Sonali Rawal Nambiar Email and Phone Number
Sonali Rawal Nambiar personal email
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A seasoned private wealth manager with over 11 years of experience in the finance industry with a specialized focus on the Indian markets. Currently managing more than $191 million in assets of multiple High Net Worth Individuals. My expertise lies in managing wealth just like we would manage any other business: 1) Setting an objective2) Defining a strategy3) Implementing the strategy4) Monitoring its direction Rather than a transactional approach of selling financial products and not knowing what is the final outcome for the customer. With near zero client attrition, I give utmost importance to building trust and fostering long-lasting relationships. By truly understanding my clients' needs, aspirations, and concerns, I've been able to deliver tailored strategies that align with their unique financial objectives. Along with the above, with a sense of purpose, I am passionate about financial literacy, particularly among women. Empowering individuals with the knowledge and skills to navigate the world of finance is not just a professional goal for me, but a personal mission.Through workshops, seminars, and one-on-one consultations, I am dedicated to demystifying investing and simplifying the concepts that seem like an impossibility to understand. My aim is to break down barriers, instill confidence, and ultimately pave the way for financial independence and security.In addition to my work in the money management space, I am also committed to supporting mental health initiatives, particularly within the South Asian community in the UAE. I strongly believe that for successful outcomes in the mental health space, the professionals we are dealing with, have to understand the cultural nuances. I am honored to be involved with Sama Health, a mental health platform dedicated to providing support and resources to South Asians in the UAE. I am constantly seeking new opportunities to collaborate with organizations and individuals who share my commitment to advancing financial literacy, especially among women.Be financially free, to live life on your own terms!
Anand Rathi Wealth Limited
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Head - Nri BusinessAnand Rathi Wealth Limited Sep 2024 - PresentDubai, United Arab EmiratesResponsible for growing and managing the NRI Business arm for the company along with managing own customer base of over $191 Mn of assets.
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Executive DirectorAnand Rathi Wealth Limited Sep 2022 - PresentDubai, United Arab EmiratesOne of the top 10% wealth managers of the company managing over $191Mn of assets and trusted by clients for the last 9 years with zero client attrition. Also, managing and mentoring a team of budding wealth managers and constantly thinking of how to service our clients better. Also, responsible for empowering and mentoring women to become more financially literate. I do this by holding one on one training sessions with the spouses of clients and explaining them the basics of wealth management… Show more One of the top 10% wealth managers of the company managing over $191Mn of assets and trusted by clients for the last 9 years with zero client attrition. Also, managing and mentoring a team of budding wealth managers and constantly thinking of how to service our clients better. Also, responsible for empowering and mentoring women to become more financially literate. I do this by holding one on one training sessions with the spouses of clients and explaining them the basics of wealth management and investing finance. Show less
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DirectorAnand Rathi Wealth Limited Jul 2021 - Feb 2023Dubai, United Arab Emirates
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Associate Director, Private Wealth ManagementAnand Rathi Financial Services Limited Jul 2018 - Jul 2021Dubai, United Arab EmiratesManaging over $80Mn of assets of over 45 HNI & UHNI clients across the globe. -
Vice President & Founding Member Dubai Unit, Private Wealth ManagementAnand Rathi Financial Services Limited Jul 2015 - Jun 2018DubaiCo-Founded and set up the Dubai branch office for the company.Talented wealth manager evolved from a support function, therefore, have a thorough understanding of not just the work that goes into managing a relationship on the face of it but also understand the nuances at the back endAs your wealth manager, I would look into:- Helping you decide a target return objective for your portfolio- Devise a financial strategy to help achieve that target return, year on year… Show more Co-Founded and set up the Dubai branch office for the company.Talented wealth manager evolved from a support function, therefore, have a thorough understanding of not just the work that goes into managing a relationship on the face of it but also understand the nuances at the back endAs your wealth manager, I would look into:- Helping you decide a target return objective for your portfolio- Devise a financial strategy to help achieve that target return, year on year on at least a 5 year basis- Implement and monitor the strategy- Safeguard your private wealth from any encumbrance your professional life may impose on it- Ensure a zero transmission loss while transferring wealth from one generation to the next- Managing taxation Show less
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Senior Research ExecutiveQuantum Consumer Solutions Pvt. Ltd Dec 2013 - Sep 2014BangaloreAs a qualitative researcher it is important to dig deeper into the sub-conscious mind to extract what consumers really think. This is done with the help of projective techniques and other idea generating activities which require you to get creative. As a senior research executive I had the following responsibilities:- Creating proposals for existing clients and pitches for new clients- Writing recruitment questionnaires for accurate recruitment- Crafting discussion… Show more As a qualitative researcher it is important to dig deeper into the sub-conscious mind to extract what consumers really think. This is done with the help of projective techniques and other idea generating activities which require you to get creative. As a senior research executive I had the following responsibilities:- Creating proposals for existing clients and pitches for new clients- Writing recruitment questionnaires for accurate recruitment- Crafting discussion guides using creative projective techniques- Report Writing & Delivery for recommending a marketing plan of action - Moderating groups and interviews by interacting directly with the target audience- Project Management & Client Servicing I got to work on different categories, brands and products which widened my horizon and let me cross apply concepts and techniques. I have been involved in multiple Brand Equity & New Product Development studies.The categories I have worked on are:- Confectionery- Ketchup- Juices- Breakfast Cereals- Cosmetics- Jewelry- Condiments and seasonings- Apparel- Condiments- Consumer Electronics- Packaged Foods- Eyewear- Online matrimony- Online Food Delivery Show less
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Committee Member - Student LifeSp Jain School Of Global Management 2012 - 2013Being a part of the sports and cultural committee, I had the chance the organize out of class activities that would help all my classmates truly immerse themselves in the culture of the place. For example, Masterchef Australia is one of the most popular TV shows of Australia and I was instrumental in organizing a similar competition. This gave participants like myself a chance to try our hand at some Australian cooking.
