GRIP (DIFC) Ltd. a licensed Investment Banking and Wealth Management firm established within the Dubai International Financial Centre (DIFC) and regulated by the Dubai Financial Services Authority (DFSA).Our service scope within Investment Banking services span financing solutions ranging from working capital solution, financing of vessels, yachts and jets and extends further to include lending against listed equities, gold and digital assets.Within Wealth Management – we specialize in advisory services ranging from investment advisory encompassing a multi asset focus with global coverage and execution capabilities. In addition, we are also able to assist clients to structure private funds and investment vehicles towards wealth and legacy planning

As one of the world’s largest independent international financial consultancies, deVere has one unswerving clear purpose: to help our clients plan and achieve their medium and long-term financial goals.As an independent financial advisor, we believe that by building a long-term, trusted relationship with you, we provide the advice and investment products you need, and help you reach your important financial targets – even as your priorities, ambitions and objectives change over time. deVere gives you access to first-rate investment products.No matter where you are in the world – and what your requirements are – we are at hand to tend to your personal needs. We recognise that deciding on where to invest your money is a highly individual preference.This is why we stress the importance of our clients being offered the best independent tailor-made personalised advice and guidance.

Money Protects™ is a Techno driven and digitally accelerated company offering financial freedom debt management, financial planning and wealth management digital bespoke solutions. Our Asset Backed restructuring & low risk asset building Investments Innovation is a key to bring long term sustainability & growth. My key responsibility was to grow revenues, increase AUM of portfolio's and increase inflows of net new money (NNM). Also drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment. Specialized in providing financial services such as short & long term investments like structured notes and funds, retirement and education planning etc. Worked on providing asset backed services such as fixed EMI for life, double rental and EMI sleeping period.

•Enhancing client satisfaction and generating additional business for the organization through effective resolution of service/investment requirements•Interacting with the existing clients and prospects for collating and evaluating requirements and rendering customized solutions like Alternate Investment Funds (AIF), Portfolio Management services (PMS), Mutual funds, Life, Health and General Insurance and Foreign currency non-resident (FCNR) deposit•Updating knowledge of the products and services/existing current economic conditions and financial markets•Partnering with the CBG RMs, service manager, TRE, and the branch heads for accomplishing sales and service targets•Training the team members on product launches/upgrades based on the identified training needs•Assessed complaints and compliments. Recommended innovations/ideas for improving products/services, and service level agreements•Manage critical branches of the arrangement between DBS and Lakshmi Vilas Bank (LVB)Highlights• Played a key role in placing the bank as a wealth management provider in India. Conducted competitor analysis to maintain a competitive advantage for the bank• Initiated local promotional activities to enhance brand awareness based on the evaluated changing market dynamics• Actively involved in facilitating the distribution of third-party investment products to customers based on the risk profile and investment objectives of the customer

• Maximize profit and achievement of the growth of Private banking client’s portfolio• Achieve agreed KPI objectives by development of existing and new relationships• Build effective relationships with clients to retain and develop sustainable relationships• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals• Effective use of tools and information to drive client service delivery• Maintain a minimum standard of qualifying Private banking clients within portfolio as stated by group• Build a high personal and corporate profile in the community in which I was based. Developed network of group and external professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand• Monitoring and acting on daily sales activity management information and other internal information tools• Establish and agree client contact strategies in line with group operating models• Fully utilize and input to client relationship management data, ensuring all client information is complete and kept up to date

Sales and Marketing - Running the sales and marketing operations & accountable for increasing sales growth and driving sales initiatives in order to achieve business goals.- Identifying prospective clients, generating business from the existing clientele and achieving business targets.Business Development- Conducting competitor analysis & competency mapping for keeping abreast of market trends and competitor moves to achieve market share metrics.- Identifying & developing new streams maintaining relationships with customers to achieve repeat / referral business.Operation- Handling the customer queries to maintain the existing relationship- Coordinating with the central team for resolution of customer queries.Customer Relationship Management - Managing customer centric operations & ensuring customer satisfaction by achieving delivery / - Mapping client’s requirements & providing them expert advisory services pertaining selection of right products. Professional Synopsis:- Experience in Customer Relationship management - Experience in Direct Marketing and Promotional activities - Experience in raising sales pitch through increased customer awareness and customer interactions - Cross sell of third party products, retail loan, mutual funds, demat - Number growth in NTB ( New To Bank )- Deepening of Account ETB ( Existing To Bank )- Achieving sales targets and providing Customer service - Relationship Management for a Portfolio of customers - Responsible for Cross Sell & enhancing relationship with existing customers - Customer service to ensure walk in customers issues