Vikram Dadlani Email & Phone Number

London, Gb

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

* Received a pre-placement offer to join Deutsche Bank in 2009.UK Structured Product Sales: Identified new prospective clients & assisted in preparing pitches* EM Structuring: Prepared presentations, liaised with sales & trading for product feedback & pricing

Private Wealth Management* Developed and managed large client relationships and advised clients on strategic and tactical asset allocation based on their investment objectives and constraints* Acquired 35 high net-worth clients (>$1 million), bringing in a total of $50 million in AUM* Generated revenues of $580,000 in 2006, comfortably exceeding my target of $350,000* Originated and pitched complex trading strategies to break into several strategic accounts, resulting in 25 new relationships & $40 million of additional assets for the team* The strategies arbitraged price discrepancies across the Primary, Secondary & Derivative Markets, & exploited opportunities arising from corporate actions (open offers, de-listings & de-mergers, etc)* Differentiated myself & added value by successfully distributing every innovative product offering - the first Long-Short Mutual Fund, first Real Estate Fund, our first PE Fund, CPPI structures, etc* Won recognition and praise from the Country Head of Private Banking for having collected the highest amount within the firm for a first time offering of a Long-Short Equity Fund

Marketed the firm's dedicated equities-based, personalized investment management services to clients having a minimum of $500,000 in investable funds* Individually built up and managed 40 active client relationships with total assets of $25 million* Surpassed the ambitious sales and revenue targets for the year within the first 5 months itself* Successfully broke into and managed to convert several strategic accounts, where my predecessors had failed to even obtain an initial meeting

Private Client Group* Played a key role in the marketing of the firm's investment products and services to clients,leading to a growth of 50% in overall assets under management within a year* Prospected both high net-worth and large corporate clients, cross selling the firm's investmentproducts including cash equities, equity derivatives, equity & debt funds, managed accounts, etc