Experience

Bank of Singapore, Asia's Global Private Bank

• Singapore
• Financial Services
• 700 & Above Employee

• Executive Director - Private Banking

  • Apr 2022 - Present

  Singapore, Singapore A private banker working for one of Asia’s best private banks with experience in Wealth management for close to two decades.

• Director

  • Apr 2018 - May 2022

  Singapore

• Associate Director

  • Feb 2015 - Mar 2018



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Vice President- Team Lead -Offshore Banking -Non Resident Indian Team

  • Feb 2013 - Jan 2015

  Singapore

• AVP- NRI Services-Offshore banking

  • Jul 2009 - Feb 2013

• AVP- Premier

  • May 2007 - Jun 2009

  Being a single point contact and manage relationships with HNI clients of the bank and provide wealth management solutions. Identify clients’ need and cross sell products to achieve business volume and income targets. To manage and acquire new relationships to the bank resulting in an enhanced share of the wallet.

• Financial Planning Manager

  • Jan 2006 - Apr 2007

  To understand customer requirements and offer them customized wealth solutions. Selling of Mutual funds and Insurance to achieve targets through referrals and cold calls.



Citi

• United States
• Financial Services
• 700 & Above Employee

• Junior Processing Officer

  • May 2003 - Apr 2004

  As a JPO, handled the complete backend operations of Mutual Funds for Pan India. Order Processing, Lien Marking being the main Activities. One of the highlights is having handled an NFO from Franklin Templeton all by myself. Have also been part of the team to have moved the systems upgradation to straight through processing.We as a team have also won the “Best Team for the quarter” for two consecutive quarters during the year 2003-04.