Sumit Bhasin Email & Phone Number

Singapore

New Delhi, Delhi, India

New Delhi, Delhi, India

• Understanding of financial needs of clients through financial planning• Acquire and manage the investment portfolios of High Net Worth Individuals• Advising clients on all the major product classes i.e. Equities, Structured products, Bonds, PMS, AIFs, Mutual Fund etc• Acquiring and Managing clients from Domestic as well as International locations (UK/UAE/Singapore & India)

New Delhi, Delhi, India

JOB PROFILE• Meeting existing clients of the bank and servicing for their banking and investment needs.• Fulfilling ‘Know Your Customer’ requirements of existing clients as per regulatory norms at defined time intervals.• Understanding of financial needs of clients through financial planning.• Take reasonable steps to seek from the client appropriate and available information regarding the client’s financial situation, financial product experience and objectives to enable the provider to provide the client with appropriate advice.• Conduct an analysis, for purposes of the advice, based on the information obtained. Identify the financial product or products that will be appropriate to the client’s risk profile and financial needs.• Take reasonable steps to establish whether the financial product identified is wholly or partially a replacement for an existing financial product of the client. Fully disclose to the client the actual and potential financial implications, costs and consequences of such a replacement.• Responsible for financial Advisory-Advising & presenting customized portfolio’s (Portfolio Management) for varied asset classes to the clients. • Identifying and implementing strategies for business effectiveness and increasing branch profitability.• Servicing the clients which include end to end Query Resolution.• Handling maintenance requests, complaints, operation and administrative activities.• Wealth Management Services to existing and new account relationships with the bank.