Head - Nri Business
CurrentResponsible for growing and managing the NRI Business arm for the company along with managing own customer base of over $191 Mn of assets.
Sep 2024 - Present
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Sonali Rawal Nambiar Email & Phone Number
Executive Director & Head - NRI Business at Anand Rathi Wealth Limited | Simplifying investing | Financial Literacy for all | Mental Health Advocate
at
Anand Rathi Wealth Limited
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Current company
Role
Executive Director & Head - NRI Business at Anand Rathi Wealth Limited | Simplifying investing | Financial Literacy for all | Mental Health Advocate
Location
Dubai, United Arab Emirates, United Arab Emirates
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Sonali Rawal Nambiar is listed as Executive Director & Head - NRI Business at Anand Rathi Wealth Limited | Simplifying investing | Financial Literacy for all | Mental Health Advocate at Anand Rathi Wealth Limited, based in Dubai, United Arab Emirates, United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Sonali Rawal Nambiar.
Sonali Rawal Nambiar previously worked as Head - NRI Business at Anand Rathi Wealth Limited and Executive Director at Anand Rathi Wealth Limited. Sonali Rawal Nambiar holds Master Of Business Administration (Mba), Marketing from Sp Jain School Of Global Management, Sydney - Dubai - Singapore (Gold Medalist).
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Anand Rathi Wealth Limited
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Profile bio
About Sonali Rawal Nambiar
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!
Listed skills include Market Research, Business Analysis, Business Strategy, Competitive Analysis, and 27 others.
Current workplace
Sonali Rawal Nambiar's current company
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9 roles · 14 years
Sonali Rawal Nambiar work experience
A career timeline built from the work history available for this profile.
Executive Director
CurrentOne 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.
Sep 2022 - Present
Director
Jul 2021 - Feb 2023
Associate Director, Private Wealth Management
Managing over $80Mn of assets of over 45 HNI & UHNI clients across the globe.
Jul 2018 - Jul 2021
Vice President & Founding Member Dubai Unit, Private Wealth Management
Co-Founded and set up the Dubai branch office for the company.Talented wealth manager evolved from a support function, therefore, have a thorough understanding of not just the work that goes into managing a relationship on the face of it but also understand the nuances at the back endAs your wealth manager, I would look into:- Helping you decide a target.
Jul 2015 - Jun 2018
Senior Research Executive
Quantum Consumer Solutions Pvt. Ltd
As a qualitative researcher it is important to dig deeper into the sub-conscious mind to extract what consumers really think. This is done with the help of projective techniques and other idea generating activities which require you to get creative. As a senior research executive I had the following responsibilities:- Creating proposals for existing.
Dec 2013 - Sep 2014
Committee Member - Student Life
Sp Jain School Of Global Management
Being a part of the sports and cultural committee, I had the chance the organize out of class activities that would help all my classmates truly immerse themselves in the culture of the place. For example, Masterchef Australia is one of the most popular TV shows of Australia and I was instrumental in organizing a similar competition. This gave participants.
2012 - 2013
~1 yr
Assistant Manager, Private Wealth Management (Relationship Management)
Created customer value by understanding customer needs and provided customized solutions combined with differentiated service. Serviced more than 60 High Net Worth Individual accounts with total Assets Under Management of US$ 45 million.- Created tailored financial plans, analyses and recommendations for High Net Worth Individual clients based on their.
Sep 2010 - Sep 2012
Business Technology Associate
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.
Aug 2009 - Jul 2010
4 education records
Sonali Rawal Nambiar education
Master Of Business Administration (Mba), Marketing
Sp Jain School Of Global Management, Sydney - Dubai - Singapore (Gold Medalist)
B.E, Biotechnology
Education record
National Public School
Education record
Alliance Francaise
FAQ
Frequently asked questions about Sonali Rawal Nambiar
Quick answers generated from the profile data available on this page.
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 Anand Rathi Wealth Limited?
Sonali Rawal Nambiar is listed as Executive Director & Head - NRI Business at Anand Rathi Wealth Limited | Simplifying investing | Financial Literacy for all | Mental Health Advocate at Anand Rathi Wealth Limited.
Where is Sonali Rawal Nambiar based?
Sonali Rawal Nambiar is based in Dubai, United Arab Emirates, United Arab Emirates while working with Anand Rathi Wealth Limited.
What companies has Sonali Rawal Nambiar worked for?
Sonali Rawal Nambiar has worked for Anand Rathi Wealth Limited, Anand Rathi Financial Services Limited, Quantum Consumer Solutions Pvt. Ltd, Sp Jain School Of Global Management, and Anand Rathi Securities.
How can I contact Sonali Rawal Nambiar?
You can use AeroLeads to view verified contact signals for Sonali Rawal Nambiar at Anand Rathi Wealth Limited, including work email, phone, and LinkedIn data when available.
What schools did Sonali Rawal Nambiar attend?
Sonali Rawal Nambiar holds Master Of Business Administration (Mba), Marketing from Sp Jain School Of Global Management, Sydney - Dubai - Singapore (Gold Medalist).
What skills is Sonali Rawal Nambiar known for?
Sonali Rawal Nambiar is listed with skills including Market Research, Business Analysis, Business Strategy, Competitive Analysis, Data Analysis, Analytics, Team Management, and Marketing Strategy.
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