Manny(Maninder) Singh

Experience

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  American Express

  Jul 2006 - Jul 2007

  Customer Focused Sales Consultant

  Providing service to card members resolving all of queries and concerns.Cross-selling American Express products to High Value and Core segment of clients.As a sales and quality lead conducting side by side sessions with team members and providing feedback towards their development.

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  Citibank India

  Aug 2007 - Oct 2008

  Relationship Manager

  Responsible for acquisition of Citigold Banking clients and Platinum Cards.Building and maintaining relationship with clients and referring them for their Insurance, Investment, Foreign Exchange and Mortgage requirements.

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  Royal Bank of Scotland

  Oct 2008 - Aug 2010

  Wealth Manager

  Managing a base of HNI clients and advising on portfolio asset allocation across asset class debt, equity, venture/private equity funds, structured products, offshore investments, life & non life insurance.

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  Religare Macquarie Private Wealth

  Aug 2010 - Oct 2011

  Senior Manager - Private Clients

  Providing financial services solutions to protect and grow client wealth by solving complex needs about investment planning. Conducting comprehensive review of client portfolios and creating financial plan considering their financial objective, disposable income and risk profile.Adept at understanding of wide range of investment vehicles, including mutual funds, equities, fixed income, structured products, commodities, currency derivatives, offshore investments, private equities/ VCF, etc.Advising clients on the Life Insurance, General Insurance and Annuity needs and also updating clients on the market dynamics and suggested equity strategies as per In-house research. Show less

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  Standard Chartered Bank

  Nov 2011 - Nov 2014

  Treasury Specialist

  Responsible for driving FX sales business across 20 Branches for the region.Effectively managing stakeholders and marketing treasury product offering e.g. Spot FX,FX derivatives and FCNR with forwards.Monitoring client base and performing relevant analysis to increase client penetration.Training Relationship Managers and Service managers on the product and service delivery.

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  ANZ

  Feb 2015 - now

  Corporate & Commercial Banking

  • Associate Director, Institutional

    Mar 2021 - now

  • Product Manager - Cross Border Payments

    Oct 2018 - Mar 2021

  • Assistant Manager - International Business

    Jul 2016 - Oct 2018

  • Account Services Officer

    Feb 2015 - Jul 2016