Rohit Dwivedi

Experience

• 

  ING Vysya Bank

  Mar 2014 - Oct 2015

  Assistant Sales Manager

  Develop and oversee relationships with high-net worth clientele.Conduct comprehensive review of client portfolios, including meeting with clients, acquisition, cross sales etc.

• 

  RAKBANK

  Oct 2015 - Jun 2019

  1. Actively involved in understanding customers' financial needs. 2. Providing customers with timely information, advice and recommendations tailored to their financial needs. 3. Trained to advise customers on a wide array of consumer banking products including investment, wealth insurance product & assets. Develop the sales plan and acquire the new clients for assets products.

  • Senior Sales Specialist

    Jan 2019 - Jun 2019

  • Relationship Officer

    Oct 2015 - Jan 2019
• 

  ICICI Bank

  Jul 2019 - Dec 2019

  Wealth Manager

  I had meticulous experience with HNIs. I were able to manage multi task efficiently like - Client services,Financial advisory and new client on board.

• 

  St. James's Place Wealth Management – Asia

  Jan 2020 - May 2021

  Partner

  • Actively identify prospects (HNIs) and establish contact with them/convert prospects into clients.• Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation.• Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. • Apply an in-depth level of knowledge in key investment and financing products.• Develop tailored solutions that address clients’ investment risk management and financing/liquidity needs.• Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.• Demonstrate strong commitment to team success and place team goals above personal achievement. • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding SJP Group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.St James's Place is top 100 FTSE company (London Stock Exchange).Managing in excess of 700000 clients worldwide.Contact - +6587896090Mail - Rohit.Dwivedi@sjpp.asia Show less

• 

  Globaleye

  Jun 2021 - Oct 2021

  Private Wealth Manager
• 

  Abu Dhabi Commercial Bank

  Apr 2022 - Jun 2024

  Privilege Relationship Manager
• 

  Standard Chartered

  Jun 2024 - now

  • Associate Director

    Jun 2024 - now

  • Associate Director

    Jun 2024 - now