Yash Raste, Cfa Email & Phone Number

Adelaide, South Australia, Australia

Singapore, Singapore

Singapore

Promoted to Head the Client Advisory and Portfolio Counselor Team in February 2022Promoted to Senior Vice President in January 2023--- --- --- --- --- --- --- --- --- ---As Portfolio Counsellor (VP-Level), I was transferred internally from Dubai to Singapore to support sales and relationship management teams (for both NRI and non-NRI client base) in ensuring their existing client portfolios produce positive investment returns and revenues.--- --- --- --- --- --- --- --- --- ---PORTFOLIO REVIEW✔ Increased number of client reviews by 50% through establishing strategic partnerships with designated relationship managers (RMs) in conducting in-depth portfolio reviews focused on “wow-ing” clients.SALES OPTIMISATION✔ Improved conversion rate (revenue) against a number of client portfolio review calls through consultative advisory, value-driven solution selling, responsive issue resolution, and exceptional customer service.PRODUCT SUPPORT DELIVERY✔ Optimised Citibank’s new product adoption of relationship managers with consistent sales uplift through facilitating intensive deep-dive sessions integrated with market scenario analysis with the sales team.ELITE TRAINING✔ Chosen for distinguished 4-day Wharton training program, “Maximising Client Relationships” with The Citi Wharton Global Institute (UK, 2018). Gained situation-specific insights and strategies to impact private wealth client relationships.

Dubai, U.A.E

--- --- --- --- --- --- --- --- --- ---I was promoted to Investment Counsellor (VP-level) role in just two years after growing investment revenues and assets under management (AUM). --- --- --- --- --- --- --- --- --- ---PORTFOLIO REVIEW✔ Broke down siloed relationships between Sales and Investment Advisory teams through promoting open communication, shared collaboration, and transparent accountability.GROWTH DEVELOPMENT✔ Lifted treasury product revenues by 196% (FY13 to FY16) as a “Subject Matter Expert (SME)” to entire UAE IPB – NRI sales team and their clients.

--- --- --- --- --- --- --- --- --- ---Pre- and post-GFC, I spent early successful years at Citibank India—providing market-based investment advisory support to relationship managers to effectively manage multimillion-dollar portfolios of ultra-high net worth clients.--- --- --- --- --- --- --- --- --- ---CAREER SNAPSHOT:--> Regional Portfolio Counsellor | 2010 to 2012--> Investment and Insurance Counsellor | 2007 to 2010--> Insurance Counsellor | 2006 to 2006--> Relationship Manager | 2004 to 2006INSURANCE SALES LEADERSHIP✔ Won several sales excellence awards for the branch after increasing overall insurance sales performance—before and during the peak period of the global financial crisis (GFC).OPERATIONAL LEADERSHIP✔ Transformed chaotic branch with zero leadership and direction into a cohesive, high-performing team—laser-focused on meeting and/or exceeding investment and insurance targets monthly.

, Category I Merchant Bank. Responsibilities Secondary market placement of SLR and NON SLR Securities with Corporate Treasuries and Trusts. Job also involved managing of MF distribution and Insurance selling to corporate treasuries, trusts and other financial institutions in North India (Delhi, Punjab, Haryana). Activities The assignment required building continuous relationship with the clients. Advising them on various investment avenues viz. Government Securities, Bonds, Mutual Funds, Insurance Products and making presentations to keep them abreast with the markets. Achievements Setting up of the North India Branch Office at Delhi and developing a completely new market. Promoted to Senior Manager level in November 2001 for making the Delhi Office the most profitable.

Satellite Dealer), Mumbai. Responsibilities Back office operations for the debt market segment and making daily debt market reports and preparing daily debt market reports for clients including banks and financial institutions.

Cleared Cfa Level Iii

Post Graduate Diploma, Management; Finance; Marketing

B.Sc. (Hons); School Certificate Examination, Chemistry