Deepika Uttamchandani

Experience

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  ABN AMRO Bank

  Apr 2006 - Jan 2007

  Customer Service Officer

  » Key Responsibilitieso Served as a key facilitator to clients for an umbrella of banking products & services. o Advised existing and potential clients on consumer and business banking services. o Worked on the bank’s electronic system to execute daily client requests for new accounts, fund transfers, deposits, FX transactions, etc. o Managed client requests by liaising with respective departments within agreed TAT. o Communicated MIS-generated ageing and performance reports to line managers for review. Show less

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  HSBC

  Sept 2007 - Apr 2011

  Premier Relationship Manager

  » Key Responsibilitieso Facilitate financial advisory support to high-net-worth clients.o Advising clients on structured products/notes, bonds, open ended funds, hedge funds, insurance, foreign exchange supported with investment analysis.o Regular portfolio management & analysis for clients.o Exploring new opportunities in sales and identifying high net worth clientele base (Individuals & Corporate) in Middle East.o Managed an AUM of over USD 5 Million.

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  MetLife

  Sept 2012 - Sept 2019

  Insurance Specialist

  Key Account: Emirates NBD | Nov’2015 to Sep’2019» Collaboration between MetLife and ENBD - Insurance and Investments.» Key Responsibilitieso Plan and provide leadership direction to the direct sales force on the acquisition & retention activities in order to build and support a superior customer service environment within the team, and contribute to the company's revenue.o Responsible for identifying and managing sales opportunities, building an in-depth understanding of clients.o To provide training and coaching to Retail Banking Executives o Managing a team of 30 Retail Banking Executives accountable to increase the overall department share in insurance and investment sales.o Create wealth opportunities through our carefully selected and developed investment funds that meet the client’s financial goals.o Preparing sales related reports including daily/weekly call reports, sales projection report, as well as monthly sales plan.Key Account: Standard Chartered Bank | Sep’2012 to Oct’2015» Key Responsibilitieso Build, develop and manage SCB - an exclusive local channel partner with MetLife.o Propose and plan promotions/contests/budgets for channels to increase the market share and promote sales.o Create mind space and product recall among the channels to strengthen brand loyalty and relationship value, playing a key role in managing expectation.o Training the channel on product specifications to ensure the product presented to the client is compliant. Show less

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  Reem Finance PJSC

  Feb 2020 - Apr 2021

  Relationship Manager - Corporate | Bancassurance RM

  Product Range: Corporate (SME) Accounts – Liabilities and Assets, Wealth Management, Insurance (LI & GI)» Key Responsibilitieso Source and manage SME/Corporate Accounts – Liability & Asset Products.o Wealth Management – Investments, Insurance, bonds.o Provide Corporate Clients with Individual and Corporate Investment Solutions.o Active engagement and collaboration with U/HNI Clients – Individual & Corporate.o Engagement with Product Partners – JVs and TPP (Insurance & Investments).o Maximum penetration of products and services to the customer base.o Ensure continuous enhancement of MIS and management of information.o Build relationships with C Level and key personnel – Key Corporate/SME Accounts.o Conduct regular client meetings for portfolio reviews and new investment proposals. Show less

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  Oman Insurance Company

  Jun 2021 - May 2022

  Exec Business Development Manager

  Product Range: Insurance & Risk management solutions, Corporate & Individual SavingsCustomer Base: Corporate, SME and Individual Clients Customer Base: Corporate, SME and Individual Clients» Key Responsibilitieso Active Service Selling – Managing a team of RMs, Sr. Consultants and Consultants.o Direct Sales – Corporate, SME and Individual clients.o Target Conscious – Qualitative & Quantitative.o Client Servicing – Product enhancement & Claims Management.o Deliver highest levels of responsiveness for retention of both Revenue and Base.o Maintain the highest level of risk mitigation through proactive client account management. o Partnering with compliance and product teams to innovate around our platform to minimize friction for clients and experts.o Manage MIS/Reports/Presentations – Internal and External. Show less

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  Bank of Singapore, Asia's Global Private Bank

  Feb 2023 - Aug 2024

  Assistant Relationship Manager

  » Client & Account Servicing: o Assist Relationship Managers in expanding and managing client portfolios. o Facilitate the opening of new accounts and manage KYC updates for NTB (New to Bank) clients. o Conduct due diligence for NTB and UHNW (Ultra High Net Worth) clients. o Perform Enhanced Due Diligence (EDD) to assess the legitimacy of wealth for UHNW clients. o Ensure timely completion of KYC updates for existing clients with no overdue cases. o Process investment orders and notify clients once their orders are executed. o Communicate corporate actions to clients and handle their decision-making processes. o Process client remittances and security transfer instructions.» Periodic Operations: o Account & Credits: Complete periodic account and credit reviews, including updates to credit lines. o Loans & Deposits: Manage loan and deposit bookings, including rollovers. o Transactions: Ensure all transactions comply with bank policies and regulations. o Identify and escalate any suspicious activities or potential risks in accordance with procedures. o Coordination: Collaborate with product teams, operations, and other departments as needed. o Quality & Compliance: Adhere to internal control standards and ensure deadlines are met. o Process Improvement: Contribute to the continuous improvement of bank procedures and operations. Show less