With 12+ years of experience in the banking and finance industry, I've honed my expertise in client relationship management, compliance, and product management across global markets. My career is marked by a steadfast commitment to enhancing customer retention, driving strategic investment decisions, and managing diverse investment portfolios with a keen eye on revenue growth and operational excellence.I excel in crafting bespoke investment solutions that meet the unique financial objectives of HNI, corporate, and retail clients, underpinned by a rigorous adherence to international standards and regulations. My approach is characterized by a strategic blend of analytical prowess and innovative thinking, aimed at delivering outstanding results and client satisfaction.Passionate about leveraging my global exposure to navigate complex financial landscapes, I'm committed to contributing to the strategic success of forward-thinking organizations by fostering robust client relationships and spearheading effective investment strategies.
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Product And ComplianceFreelance Jan 2024 - Aug 2024Dubai, United Arab Emirates
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Manager - Product Management & Compliance & Wealth ManagerNew Age International Corporation Nov 2020 - Dec 2023British Virgin Islands• Managed client portfolios and provided tailored investment advisory services• Oversaw a range of investment products, savings investments and customized structured notes• Facilitated smooth execution by coordinating with various providers.• Supported advisers with essential investment information tailored to client needs• Ensured compliance with transaction regulations and contributed to company revenue generation through partnerships
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Investment Advisor & ComplianceUnion Insurance Feb 2019 - Oct 2020Dubai, United Arab Emirates• Oversaw portfolios for HNI, Corporate, and Retail clients, providing customized investment advice• Managed total revenue generation for the team, ensuring precise reporting to upper management -
Wealth ManagerSeguro Private Wealth Apr 2018 - Dec 2018Dubai, United Arab Emirates• Managed client portfolios and streamlined new client onboarding• Provided customized investment advisory services• Reported total revenue figures to Multi Team Leader, driving team performance -
Business Development ManagerAditya Birla Group Jun 2017 - Mar 2018New Delhi Area, India• Managed Loans against Securities (LAS) portfolio, overseeing loan processing and administration• Facilitated client communications, inquiries for resolution• Maintained business records and revenue generation• Served as the primary liaison for banks, SMEs, and advisors for the LAS department -
Senior Wealth ManagerKarvy Private Wealth Dec 2015 - May 2017Delhi• Excelled in client acquisition, sourcing and onboarding new clients• Managed existing client portfolios with tailored advisory services• Achieved top rank status PAN India in AUM, October 2016 -
Deputy ManagerIcici Bank Ltd Aug 2010 - Oct 2015Noida Area, India• Managed walk-in inquiries (cash, savings, fixed deposits); Head Cash Teller and branch cash key custodian for 6 months• Led operations and complaint desk for wealth clients; key custodian of branch assets• Specialized in NRI client management and overseas resolutions; custodian of branch assets and NRI inventory -
Deputy Manager Band 2Icici Bank 2014 - 2015 -
Deputy Manager Band 1Icici Bank 2013 - 2014 -
Customer Service ManagerIcici Bank 2010 - 2012
Durga Pooja Education Details
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Manipal University BangaloreBanking, Corporate And Finance -
Information Technology
Frequently Asked Questions about Durga Pooja
What is Durga Pooja's role at the current company?
Durga Pooja's current role is #Opentowork Branch Banking l Finance | Client Relationships Establishment | Wealth Management | NBFC I Audit & Compliance | Investment Banking l Product Management l Team Management l Certified Yoga Instructor.
What schools did Durga Pooja attend?
Durga Pooja attended Manipal University Bangalore, Institute Of Engineering And Technology.
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Durga Pooja
Mainframe Developer || Cobol, Db2, Jcl, Zos, Vsam, Cics, Imsdb || Health Insurance Domain ||Hyderabad
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