Client Relationship Director
CurrentHeld several positions within company:Client Relationship Director, Annuities (Feb 2022- )Client Relationship Director, Insurance (Oct 2018-Feb 2022)Client Relationship Manager, Unit Linked (Apr 2017-Oct 2018)
Please complete the CAPTCHA to continue
@columbiathreadneedle.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Umesh Patel is listed as Client Relationship Director at Aviva Investors at Aviva Investors, a company with 1651 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at columbiathreadneedle.com and a matched LinkedIn profile for Umesh Patel.
Umesh Patel previously worked as Client Relationship Director at Aviva Investors and Relationship Manager at Columbia Threadneedle Investments Emea Apac. Umesh Patel holds Bachelor’S Degree from Middlesex University.
This section adds company-level context without repeating Umesh Patel's masked contact details.
AeroLeads found 1 current-domain work email signal for Umesh Patel. Compare company email patterns before reaching out.
Highly personable and results driven Client Relationship Director with significant experience gained within Asset Management and Banking.Extensive client relationship and team management (x5 direct reports) experience particularly focused on institutional distribution channels, with a solid network of sovereign wealth, banking and platform clients; providing client focus outcomes with good understanding of front end sales and support.Offer excellent project and change management skills honed within an investment operations and oversight background. Acknowledged for successful delivery of a wide range of projects covering a variety of asset classes, legal structures and geographies.Excellent and confident communicator with a positive, open and respectful attitude to clients, colleagues and the workplace.Key achievements:• Currently working with Aviva largest client base (Annuities, Insurance) focussed on growth, protection and ESG solutions • Project managed the delivery of a master feeder structure in Brazil launching local Securities and Exchange Commission of Brazil (CVM) fund for European equity (UK OEIC), targeting pension funds, insurance and high net worth clients (successful completion of the project produced a new revenue stream for the firm) • Project managed the setup and implementation of offshore infrastructure to offer (Luxembourg SICAV) sub-funds on US platforms (created a new sales opportunity for US sales teams)• Project managed and successfully delivered Straight-Through Processing (STP) systems for equity and fixed income securities and FX (STP rates average 97%)• Helped with cost savings by minimising errors and maintaining zero interest claims• Acted as distribution spokesperson in working groups to understand and implement regulatory / theme change e.g. MIFID II, Solvency II, ESG
Listed skills include Asset Management, Customer Relationship Management, Management, Investments, and 5 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
London, United Kingdom
Held several positions within company:Client Relationship Director, Annuities (Feb 2022- )Client Relationship Director, Insurance (Oct 2018-Feb 2022)Client Relationship Manager, Unit Linked (Apr 2017-Oct 2018)
London, United Kingdom
Other employees you can reach at avivainvestors.com. View company contacts for 1651 employees →
Deborah Bird
Colleague at Aviva Investors
London, England, United Kingdom, United Kingdom
View →
LS
Lucio Santos
Colleague at Aviva Investors
Tapiramutá, Bahia, Brazil, Brazil
View →
SD
Sarah-Michelle Dorrington
Colleague at Aviva Investors
Southend-On-Sea, England, United Kingdom, United Kingdom
View →
PG
Paula Green
Colleague at Aviva Investors
United Kingdom, United Kingdom
View →
MF
Michelle Flanagan
Colleague at Aviva Investors
Enfield, England, United Kingdom, United Kingdom
View →
EK
Edward Kevis, Cfa
Colleague at Aviva Investors
London, England, United Kingdom, United Kingdom
View →
DL
David Lis
Colleague at Aviva Investors
York, England, United Kingdom, United Kingdom
View →
CP
Caroline Pegg
Colleague at Aviva Investors
Chelmsford, England, United Kingdom, United Kingdom
View →
RK
Rajeev Kapur
Colleague at Aviva Investors
London Area, United Kingdom, United Kingdom
View →
JB
Joanne Bailey
Colleague at Aviva Investors
London, England, United Kingdom, United Kingdom
View →
Quick answers generated from the profile data available on this page.
Umesh Patel works for Aviva Investors.
Umesh Patel is listed as Client Relationship Director at Aviva Investors at Aviva Investors.
AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Umesh Patel at Aviva Investors.
Umesh Patel is based in London, England, United Kingdom while working with Aviva Investors.
Umesh Patel has worked for Aviva Investors, Columbia Threadneedle Investments Emea Apac, Daiwa Sb Investments (Uk) Ltd., and Amp Asset Management.
Umesh Patel's colleagues at Aviva Investors include Deborah Bird, Lucio Santos, Sarah-Michelle Dorrington, Paula Green, and Michelle Flanagan.
You can use AeroLeads to view verified contact signals for Umesh Patel at Aviva Investors, including work email, phone, and LinkedIn data when available.
Umesh Patel holds Bachelor’S Degree from Middlesex University.
Umesh Patel is listed with skills including Asset Management, Customer Relationship Management, Management, Investments, Change Management, Equities, Project Management, and Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Umesh Patel you were looking for.