Sumesh Panangat Sathian
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Sumesh Panangat Sathian Email & Phone Number

Personal Financial Advisor | Wealth Management Specialist | HNWI Portfolio Strategist at Freelance
Location: Ernakulam, Kerala, India 8 work roles 2 schools
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Current company
Freelance
Role
Personal Financial Advisor | Wealth Management Specialist | HNWI Portfolio Strategist
Location
Ernakulam, Kerala, India
Company size
5754 employees

Who is Sumesh Panangat Sathian? Overview

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Sumesh Panangat Sathian is listed as Personal Financial Advisor | Wealth Management Specialist | HNWI Portfolio Strategist at Freelance, a company with 5754 employees, based in Ernakulam, Kerala, India. AeroLeads shows a matched LinkedIn profile for Sumesh Panangat Sathian.

Sumesh Panangat Sathian previously worked as Insignia Relationship Manager at Rbl Bank and Burgundy RM - Affluent Business at Axis Bank. Sumesh Panangat Sathian holds Master Of Business Administration (M.B.A.), Banking And Finance from Bharathiar University.

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Freelance

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Profile bio

About Sumesh Panangat Sathian

CAREER OBJECTIVE:A dynamic and self-motivated professional with excellent communication skills, an optimisticattitude, integrity, fast learning ability, and demonstrated leadership and team skills. Seekinga challenging position in private wealth management, where I can leverage my experience,skills, and expertise to exceed organizational goals through leadership and vision.SUMMARY:A seasoned banking professional with 16 years of experience in wealth management, sales,service, operation, compliance, and marketing functions. I hold an MBA in Banking andFinance and possess strong selling and financial markets knowledge. Throughout my career,I have worked with leading brands such as Standard Chartered Bank Priority Banking, HDFCBank, Axis Bank Burgundy, and RBL Insignia Wealth. I have a proven track record of increasingliability book and investment AUM portfolio size through deepening and new acquisitions.My strong interpersonal skills, cultural sensitivity, relationship management, and networkingskills make me a persuasive and client-savvy professional. I have excellent communicationand negotiation skills, which makes me a strategic team player.

Listed skills include Banking, Relationship Management, Portfolio Management, Financial Services, and 17 others.

Current workplace

Sumesh Panangat Sathian's current company

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Freelance
Freelance
Personal Financial Advisor | Wealth Management Specialist | HNWI Portfolio Strategist
Ernakulam, KL, IN
Website
rblbank.com
Employees
5754
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8 roles

Sumesh Panangat Sathian work experience

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Personal Financial Advisor | Wealth Management Specialist | Hnwi Portfolio Strategist

Freelance

Ernakulam, KL, IN

Insignia Relationship Manager

Current
Rbl Bank

Kochi, Kerala, India

Sep 2020 - Present

Burgundy Rm - Affluent Business

Current
Axis Bank

Ernakulam, Kerala, India

Private Banking and Wealth Management

Oct 2017 - Present

Relationship Manager - Priority Banking

Standard Chartered Bank

Ernakulam, Kerala, India

 Provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect. Enhance Priority Banking Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients. Source new business from HNW.

Oct 2013 - Sep 2017

Branch Sales And Service Manager

Standard Chartered Bank

Gurgaon, Haryana, India

 Maintain knowledge on banking products and distribution to provide optimal service support. Coordinate with Portfolio Advisors and assist clients in providing optimal financial advice on various banking products. Monitoring client requirements, identifying prospective opportunities and assisted in increasing revenue. Analysing financial products and.

Feb 2010 - Sep 2013

Assistant Manager - Foreign Exchange Services

Hdfc Bank

Gurgaon, India

 Manage Purchase and Sale of Foreign Currency Notes, T Cs and Travel Cards. Processing of Customer requests for Outward Telegraphic Transfers / Remittances (TTs) in all major currencies and Sale of Foreign Currency Drafts.  Regular interaction with the dealing room for exchange rates and its movements, to service customers and ensure better revenues for.

