Rahul Malhotra Email and Phone Number

Responsible for expanding the business presence and client base covering Onshore India, Indian subcontinent and non-resident Indian (ISC & NRI), Japan and the Asia business managed out of Switzerland

Responsible for expanding the business presence and client base covering Onshore India, Indian subcontinent and non-resident Indian (ISC & NRI), Japan and the Asia business managed out of Switzerland

Projects include - Client Coverage Model, Sales Metrics & Compensation

Member, GWM ( Global Wealth Management ) Asia Core GroupMember, GWM Asia Advisor Management GroupMember, GWM Asia Management CommitteeMember, Singapore Management CommitteeMember, PBIG, Monetary Authority of SingaporeMember, Wealth Management Institute Expert Panel ● Responsible for overseeing the Private Banking business in Southeast Asia, covering clients in Singapore, Malaysia, Indonesia and Thailand, as well as Non Resident Indian (NRI) clients across multiple regions.● Monitor team’s performance against financial and other targets, including new client relationships, net new assets/flows, net new revenue, as well as responsibility in growing the team.● Work with partner teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.● Drive people initiatives including recruitment, selection, motivation, and retention of employees.

Group Head of GWM India – onshore and offshore businessesMember, Operating Committee – Pacific Rim Region, Merrill LynchMember, Managing Director Committee, GWM, US & International ● Managed a team of over 600 dynamic and entrepreneurial financial advisors in Asia. Responsible for the bank’s GWM offices across the region with a focus on developing key client relationships and strategic initiatives. This included launching new onshore businesses, rewiring underperforming markets, acquiring new clients and improving product and operational efficiency.● Spearheaded the growth of the onshore India and the NRI businesses. Built a successful global business across multiple cities in India, Asia, EMEA and North America encompassing management, distribution, product, O&T and infrastructure.

● Responsible for Retail Bank, the largest component of Citibank’s Asia Consumer Bank. Oversaw Branch Banking, Wealth Management, Mortgages and Auto Finance in the region spanning 12 countries.● Initiated and developed branch expansion, product launches, brand building and strategic planning in partnership with country business managers.

● Managed the NRI business – 150 relationship managers, 16 area managers, 300 support staff based in 28 NRI centres across North America, EMEA and Asia.● Responsible for key business lines of Investments, Insurance, Treasury, Finance & Liabilities.

● Successfully lead the largest region for the Global NRI Business in the Middle East and managed its transformation from a liability product business to a Wealth Management Business

● Managed a team of relationship managers in Dubai as an independent profit centre and was responsible for key client acquisition and franchise development.

● Multiple management responsibilities across Branch Banking, Credit Collections, Auto sales in Delhi and Calcutta.