Gaurav Gaba ,Cfp®, Pfp® Email and Phone Number
Gaurav Gaba ,Cfp®, Pfp® work email
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Gaurav Gaba ,Cfp®, Pfp® personal email
Highly accomplished and result driven Private Banker, Relationship Manager,Financial Planner, Financial Advisor with over 14 years of experience in Financial Industry in multiple countries.Key Skills: Asset Allocation, Investment Management, Financial Planning, Investment Advisory , Portfolio Management, Lending , Client Retention and Expansion, Relationship Management, Financial Advise. Hands-on entrepreneurial experience to setup and launch a retail business (International cosmetics brand) from scratch in India, I also got a hands-on experience in creating and devising strategies in setting up the complete business model including negotiations, operational strategy, wealth and fund allocation and implementation strategy for a successful kick-start of the organizational operations.
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Financial PlannerRbc Jul 2022 - Present -
Senior Financial AdvisorCibc Jan 2021 - Jul 2022CIBC Imperial Service -
Financial AdvisorCibc Oct 2018 - Jan 2021Etobicoke, Ontario, CanadaCIBC Imperial Service
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Avp - Private BankingHdfc Bank Jan 2017 - May 2018Dubai• Manage Clients with Proven Net worth of $1MM and above. • Evaluate client’s personal & investment needs and recommend a customized investment policy statement, asset allocation, investment portfolio and financial plan. • Responsible for a large portfolio and helping clients plan for today’s needs and tomorrow’s goals• Identify new business opportunities within existing book of business and develop proposals for new prospects• Enforce regulatory/audit and compliance administration rules across the account base • Provide multi product banking solutions like Mutual Funds, Bonds, SBLC discounting, Leveraged Investments, Structured Notes, FX Trades to the clients.Achievements• Part of Top 10 contributing Private Bankers with Investment AUM of $38MM• Total AUM of $92MM with $54MM in deposits.• Delivered $934,000 of annual revenue for FY 2017-2018.• Awarded by Goldman Sachs Middle East for highest contribution to their fund -
Senior Citigold Wealth ManagerCiti Jan 2015 - Dec 2016United Arab Emirates• Assume full responsibility for managing investment needs of UHNW Clients while continuously identifying, specifying and reconfirming investor objectives.• Proactively engage with new and existing clients to make lasting connections and provide comprehensive financial advice• Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships.Achievements• Highest number of referrals for offshore investment accounts opened with highest amount of Net New Money.• 15 funded Citigold accounts acquired in 2015 and 10 funded CG accounts acquired in 2016.• 110% of Threshold achievement for 2015 and 123% for Q1 2016, 160% in Q2 and 145% in Q3 2016. -
Managing DirectorBelle Vous Pvt. Ltd. Dec 2012 - Dec 2014New DelhiNegotiated the terms of trade, pricing and business model to be implemented with Australia’s leading cosmetics brand “NATIO’ and signed an exclusive distribution agreement for India and 7 other countries granting sole rights to Belle Vous’. Deciding on entry level strategy for the brand in the Indian Market. To achieve store setup targets and open more doors for the brand “NATIO” in Indian market. To search, qualify and recruit franchisee at terms most favorable to the company. To apply, liaise and get the required legal approvals and licenses to conduct the business in India.Achievements:• Devised and implemented entry level strategy for the brand in India.• Formulated the fund raising and fund allocation strategy for the organization. • Selected and finalized the most appropriate locations to open Exclusive boutique outlets.• Spokesperson for the Brand in India and one point contact for Media and PR queries.• Successfully implemented the operational strategy by Setting up and operating 11 outlets for the brand across India in a record time of 10 months.
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Senior Citigold Wealth ManagerCiti Sep 2007 - Dec 2012BahrainResponsible for creating, providing and managing investment and banking needs of HNI Clients in Bahrain, Saudi Arabia and Qatar of the given book of clients and prospecting new clients through reference generation and networking. To achieve revenue targets while following various regulatory rules of engagement in non-presence countries. Keeping up with the changes in the financial markets and products to ensure, the client gets the right product at the right price and at the right time. Advising clients on asset allocation after a financial planning exercise and helping them balance their portfolio in asset classes like Fixed Income, Money Market, FX products, Equities, Structured Products, Currencies and Insurance towards maximizing returns to clients.Achievements :• Highest percentage over achievement of SOP in category in the location for 2012.• Highest percentage over achievement of SOP in category in the location for 2011.• Certificate of appreciation (2010) for significant contribution towards RISP MF Product line. • Awarded the Most Valuable Performer (2009) in G1 category for overachieving insurance targets.• Qualified for Quantum of Sales contest (2009)
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Management TraineeKotak Mahindra Bank May 2006 - Sep 2007New Delhi Area, India• Developed clear understanding of all investment products and other aspects of banking operations. • Significantly contributed towards branch profitability by regularly meeting sales targets and met all Key Performance Indicators (KPI’s)
Gaurav Gaba ,Cfp®, Pfp® Skills
Gaurav Gaba ,Cfp®, Pfp® Education Details
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Canadian Securities InstituteWealth Management Essentials (Wme) -
Canadian Securities Institute93.5%
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Marketing -
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Frequently Asked Questions about Gaurav Gaba ,Cfp®, Pfp®
What company does Gaurav Gaba ,Cfp®, Pfp® work for?
Gaurav Gaba ,Cfp®, Pfp® works for Rbc
What is Gaurav Gaba ,Cfp®, Pfp®'s role at the current company?
Gaurav Gaba ,Cfp®, Pfp®'s current role is Financial Planner, RBC Financial Planning.
What is Gaurav Gaba ,Cfp®, Pfp®'s email address?
Gaurav Gaba ,Cfp®, Pfp®'s email address is ga****@****oup.com
What schools did Gaurav Gaba ,Cfp®, Pfp® attend?
Gaurav Gaba ,Cfp®, Pfp® attended Canadian Securities Institute, Canadian Securities Institute, Symbiosis International University, University Of Delhi.
What are some of Gaurav Gaba ,Cfp®, Pfp®'s interests?
Gaurav Gaba ,Cfp®, Pfp® has interest in Portfolio Management, Product Development, Relationship Management, Investment Advisory, Strategy Development, Wealth Management.
What skills is Gaurav Gaba ,Cfp®, Pfp® known for?
Gaurav Gaba ,Cfp®, Pfp® has skills like Marketing, Sales Management, Sales Operations, Strategic Planning, Operations Management, Team Leadership, Cross Functional Team Leadership, Strategic Partnerships, Contract Negotiation, Project Management, Team Management, Distributed Team Management.
Who are Gaurav Gaba ,Cfp®, Pfp®'s colleagues?
Gaurav Gaba ,Cfp®, Pfp®'s colleagues are Donna Dagher, Mark Issakov, Samuel Bouthot, Prince Raju, Niqué Mitchell, Tristan Morris, Jonathan Raj.
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