Rehan Bagji (CFA) (CISI)

Experience

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  Citi

  May 2005 - Feb 2007

  Account Manager

  Account Manager (GCB Investments & Bancassurance)¬ Worked as an Account Manager and engaged in Investment and banc assurance services.¬ Design and managed portfolios for high net worth individuals.¬ Manage relationship with existing portfolio of high net worth clients with substantial added value in seizing financial opportunities and acquiring new businesses.¬ Responsible for selling existing insurance products-Life Insurance / Pension Plans / child education plans, available from Zurich International Life and American Life Insurance Company to existing and new clients.¬ Also sold mutual funds / RISP/ structured products/Time deposits and recommending different investments strategies depending on clients need.¬ Provide after sales support to existing clientele in order to strengthen client data base through reference selling. Show less

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  Standard Chartered

  Feb 2007 - Aug 2009

  Sr Relationship Manager

  Worked as a Senior Relationship Manager concentrating on Investments and engaged in wealth management and Investment advisory services.Managed a Portfolio of USD 70 millions.Designed and managed portfolios for high net worth clients from all over the world.Managed the Funds diversified in Private Equity, Hedge Funds, Mutual Funds, Structured Notes, Bonds, preferred and saving and investments plans etc. Managed relationship with existing portfolio of high net worth clients with substantial added value in seizing financial opportunities and acquiring new businesses.Maximized revenue of client base by reviewing existing portfolios and initiate ideas in investment strategies. Show less

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  BNP Paribas Priority Banking Dubai

  Sept 2009 - Dec 2010

  Sr Relationship Manager

  Worked as a Relationship Manager for BNP Paribas Priority Banking.Managed the portfolios for high net worth individuals from diversed background.Portfolio Management- diversified in Direct Equity, Hedge Funds, Mutual Funds, Structured Notes, Bonds, preferred, FMPs , saving and investments plans etc. Responsible for managing relationship with existing portfolio of high net worth clients with substantial added value in seizing financial opportunities and acquiring new businesses.Maximized revenue of client base by reviewing existing portfolios and initiate ideas in investment strategies. Show less

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  WEHBE Insurance Services LLC

  Jan 2011 - Oct 2017

  Unit Head - Financial Planning

  Role reports directly to strategic Partner. As an acting Unit Head, I am managing a team of Financial Advisors & Wealth Managers. Responsible for achieving personal targets and team targets as set by the senior management. Responsible to generate revenue across all Insurance & wealth management products.As a direct report to senior management, involved in key strategic business decisions, recruitment process and overall governance of the team.

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  Azizi Developments

  Oct 2017 - Dec 2020

  ¬ Managing & motivating the sales teams to achieve the best results possible.¬ Setting activity and revenue targets for members of the sales teams.¬ Continual training and development of all the members of sales team.¬ Attending the key meetings with sales teams.¬ Working on account management plans with the teams.¬ Identifying key areas for improvement & organising the International road shows.¬ Spotting market opportunities for new clients.¬ Attending monthly meetings with other senior members of the business.¬ All aspects of recruitment and selection for the sales departments.¬ Attending industry events and conferences to generate new business leads.¬ Monthly reporting on sales performance against budget and reporting on variances. Show less

  • Sales Director at Azizi Developments

    Oct 2017 - Dec 2020

  • Office Director at Azizi Developments

    Dec 2018 - Apr 2019

  • Sales Director at Azizi Developments

    Oct 2017 - Dec 2018
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  Next Level Real Estate Dubai

  Nov 2022 - now

  Sales Director