Sameer Gohal Email & Phone Number

Dubai

Key Role:• Working with the largest independent financial advisory firm in the world my primary role is to conduct comprehensive financial planning for various nationalities by firstly examining customers financial health thoroughly and then to help them plan their investment goals through a roadmap for the future.• Build investment portfolio based on life and financial goals, asset allocation, risk tolerance and time lines.• Help clients to protect their assets through tax and estate planning.• Corporate solutions for business clients • Product basket includes all major global asset classes including property.• Client servicing and growth of business

Mumbai Area, India

• Primary role to manage the existing customer base by devising strategies to engage, grow & retain customers.• Plan & execute a comprehensive set of portfolio tools to achieve targets through private banking solutions: Direct Equity, Mutual funds, Insurance, Alternate asset class, Deposit accounts, funding and loans. • Plan and execute client events to promote client engagement and loyalty.• Recommend Primary and secondary Real estate opportunities. • High focus on client acquisition and strengthening client relationship.

Mumbai Area, India

Primary role of developing assets under management for a niche segment of private wealthclients. Responsible for developing business and client acquisition a segment of USD 200k and above. . Grew the Assets Under Management to USD 15 Mn .Worked closely with the research side for developing model based portfolios. Responsible for setting up various operational measures in order to provide a higher qualityservice to our clients. Ensuring sales and advisory process in driving business to achieve started objective.

Mumbai Area, India

Sale of Wealth Management Products ranging from Mf equity+ PMS, Structured Notes, DebtProducts and Insurance Achieve banking targets ( Casa , FD , asset etc ) Enhance the Relationship Value of the assigned customers through established compliant processes, by providing customer oriented wealth management solutions.Prepare and execute a sales plan for the assigned account relationship.Build and Maintain relationships in the HNI and SME Segment. Maintain customer, prospects and competition databases and implement marketing promotions.

Mumbai Area, India

Promoting additional financing volumes from new & existing dealer accounts by reviewing thecurrent flow of business, determining causes of volume losses, identify opportunities for expansion& designing specific sales campaigns. Identifying credit line requirements and assisting in preparing credit proposals for dealer and fleetcustomer.

Master'S Degree, Marketing

Bachelor Of Commerce (B.Com.), Accounting And Finance