Durga Pooja

Durga Pooja Email and Phone Number

#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
Durga Pooja's Location
India, India
About Durga Pooja

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.

Durga Pooja's Current Company Details

#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
Durga Pooja Work Experience Details
  • Freelance
    Product And Compliance
    Freelance Jan 2024 - Aug 2024
    Dubai, United Arab Emirates
  • New Age International Corporation
    Manager - Product Management & Compliance & Wealth Manager
    New Age International Corporation Nov 2020 - Dec 2023
    British 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
  • Union Insurance
    Investment Advisor & Compliance
    Union Insurance Feb 2019 - Oct 2020
    Dubai, 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
  • Seguro Private Wealth
    Wealth Manager
    Seguro Private Wealth Apr 2018 - Dec 2018
    Dubai, 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
  • Aditya Birla Group
    Business Development Manager
    Aditya Birla Group Jun 2017 - Mar 2018
    New 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
  • Karvy Private Wealth
    Senior Wealth Manager
    Karvy Private Wealth Dec 2015 - May 2017
    Delhi
    • 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
  • Icici Bank Ltd
    Deputy Manager
    Icici Bank Ltd Aug 2010 - Oct 2015
    Noida 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
  • Icici Bank
    Deputy Manager Band 2
    Icici Bank 2014 - 2015
  • Icici Bank
    Deputy Manager Band 1
    Icici Bank 2013 - 2014
  • Icici Bank
    Customer Service Manager
    Icici Bank 2010 - 2012

Durga Pooja Education Details

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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