Jayant Gajria work email
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Jayant Gajria personal email
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A wealth management professional with over 25 years of experience. Conduct comprehensive review of client portfolios to assess strategies based on objectives and risk profile, identify opportunities and prepare customized investment product suggestions. Exceptional understanding & sourcing of wide range of investment products such as Mutual Funds, Fixed Income Securities, Structured Products, Equities, Treasury Products, Premium Accounts, Deposits and Regular Investment Savings PlanMY OBJECTIVE is to pursue a bright and challenging career in the forex/finance/investment banking/customer service industry and be part of a progressive organization that gives me scope to enhance my knowledge and also add value by leveraging my skills & proven experience. I would like to be in an organization which believes that it's people are it's greatest asset and have a clear people agenda set out in it's road map, designed to contribute to it's development as a high performance organization and one that encourages "out of the box" ideas which together with my compelling passion for hard work will result in a win-win situation.Specialties: I have trained on several product and personal excellence programs, some of the most relevant are:Customer Focused Selling Skills ● Handling Credit Crises Effectively ● Managing Your Priorities ● Presentation Skills ● Achieving Extraordinary Customer Relationships ● Changing the Conversation in Off-shore Marketplace ●
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Trading CoachMoneytize Llc, UaeUnited Arab Emirates
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Forex Consultant / AdvisorSelf-Employed Jan 2021 - PresentUnited Arab Emirates
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Head Of Business DevelopmentBesst Point Capital House Oct 2019 - Dec 2020Dubai, United Arab EmiratesManaging the organisations business development ensuring consistent and rapid growth in sales across all channels.Working in conjunction with Executive Director and leading the sales, accountmanagement/technical support and marketing teams within the external functions.
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Sales & Operations ManagerDrox Chemical Trading Llc Jan 2018 - Oct 2019DubaiAsset Managers for online brokerage firm – Equiti Group Limited.Introducing HNW clients to the online trading platform and assisting them through the process of registration, managed accounts and KYC.Professionally Managing client portfolio with automatic rebalancing and Investment of new money with different strategies.Development of online forex trading software that gives conservative, moderate and aggressive returns.Provide training and development on online forex trading.
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Sales Manager - Fx TradingIbn Jewellery Trading Llc Nov 2013 - Dec 2017United Arab EmiratesAssisting HNI clientele with forex, stocks trading, and investment portfolios. Dedicated brokerage services to place client orders and ensure trades are aligned with client risk profile and investment objective.Provide market updates and technical as well as fundamental analysis to the clientsMajor experience in trading Forex, Commodities, UAE Stocks, Mutual Funds, Fixed Income SecuritiesEnhanced customer due diligence and adhering to all AML/KYC norms
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Manager - Wealth ManagementFirst Gulf Bank Jun 2012 - Sep 2013Abu Dhabi, United Arab EmiratesManaging investment relationships of HNW & UHNW clients whilst generating fee income Growing AUM through referral-based acquisitionsAssisting RM's on client meetings by providing product knowledge and market analysisSelling of Deposit-linked, Investment & Insurance products targeting optimum revenue spreadDiversifying client portfolios through risk-parameterized asset-allocation modelsOngoing adherence to market-specific Rules of Engagement as per approved Legal, Compliance & Regulatory requirements. Enhanced customer due diligence and adhering to all AML/KYC norms.Ongoing interaction with Product development teams, Investment Counselors and the Treasury devising new sales concepts and ideas -
Relationship ManagerStandard Chartered Bank Nov 2011 - May 2012BahrainDevelop and oversee relationships with high net worth clients. Conduct comprehensive review of client portfolios to assess strategies based on objectives and risk profile, identify opportunities and prepare customized investment product suggestions. Product presentation in companies during seminars and group meetings.Managing client base of over 150 clients with AUM of US$ 40 MM across Northern Gulf, Lebanon and Oman.Exceptional understanding & sourcing of wide range of Asset Classes viz. Mutual Funds of various fund houses, Fixed Income Securities, Treasury Products and Insurance & Savings Plan. -
Wealth ManagerCitibank Sep 1999 - Jul 2011BahrainManaging an AUM of USD 30 MM across Bahrain, Kuwait, Qatar and Saudi Arabia.Introducing clients to new asset classes viz. FIS, Treasury Products, MF & Insurance.Actively engaging with clients and helping them in achieving their long-term goals keeping in mind their risk profiles. Managed a team of Sales Advisors and helped them achieve their targets by acquiring new to bank clients and revenue generation. Product & Sales training to the new recruits through the induction program. Experience in Back Office Operations – Processing documents and handling customer queries & grievances. -
Business ManagerBank Of America May 1995 - Aug 1999Mumbai Area, IndiaHeading a team of 10 Marketing executives and telemarketing executives Increase productivity of auto loans sales. Sales training to the entire staff.Heading the operations and customer service team. Approving and Processing auto loans Developing new finance schemes. Handling dealer relationship and organizing road shows -
Marketing ExecutiveAndromeda Marketing Pvt.Ltd. Apr 1994 - Apr 1995Direct Sales Associate of Citibank N. A. Sourcing new auto loans for the bank Targeting new corporate clients Processing of loan applications Maintaining dealer relationships and organizing road shows
Jayant Gajria Skills
Jayant Gajria Education Details
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Financial Accounting
Frequently Asked Questions about Jayant Gajria
What company does Jayant Gajria work for?
Jayant Gajria works for Moneytize Llc, Uae
What is Jayant Gajria's role at the current company?
Jayant Gajria's current role is Trading Coach.
What is Jayant Gajria's email address?
Jayant Gajria's email address is ja****@****ail.com
What schools did Jayant Gajria attend?
Jayant Gajria attended University Of Mumbai.
What skills is Jayant Gajria known for?
Jayant Gajria has skills like Strategic Planning, Accounting, Financial Management, Negotiation, Financial Reporting, Business Strategy, Business Development, Manufacturing, Business Planning, Management, Market Research, Team Management.
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