Experience

• 

  Sberbank Private Banking

  • Financial Services
  • 1 - 100 Employee

  • Senior Banker

    • Jul 2021 - Present

  • Investment Advisor

    • Aug 2014 - Present

• 

  Sberbank

  • Moscow, Vavilova 19

  • VIP Client manager at Sberbank First

    • Sep 2012 - Jul 2014
    • Moscow, Vavilova 19

    - Seeking and attracting new clients of “UHNWI” segment- Selling banking, insurance and investment productsAchievements: 2013 best seller of investment products (mutual funds and asset management) at Sberbank in Russia; First place in selling investment products among branch managers 2012 at Sberbank 1; Employee of the month among all “Sberbank 1” branches in Moscow (bank and investment products) 2012; The winner of the competition for the sale of premium debit cards among managers of "Sberbank" in Russia 2013

• 

  Troika Dialog

  • Moscow, Russian Federation

  • Investment Advisor

    • Jan 2012 - Aug 2012
    • Moscow, Russian Federation

    - Seeking and attracting new HNW clients for investment products (brokerage, mutual funds, asset management and structured products);- Development and presentation of investment strategy for voice brokerage clients (using technical and fundamental analysis of securities), assistance in purchase / sale of securities of individual issuers and the client’s full support- Drafting profitable Eurobond portfolios. Clients’ "qualification" for further sailing of securities- Conducting training seminars for clients (groups of 10 people)

• 

  Agana Investment Company

  • Moscow, Russian Federation

  • Head of Group, Sales Department

    • Jun 2011 - Dec 2011
    • Moscow, Russian Federation

    - Actively seeking and attracting new clients in the investment products;- Conducting meetings and presentations;- Manage group of investment advisers: Evaluate the performance of employees who are subordinate; Development and implementation of measures to improve efficiency of employees; Coaching of new employees; Control over the execution of sales plans;- Analysing information and preparing plans best suited to individual client’s requirements;- Designing financial strategies;- Promoting and selling financial products to meet given or negotiated sales targets (mutual funds, asset management, structured products and pension fund);- Monitoring market conditions, individual product performance, and client holdings;- Exceeding the sales and service goals (during 3 months took 1st place in sales among colleagues in the division)

• 

  Bank of Moscow

  • Moscow, Russian Federation

  • Trainee in the “treasury” and analytical department

    • Nov 2010 - Mar 2011
    • Moscow, Russian Federation

    Work with debt securities (bonds), stocks (buy / sell; intraday analysis, short and long term trading strategies). - Implementation of repo agreements - Analysis of structured products (deposit + option)Evaluation of new companies in the consumer sector (facing IPO) on multipliers and DCF model - Preparation of analytical reports. - Analysis of the companies included in mutual funds and proposals to replace the companies' more interesting and promising, based on the structure of the fund

• 

  Bank of Moscow

  • Russian Federation
  • Real Estate
  • 300 - 400 Employee

  • Client Manager

    • Mar 2007 - Mar 2008

    - Selling bank products to retail customers (Mutual funds, Bank deposits, Credit and debit cards)- Customer base development- Maintaining relationships with clients

  • Trainee in the branch

    • Oct 2006 - Feb 2007