Umesh Patel Email & Phone Number

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.

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  Middlesex University

  Bachelor’S Degree