Sagar J. Email and Phone Number

The responsibilities typically include:1. Investment Management: Developing and executing personalized investment strategies to grow and preserve wealth. This may involve a diversified portfolio including stocks, bonds, real estate, private equity, and other assets.2. Estate Planning: Assisting with the planning and structuring of the client's estate to ensure a smooth transfer of wealth to heirs, minimizing estate taxes, and addressing other legal and financial considerations.3. Risk Management: Identifying and mitigating financial risks through insurance, asset protection strategies, and other means.4. Personal Financial Planning: Providing comprehensive financial planning services that may include retirement planning, budgeting, and cash flow management.5. Family Governance: Advising on family governance issues to ensure that wealth is managed in a way that aligns with the family's values and long-term goals. This can involve setting up family offices, organizing family meetings, and establishing family constitutions.6. Business Succession Planning: Assisting business owners with planning the transfer of their business to the next generation or preparing for a sale or merger.7. Lifestyle Management: Providing services that support the client's lifestyle, such as managing large purchases (e.g., yachts, private jets, ultra luxury properties).

HDFC Bank Relationship Manager - Private Banking Group- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.- Acquiring high value relationships into the private banking group.- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.- Service the banking requirements of the super HNI clients.- To achieve sales targets in terms of income generated across all advisory products with minimum requirement of $1.2 million US.- To execute cross sell efforts as per focus of the bank at any given point in time.- To keep one self updated on the financial markets and in advisory products / services in particular.- To acquire new clients in the targeted HNI segment from outside the bank.

*Managing Existing Relationship Value through regular servicing and Aquisition of Wealth Prospects by probing 360° Overview.*Deepening the relationship through individual corporate and Business Aquisition by providing suitable banking products like Business corporate and individual loans to make him a primary banker.*Managing wealth by providing financial growth products like mutual funds, Alternate assets and simultaneously strengthening the relationship by securing Health and Life of the customer with the help of superior insurance products from ICICI Prudential Life Insurance and ICICI Lombard.

Grabbing an opportunity from 400 intellectual outstanding students to get a summer internship at TCS innovation center at Nasik, India. Working on a particular project of supply chain management for agricultural sector gives me immense knowledge about the quality management and lean operations on a large global scale. Implementing technology and deployment of the technology has been the main objective.

Youth money Olympiad was organized successfully in our college in our coordination with Money-Wizards, Singapore.

Design Engineer with the responsibility of designing chemical plants and its efficiency to function and supply Chain management (Resources planning, client/supplier relationship, outbound/inbound service management, logistics, fault detection, plant commissioning and installation).Increased production efficiency by 50%.