May 2007 - Jan 2010

Senior Officer / Asst. Branch Head

Uae Exchange India

New Delhi Area, India

 UAE Exchange and Financial Services Ltd, globally dealing in Remittance services, SWIFT Transfer, Money changing, FC-DD and Travelers Cheques, MF, Air Ticketing, etc. The Company is a subsidiary of UAE Exchange Centre LLC, Abu Dhabi and a part of New Medical Centre (NMC group) of the Middle East. Looking after the OTT, FC-DD and FC Sales of the branch..

Aug 2006 - Apr 2007

Business Development Executive

Manappuram Finance Limited

New Delhi Area, India

M/s. Manappuram General Finance and Leasing Pvt. Ltd, one of the top ten NBFCs ofIndia, deals with Hire Purchase, Foreign Currency Exchange, Insurance, Money Transfer, Chit Funds, Online share trading, Public deposits and Gold Loans, for a period of two years and three months starting from March 2004 to May 2006. Performed Business Development Activities.

Mar 2004 - May 2006
Team & coworkers

Colleagues at Freelance

Other employees you can reach at rblbank.com. View company contacts for 5754 employees →

UK Upendra Kumar Upendra Kumar Colleague at FreelancePune, Maharashtra, India, India View → SA Srijith A Srijith A Colleague at FreelanceCoimbatore, Tamil Nadu, India, India View → GS Gurudutt Sharma Gurudutt Sharma Colleague at FreelanceDelhi, India, India View → AH Aamir Hassan Aamir Hassan Colleague at FreelanceBhopal, Madhya Pradesh, India, India View → MS Manish Shokil Manish Shokil Colleague at FreelanceJaipur, Rajasthan, India, India View → AM Ashoo Mishra Ashoo Mishra Colleague at FreelanceMumbai, Maharashtra, India, India View → KK Krishan Kant Krishan Kant Colleague at FreelanceNoida, Uttar Pradesh, India, India View → AG Anand Gurjar Anand Gurjar Colleague at FreelanceIndore, Madhya Pradesh, India, India View → SS Sakshi Sharma Sakshi Sharma Colleague at FreelanceSahibzada Ajit Singh Nagar, Punjab, India, India View → SS Shubham Sharma Shubham Sharma Colleague at FreelanceDelhi, India, India View →
2 education records

Sumesh Panangat Sathian education

Master Of Business Administration (M.B.A.), Banking And Finance

Bharathiar University

MBA in Banking and Finance Management

Bachelor’S Degree, Mathematics And Statistics, First Class

University Of Calicut

B Sc Mathematics, Statistics

FAQ

Frequently asked questions about Sumesh Panangat Sathian

Quick answers generated from the profile data available on this page.

What company does Sumesh Panangat Sathian work for?

Sumesh Panangat Sathian works for Freelance.

What is Sumesh Panangat Sathian's role at Freelance?

Sumesh Panangat Sathian is listed as Personal Financial Advisor | Wealth Management Specialist | HNWI Portfolio Strategist at Freelance.

Where is Sumesh Panangat Sathian based?

Sumesh Panangat Sathian is based in Ernakulam, Kerala, India while working with Freelance.

What companies has Sumesh Panangat Sathian worked for?

Sumesh Panangat Sathian has worked for Freelance, Rbl Bank, Axis Bank, Standard Chartered Bank, and Hdfc Bank.

Who are Sumesh Panangat Sathian's colleagues at Freelance?

Sumesh Panangat Sathian's colleagues at Freelance include Upendra Kumar, Srijith A, Gurudutt Sharma, Aamir Hassan, and Manish Shokil.

How can I contact Sumesh Panangat Sathian?

You can use AeroLeads to view verified contact signals for Sumesh Panangat Sathian at Freelance, including work email, phone, and LinkedIn data when available.

What schools did Sumesh Panangat Sathian attend?

Sumesh Panangat Sathian holds Master Of Business Administration (M.B.A.), Banking And Finance from Bharathiar University.

What skills is Sumesh Panangat Sathian known for?

Sumesh Panangat Sathian is listed with skills including Banking, Relationship Management, Portfolio Management, Financial Services, Credit, Cross Selling, Commercial Banking, and Private Banking.

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