1. Procuring the potential clients through networking, database, market analysis and references2. Develop and manage the fund selection models3. Product due diligence to understand the qualitative aspects of the products4. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements5. Financial goal setting and planning and prepare investment proposals for the clients6. Liaison with operations team to resolve queries and revenue generation7. Ensuring highest levels of customer service to the customer acquired8. Assure adherence to the guidelines set by the company.9. Gather latest Market intelligence and track and benchmark against best practices in competitor banks10. Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities11. In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments12. Recommend improvements to processes and policies across the retail banking business to drive operational efficiencies and high quality customer service.

Have serviced KARVY HNI/Ultra HNI clients, Provided trust worthy feedback, Conducted research to identify new markets and customer needs, Sourcing & deepening of relationship from existing customer base of customers.

Promoting company products/services, Maintained long term relationships with new & exiting customers. Successfully acquired 100+ Clients base DGCX accounts & also opened 40+ account with SAXO BANK, Have achieved 1,50,000 $++ revenue in DGCX in financial year 2017-18.

Resolving administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions, Coordinating with the agency across globe for manpower requirement for operating department request & need, Taking care of employee’s passports, leaves, medical and various requirements as per UAE labor laws. Maintains work flow by studying methods implementing cost reduction and developing reporting procedures.