Jasvinder Kamra AdFP, DFP

Experience

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  HSBC

  Oct 2007 - Dec 2015

  | Manage Top/Mid Tier Customer Relationships including Business | Over USD 50Mn Assets Under Advisory | Financial Planning | Senior Lender | Client Focus advice | Client counselling | Credit appraisals | ▪ Nurture and maintain credible and long-term relationship with premier/private clients by acting as a single point of contact for reliable and proactive delivery of banking and wealth management services. ▪ Provided personal advice to Premier/private Customers, develop, implement & review client’s financial plans.▪ Helped clients fulfill their lending needs through bank’s home lending solutions.▪ Managed and grown relationships and investment portfolios for over 100 top tier clients.▪ Help clients identify their needs, help them prioritize the needs through strategic financial planning reviews.▪ Provided client focused and client centric solutions to fulfill client needs and always endeavored towards becoming their trusted adviser. Manage client expectations, keep them informed and be always available for them.▪ Acquire new clients through networking, build referral network, community events and research. Educate and cultivate prospective customers on banking, wealth products.▪ Work with team in a collaborative manner to ensure clients’ needs are proactively met, which included the deal team, service managers and other member of team.▪ Maintained healthy score >90% on client service satisfaction feedback obtained once in quarter.▪ Conducted due diligence which included maintaining anti-money laundering (AML) controls, ensuring cross border compliance and uphold sanctions controls for all clients onboarding and ongoing transactions to mitigate risk to business.Significant Highlights & Achievements:✪ Key Achievements & Performance Recognitions✪2015 - Recognized as Compliance Champion, the story was chosen to be published on ‘HSBC Now’ global channel.✪2015, 2014, 2013 – Recognized as Top League Banker based on KPI Average & Customer Satisfaction Score. Show less ▪ Nurture and maintain credible and long-term relationship with premier customers by acting as a single point of contact for reliable and proactive delivery of banking and financial planning services. ▪ Provide personal advice to Premier Customers, develop, implement & review client’s financial plans.▪ Help clients fulfill their lending needs through bank’s home lending solutions.▪ Manage and grown relationships and investment portfolios for over 250 client relationships with Assets Under Advisory of more than USD 10Mn. ▪ Help clients identify their needs, help them prioritize the needs through strategic financial planning reviews.▪ Provide client focused and client centric solutions to fulfill client needs and always endeavored towards becoming their trusted adviser. Manage client expectations, keep them informed and be always available for them.▪ Acquire new clients through networking, build referral network, community events and research. Educate and cultivate prospective customers on banking, wealth products and services offered by the bank.▪ Work with team in a collaborative manner to ensure clients’ needs are proactively met, which included the deal team, service managers and other member of team.▪ Conducted due diligence which included maintaining anti-money laundering (AML) controls, ensuring cross border compliance and sanctions controls for all clients onboarding and ongoing transactions to mitigate risk to business.Key Achievements & Performance Recognitions❖ 2011, 2012 and 2013 -Recognized as top league sales performer at international and national conferences for Home lender award, Insurance sales & Investments sales.❖ 2013 - ‘Treat Customers Fairly’ Award and Semi Finalist at HSBC Mastermind Quiz Contest. Show less ▪ Proactively manage relationship with advance customers by acting as a single point of contact for reliable and proactive delivery of basic banking service which included sourcing new advance accounts, building deposits & cross sell through internal referral. ▪ Helped clients identify their lending needs through regular interactions with clients visiting branch and tele calling.▪ Help clients identify their needs, help them prioritize the needs and refer them to financial planning managers.▪ Provided client focused and client centric solutions to manage client expectations, keep them informed and be always available for them.▪ Acquire new clients through networking, build referral network, community events and research. Educate and cultivate prospective customers on banking, wealth products and services offered by the bank.Key Achievements & Performance Recognitions❖ Featured in ACE League 2008, 2009, 2010 for Home lending and Insurance sales. Show less

  • VP & Sr Premier Relationship Manager

    May 2012 - Dec 2015

  • AVP, Premier Relationship Manager

    Jul 2010 - May 2012

  • Assistant Manager, Personal Banker

    Oct 2007 - Jun 2010
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  Reliance Capital | Reliance Group

  Dec 2015 - Sept 2017

  Private Client Banker (Private Banking)

