Experience

• 

  Hero honda motors ltd

  Jun 2004 - Nov 2005

  North zone marketing support

  Assisted the North Zone in marketing initiatives for the company

• 

  Citibank singapore

  Dec 2005 - Jun 2014

  Responsibilities include - 1) Work with the NRI division, which is part of Citibank Singapore Limited 2) Responsible for front end fee, client engagement, Product advisory and Portfolio Reviews of NRI HNIs, based in South East Asia Worked with Citibank in Chennai, India as a Senior Relationship Manager (Citigold) from December 2005 to June 2008.Worked with Citibank India as an Investment & Insurance Counselor from July 2008 till December 2009

  • Investment Counselor, AVP

    Jan 2010 - Jun 2014

  • Senior Relationship Manager

    Dec 2005 - Dec 2009
• 

  Hsbc private bank

  Jul 2014 - Jul 2016

  Associate director

  Responsibilities include - 1) Nurturing existing UHNI client relationships in South East Asia, largely spread across Singapore, Hongkong and Thailand2) Organic growth in new client relationships in South East Asia3) Contributing to sustainable growth in Client Net New Money, Balance Sheet Growth and revenue contribution

• 

  Indosuez wealth management

  Aug 2016 - May 2022

  Responsibilities include - 1) End-to-end management of tagged clients, from ideation to execution, via multi-asset market solutions2) Joint P&L responsibility for tagged clients, and collaborating with RMs for acquiring Net New Assets3) Assessing client objectives, time horizon, expectations and risk tolerance to design bespoke asset allocation strategies for tagged clients4) Assisting the clients and the RMs, via a systematic approach to delivering timely market and portfolio updates5) Maintaining knowledge of competitor investment capabilities, product offering and pricing policies6) Ensuring integrity of the sales process and compliance with all CA Indosuez regulatory policies7) Providing input and support for the development of new business initiatives and product enhancement Show less

  • Senior Investment Advisor, CA Indosuez Wealth Management

    Sept 2018 - May 2022

  • Private Banker

    Aug 2016 - Aug 2018
• 

  Dbs private bank

  Jun 2022 - now

  Investment counselor