Experience in managing NRI markets, Client Acquisition Experience, Good understanding and command of Hindi, Account Management of HNW Individuals Experience

client acquisition, Wealth Management, private banking products, compliance and regulatory requirements

Aml, Kyc, Service Operations, banking processes

Private Banking, Wealth Management, Investment Accounts, investment products

Private Banking, identifying new business opportunities, referrals, Analytical Skills, Customer Service, Loans, Adaptability, Finance, Relationship Management, Customer Relationships, Wealth Management, Credit Analysis, Regulatory Compliance

Customer Success, Aml, Bloomberg, Problem Solving, financial regulation, Compliance, Account Management, Investment Risk Management, Reuters, CACS Paper 1 and 2, Kyc, Decision Making, Interpersonal Relationships, Investment products knowledge

insurance investment management, portfolio construction within general accounts, CDD, Kyc, ALM regulatory capital regimes, insurance asset allocation, fundraising coverage of insurance investors, client onboarding

Aml, Kyc, Corporate Banking Products, Microsoft Office Suite