  Position: Senior Associate Director Provide best in class Wealth advice & Customer ExperienceA client focused individual with strong client relationship management skills, good communication skills, ability to obtain quality of information to support decisions, establish and maintain a deep understanding of clients’ circumstance, priorities ambitions and needs to provide customer centric advice, thorough professional sufficiently informed and aligned to deliver an exceptional client service.Provide Investment advice an assigned portfolio of high net worth clients. Maximise client satisfaction with an objective of becoming their trusted advisor and maintain client advocacy. Provide Private Bank unique, value-added client experience in the development of integrated financial solutions to meet client needs. ▪ Acquire and grow Private Banking Qualified Accounts. Provide comprehensive personal advice based on current and future needs, develop financial plan, implement it and perform annual review. ▪ Advice includes, mutual funds (managed investments), RE based Alternate Investments (REITs), Derivative based AIFs, Global Managed Investments, Fixed Income, taxation planning and estate planning/trust services. Manage clients margin lending facilities, fulfill client home lending needs.▪ Acquire and develop Home/Investment lending book through referral network and undertake quality conversations with customers to identify the solution that is in their best interests.▪ Advice and manage portfolios of Family Offices of High Net-worth Individuals (HNI), Corporate Treasuries and Trusts to, managed investment assets in excess of USD 3 Million per client.▪ Collaborate with internal departments to execute transactions, set up client accounts to make the onboarding a great experience for clients. Collaborate with external people like clients Tax Consultant and other advisors. Enhanced product knowledge. Show less

• 

  National Australia Bank

  Sept 2017 - Jan 2019

  Banking Adviser/Home Lending Specialist

  Managing & Growing Branch Lending Book.• Providing on-going feedback, training, development and support to strengthen and enhance skills & knowledge of Tellers and Personal Lending Advisors in branch.• Conduct pro-active activity to acquire new clients and Mortgage Introducer's to NAB• Increasing the growth and managing the retention of a consumer lending portfolio of the Branch.• Maintain branch NPS score, compliance and ensure customers are educated to have a smooth transition to smarter banking.• Hold Inspire to Protect conversations with all customers to ensure each customer understands the benefit of mortgage and various other protection solutions.• Endeavor to refer all customers to a NAB Financial Planner for their comprehensive personal advice based conversations for their current and future needs, boldly backing them to understand, create, protect and transfer their wealth.• Maintain customers best interest in all the dealings and follow responsible lending guidelines.• Ensure all training and CPE points are maintained towards the RG146 Tier 2 certificate.▪ Interview prospective customers to understand their lending needs. Show less

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  Bankwest

  Jan 2019 - now

  Sydney/Canberra Private Banker at Bankwest Private Banking▪ Manage diversified portfolio of 90 Private Banking Customers▪ Provide ongoing exceptional service experience to assigned portfolio of Private Banking Clients ▪ Expert dealing in complex lending applications, specializing in Medical Professionals & family trust lending▪ Build strong relationship with all stake holders and referral partners to grow the book▪ Have an ongoing conversation with portfolio customers to uncover their needs and understand what drives those needs. This help me have deep understanding of my clients and what’s important to them so that I can support them better. ▪ Provided client focused and client centric solutions to fulfill client needs and always endeavored towards becoming their trusted adviser. Manage client expectations, keep them informed and be always available for them▪ Maintain customer best interest in all dealings and follow responsible lending guidelines and BCOP▪ Manage & Support Sydney/ACT brokers to help in their Private Customer lending needs ▪ Ensure all trainings and CE points are maintained towards the RG146 Tier 2 certificate ▪ Maintain portfolio NPS score and monthly portfolio compliance Show less Sydney/Canberra Private Banker at Bankwest Private Banking▪ Manage diversified portfolio of 90 Private Banking Customers▪ Provide ongoing exceptional service experience to assigned portfolio of Private Banking Clients ▪ Expert dealing in complex lending applications, specializing in Medical Professionals & family trust lending▪ Build strong relationship with all stake holders and referral partners to grow the book▪ Have an ongoing conversation with portfolio customers to uncover their needs and understand what drives those needs. This help me have deep understanding of my clients and what’s important to them so that I can support them better. ▪ Provided client focused and client centric solutions to fulfill client needs and always endeavored towards becoming their trusted adviser. Manage client expectations, keep them informed and be always available for them▪ Maintain customer best interest in all dealings and follow responsible lending guidelines and BCOP▪ Manage & Support Sydney/ACT brokers to help in their Private Customer lending needs ▪ Ensure all trainings and CE points are maintained towards the RG146 Tier 2 certificate ▪ Maintain portfolio NPS score and monthly portfolio compliance Show less

  • Senior Private Client Manager

    Jul 2021 - now

  • Private Client Manager

    Jan 2019 - Jul 2021