas, Wafaa Said Abdelkader, and Aya Elsayed, Cams, Cgss.
You can use AeroLeads to view verified contact signals for Dharmendra Darji at HSBC, including work email, phone, and LinkedIn data when available.
Dharmendra Darji holds Chartered Financial Analyst (Cfa), Finance & Capital Market from Icfai Foundation For Higher Education, Hyderabad.
Dharmendra Darji is listed with skills including Equities, Capital Markets, and Investments.
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