Pearl F Navin
Investment Advisory and Customer Success Lead at hrtech.sg- Claim this Profile
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Topline Score
Bio
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Credentials
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Advanced Certificate in Governance ,Risk and Compliance
International Compliance AssociationSep, 2014- Sep, 2024 -
Financial Markets
Yale UniversityApr, 2014- Sep, 2024 -
Capital Markets & Financial Advisory Services (CMFAS)
IBFSG - The Institute of Banking & Finance Singapore
Experience
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Investment Advisory and Customer Success Lead
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May 2022 - Present
hrtech.sg is a Singapore headquartered market development and analyst firm that tracks the Singapore HRTech market segment closely. We think of ourselves as being a ‘Super App for HRTech’ - we encourage Enterprise HR Teams (large, medium and small) to adopt the right HRTech solutions. We closely track and share Global & local Industry Trends and Insights , hrtech.sg is a Singapore headquartered market development and analyst firm that tracks the Singapore HRTech market segment closely. We think of ourselves as being a ‘Super App for HRTech’ - we encourage Enterprise HR Teams (large, medium and small) to adopt the right HRTech solutions. We closely track and share Global & local Industry Trends and Insights ,
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Motilal Oswal Financial Services Ltd
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India
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Financial Services
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700 & Above Employee
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Appointed Representative
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Feb 2021 - Present
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Country Representative
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Mar 2018 - Dec 2020
• Business development of masterbatch & polymers to plastic manufacturers in Singapore & Myanmar. • Business development of masterbatch & polymers to plastic manufacturers in Singapore & Myanmar.
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Channel Partner
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Feb 2017 - Feb 2018
• Business development of work-wear apparels to Quick Service Restaurant (QSR) companies like Pizza Hut, McDonalds, KFC and hotel chains like Accor Group, Ritz Hotels and Shangri-La Group • Business development of work-wear apparels to Quick Service Restaurant (QSR) companies like Pizza Hut, McDonalds, KFC and hotel chains like Accor Group, Ritz Hotels and Shangri-La Group
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HSBC
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United Kingdom
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Financial Services
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700 & Above Employee
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Vice President - Branch Manager
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Feb 2008 - May 2011
• • As a Branch Manager, managed overall sales and operations. • To run the Branch as a Profit centre for operational success. • Received HSBC award for Best Branch - Leader of the Year • Recognised for Improvement of brand profitability (Cost to Income Ratio).
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Vice President - Senior Premier Relationship Manager (SPRM)
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Feb 2006 - Mar 2008
• As Senior Premier Relationship manager, analysed clients’ financial information to advise best approach to meet their financial objectives • Tracking, monitoring portfolios of HNIs and evaluate opportunities for cross selling other asset products like cards, Mortgage Loans. • Ranked amongst Top 5 RMs in HSBC India • Acquired 100+ profitable HNIs
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Citibank India
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India
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Banking
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Relationship Manager
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Jun 2003 - Feb 2006
• Acquisition and Relationship Management of High Networth Individuals (HNI) across Savings and Current/Business accounts • Build the Liability Book and increase Assets under Management (AUM) • Analysed clients’ financial information to advise best approach to meet their financial objectives. • Increased the Liability Book by 35% and Funds Under Management (FUM) by 60% • Ranked amongst the top 10 RMs in Citibank India • Acquisition and Relationship Management of High Networth Individuals (HNI) across Savings and Current/Business accounts • Build the Liability Book and increase Assets under Management (AUM) • Analysed clients’ financial information to advise best approach to meet their financial objectives. • Increased the Liability Book by 35% and Funds Under Management (FUM) by 60% • Ranked amongst the top 10 RMs in Citibank India
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Huhtamaki India
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India
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Packaging and Containers Manufacturing
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700 & Above Employee
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Deputy Manager-Key Accounts
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Jun 2000 - May 2003
• Co-ordinated with technical & marketing teams in servicing Unilever account. • Achieved annual sales equal to 10% of company turnover. • Co-ordinated with technical & marketing teams in servicing Unilever account. • Achieved annual sales equal to 10% of company turnover.
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Education
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K J Somaiya Institute of Management
Master of Business Administration (MBA), Marketing -
St. Xavier's College
Bachelor of Science (B.Sc.), Life Sciences and Biotechnology