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Associate Director & Wealth Specialist

Standard Chartered Bank · pune, IN
FinanceBanking/Financeinvestmentmutual fundsfinancial marketsportfolio managementsalesrelationship managementmarket knowledgeexcel

Lead, grow, develop, and manage the Investment Services business in the allocated territory. Responsible for driving the Investment Services business through various segments of the Bank, coaching Relationship Managers on investment products, and building relationships with internal stakeholders.

Team Leader
Standard Chartered Bank · chennai, IN
investmentmutual fundsbondscommunicationrisk management
Team Leader
Standard Chartered Bank · chennai, IN
investmentmutual fundsbondscommunicationrisk management
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risk managementstakeholder engagementtrade executionfinancial marketscompliance
Lead, Development
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javajavascriptdatabasegithub copilotautomation testing
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digital bankingsalescommunicationpresentationinsurance
Relationship Manager-Business Banking-Affluent-Priority-Regional sales
Kotak Mahindra Bank · pune, IN
customer servicesalesrelationship managementbusiness developmentportfolio management
Relationship Manager-Business Banking-Affluent-Priority-Regional sales
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customer servicesalesrelationship managementbusiness developmentportfolio management
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salescustomer-acquisitionrelationship-managementbankingcommunication
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investmentportfolio managementfinancial analysiswealth managementclient relations
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salesfinanceinvestmentstrategycommunication
Investment Portfolio Counsellor
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investmentportfolio managementwealth managementfinancial analysisclient relations
RSK-Central Risk
Nomura · mumbai, IN
risk managementdata analysispresentation skillsstakeholder coordinationexcel