Saneel Gaonkar

Experience

• 

  HDFC Bank

  Dec 2013 - Nov 2015

  Deputy Manager

  •Adjusted portfolio exposures to compensate for market conditions.•Communicated market developments, portfolio changes, and annual performance information to clients.•Managed Corporate portfolios along with High Net-worth Individual portfolios•Managed client investment portfolios by providing one-on-one service by meeting with clients to understand assets, expenses, and long-term as well as short-term investment goals to devise a personalized financial plan.• Lobby Management

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  ICICI Bank

  Nov 2015 - Mar 2018

  Senior Manager - Wealth Management Group

  • Adjusted portfolio exposures to compensate for market conditions.• Communicated market developments, portfolio changes, and annual performance information to clients. • Following a methodological approach in financial meetings Engage - Discover - Advice and Extend• Keeping is regular touch with clients to ensure they remain engaged and keep moving forward• Engage With Clients through Scheduled Meetings• Managed Corporate portfolios along with High Net-worth Individual portfolios• Managed client investment portfolios by providing one-on-one service by meeting with clients to understand assets, expenses, and long-term as well as short-term investment goals to devise a personalized financial plan.• Ensure Anti Money Laundering, KYC, Risk Profiling is followed in the branch Show less

• 

  CIBC

  Mar 2019 - Jan 2025

  • Agile-style financial planning approach to go beyond ‘traditional’ financial planning.• Coach clients in developing customized financial plans with help of Goal Planning charts and analysis , discussed through frequent huddles designed to keep clients both on track and, more importantly, engaged• Building a Dynamic, interactive relationship with the client to make them understand of their own goals, abilities, and circumstances.• Expertly guide clients through the project of planning out their own financial lives, in a much more holistic and nimble approach, because true financial planning is no longer a product; it is a fluid, never-ending project focused on managing change. Show less • Engage with clients through scheduled meetings where focus is on the client’s life • Taking little incremental steps to move forward together with client’s life as the hub, financial products and strategies are relegated to potential tools to be utilized as needed, just like a client's life, the plan is ever-changing based on how life unfolds for the client. • Having quarterly meetings typically focus on investment strategy and their goals, relative performance, and a light review of whether the client is “still on track.”• Following a methodological approach in financial meetingsEngage - Discover - Advice – Extend• Keeping in regular touch with clients to ensure they remain engaged and keep moving forwardEngage With Clients through Scheduled Meetings Show less

  • Assosiate Financial Advisor

    Jul 2021 - Jan 2025

  • Financial Services Representative II

    Mar 2019 - Jul 2021