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Assistant Manager, Private Wealth Management (Relationship Management)Anand Rathi Securities Sep 2010 - Sep 2012BangaloreCreated customer value by understanding customer needs and provided customized solutions combined with differentiated service. Serviced more than 60 High Net Worth Individual accounts with total Assets Under Management of US$ 45 million.- Created tailored financial plans, analyses and recommendations for High Net Worth Individual clients based on their requirements.This involved requirement gathering from clients using questionnaires and discussions.- Instrumental in organizing… Show more Created customer value by understanding customer needs and provided customized solutions combined with differentiated service. Serviced more than 60 High Net Worth Individual accounts with total Assets Under Management of US$ 45 million.- Created tailored financial plans, analyses and recommendations for High Net Worth Individual clients based on their requirements.This involved requirement gathering from clients using questionnaires and discussions.- Instrumental in organizing key promotional events such as the Annual Golf Tournament which attracted more than 120 clients and prospects. Also created company branded marketing assets such as brochures and merchandise.- First point of contact for customers for all non-advisory queries. Responsible for end to end customer service involving activities such as processing transactions, acquiring new clients and maintaining customer databases. - Monitored performance of portfolios based on the principles of asset allocation. The reports were customized using Microsoft Excel to cater to the customer’s specifications as required.- Created training material and mentored new assistant managers in the wealth management team. Show less
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Business Technology AssociateZs Associates Aug 2009 - Jul 2010PuneThe biggest asset a pharmaceutical company has to market themselves is its sales representative. It is important to keep them motivated in order to get desired results. - Analyzed and simulated various plans for incentive compensation for sales representatives of a leading pharmaceutical company in USA and recommended the best suited. - Set goals for sales representatives and monitored their performance on a monthly basis. - Enhanced quality management for the firm by… Show more The biggest asset a pharmaceutical company has to market themselves is its sales representative. It is important to keep them motivated in order to get desired results. - Analyzed and simulated various plans for incentive compensation for sales representatives of a leading pharmaceutical company in USA and recommended the best suited. - Set goals for sales representatives and monitored their performance on a monthly basis. - Enhanced quality management for the firm by creating quality checklists from scratch, implementing the same in a ZS developed tool, pitched the tool to other project teams and persuaded them to use it on a day to day basis. Show less
Sonali Rawal Nambiar Skills
Sonali Rawal Nambiar Education Details
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Sp Jain School Of Global Management, Sydney - Dubai - Singapore (Gold Medalist)Marketing -
Biotechnology -
National Public School
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Alliance Francaise
Frequently Asked Questions about Sonali Rawal Nambiar
What company does Sonali Rawal Nambiar work for?
Sonali Rawal Nambiar works for Anand Rathi Wealth Limited
What is Sonali Rawal Nambiar's role at the current company?
Sonali Rawal Nambiar's current role is Executive Director & Head - NRI Business at Anand Rathi Wealth Limited | Simplifying investing | Financial Literacy for all | Mental Health Advocate.
What is Sonali Rawal Nambiar's email address?
Sonali Rawal Nambiar's email address is ra****@****ail.com
What schools did Sonali Rawal Nambiar attend?
Sonali Rawal Nambiar attended Sp Jain School Of Global Management, Sydney - Dubai - Singapore (Gold Medalist), Rv College Of Engineering, National Public School, Alliance Francaise.
What are some of Sonali Rawal Nambiar's interests?
Sonali Rawal Nambiar has interest in Innovative Advertising, Children, Education, Baking, Fitness, Scrapbooking, Running, Wedding Trends, Adventure Sports.
What skills is Sonali Rawal Nambiar known for?
Sonali Rawal Nambiar has skills like Market Research, Business Analysis, Business Strategy, Competitive Analysis, Data Analysis, Analytics, Team Management, Marketing Strategy, Marketing, Business Development, Market Analysis, Sales.
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