Experience

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  Inacta Ventures

  • Zurich, Switzerland

  • Business Development Executive

    • May 2024 - Present
    • Zurich, Switzerland

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  Backed Finance AG

  • Zug, Switzerland

  • Business Development Manager

    • Sep 2023 - May 2024
    • Zug, Switzerland

    Backed is a Swiss company bridging real-world assets on-chain. We issue ERC-20 tokens that track the value of real-world assets, such as Bonds, Stocks orETFs. - Tokens are issued in compliance with the Swiss DLT act- Tokens are freely transferable across wallets- Tokens are fully collateralized by the underlying asset and held in Custody with Swiss Banks

• 

  G-20 Advisors AG

  • Zurich, Switzerland

  • Business Development and Onboarding

    • Jan 2021 - Jul 2023
    • Zurich, Switzerland

    • Actively finding new clientele for OTC and Market Making services for Crypto Token Projects • Onboarding various company entities onto Exchanges, Banks, and liquidity providers as well as onboarding clients to G-20• Attending Crypto and Blockchain conferences and introducing prospects to the services of G-20 Advisors.

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  Credit Suisse

  • Zürich Area, Switzerland

  • Private Banking Relationship Manager

    • Jul 2018 - Sep 2021
    • Zürich Area, Switzerland

    • Managing a client book with 250M CHF AUM covering mainly UK RD and UK RND clients• Acquired 5 new banking relationships worth 35M CHF of new AUM• Meeting clients face to face and discussing their portfolios with the Investment solutions advisory team and managing all regulatory risk management requirements• Actively growing transactional revenue through FX, Bonds, Equity and Fund instrument sales as well as acquiring net new assets and growing share of wallet

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  Habib Bank A.G. Zurich

  • Zürich Area, Switzerland

  • Senior Relationship Manager - Private Banking

    • May 2014 - Jun 2018
    • Zürich Area, Switzerland

    • Onboarded 120M USD of new Private Bank accounts covering the UK, East Africa & South Africa• Assets under management of 300M USD, worked with the investment research team to provide investment recommendations, including sharia compliant funds• Provided Private Banking client support• Completed extension of client lending proposals, Bank Guarantees and Letters of Credit• Provided up to date investment recommendations for clients including Sharia compliant funds• Updated client KYCs, conducting Enhanced Due Diligence, and re-establishing a relationship with dormant accounts

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  ICICI Bank

  • United Kingdom

  • Relationship Manager - Business, Corporate & Private Banking - Wealth Management

    • Oct 2012 - Mar 2014
    • United Kingdom

    • Responsible for acquiring all new Business & Corporate Bank accounts in the entire Midlands region (300 clients), administrated NRI Private Banking client’s queries relating to their portfolio• Liaised with prospective clients and initiated Commercial Loans &Trade Finance products such as Letters of Credit , strategically initiated sales of Bonds for parent company ICICI Bank India

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  Capital Investment Consultants/ IIMG

  • Russia, Kazakhstan, HK

  • Business Development Manager - Wealth Management

    • Jan 2009 - Sep 2012
    • Russia, Kazakhstan, HK

    • Exposure of Face-to-face sales of Offshore Investment Plans (e.g. Guernsey) where regular saving plans were typically over 1K+ USD p/m and 250K+ for Lump sum investments• Administration of Investment portfolios while supporting HNI’s make a wide range of investments for Retirement Pension Planning, Education Fee Planning, Lump Sums, Structured products• Regularly booked 10 new qualified leads a week for the CEO and wrote financial proposals for prospective clients, promoted products from some of the world’s largest insurers: Hansard, GeneraliLocations worked in include Russia, Kazakhstan, India and Kenya