AJIT KUMAR
Summary
Dynamic results-driven and experienced offshore banker with a strong track record of success in the Middle East and ASEAN markets. Seeking a challenging position to leverage my expertise in wealth management, relationship building, and revenue generation.
Overview
17
17
years of professional experience
Work History
Senior Associate Director - Priority Private
Standard Chartered Bank
06.2015 - Current
- Managing a portfolio of high net worth clients from the Middle East and ASEAN regions, with a total assets under management (AUM) of USD 310 million.
- Develop and execute comprehensive wealth management strategies tailored to clients' financial goals and risk tolerance.
- Build and maintain strong relationships with clients, providing exceptional service and proactively addressing their investment needs.
- Collaborate with investment advisors and other stakeholders to offer a wide range of financial products, including equities, fixed income, alternative investments, structured products, mutual funds and credit facilities.
- Consistently overachieved revenue targets through effective client acquisition and cross-selling of bank products.
- Monitor market trends and analyze investment opportunities to offer timely and relevant advice to clients.
- Conduct regular portfolio reviews, ensuring alignment with clients' objectives and risk profiles.
- Stay updated with relevant regulations and compliance requirements to ensure adherence to industry standards.
- Actively participated in industry events and networking activities to expand the client base and enhance the bank's market presence.
Relationship Manager
National Bank of Ras-Al-Khaimah
02.2014 - 05.2015
- Provided comprehensive financial advisory services to high-net-worth clients including client onboarding, portfolio management, and financial planning.
- Conducted in-depth financial analyses, including cash flow analysis, risk assessment, and investment suitability analysis, to develop personalized financial plans.
- Collaborated with team of professionals to offer tax planning strategies, retirement planning advice, and wealth preservation solutions to clients.
- Conducted regular client meetings to review investment performance and provide proactive investment recommendations based on changing market conditions.
Relationship Manager
HDFC Bank
06.2008 - 11.2013
- Assessed client needs and developed plans to adequately address current and future objectives.
- Conducted detailed financial analysis, including company valuations, industry research, and financial modeling, to support investment decision-making.
- Prepared investment proposals, pitch decks, and presentations for client meetings, effectively communicating investment strategies and recommendations.
- Monitored and evaluated investment performance, prepared performance reports, and conducted post-trade analysis to assess investment outcomes.
- Stayed updated on industry trends, regulatory changes, and market developments to provide timely and informed investment insights to team and clients.
Financial Service Consultant
ICICI Prudential
07.2007 - 05.2008
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Education
MBA - Finance
University of Pune
Pune , India06.2007
Skills
- Strong knowledge of Middle East and ASEAN markets, including cultural nuances and investment preferences
- Proficient in wealth management strategies, investment products, and financial planning
- Excellent relationship-building and communication skills
- Proven track record of revenue generation and achieving financial targets
- Analytical and research abilities to identify investment opportunities and manage risk
- Compliance and regulatory knowledge to ensure adherence to industry standards
Accomplishments
- Recognized as top performing NRI offshore relationship manager.
- Exceeded annual revenue target yoy through effective cross-selling and fostering client loyalty.
- Relocated to SCB Singapore from SCB UAE in 2019 under exceptional talent program.
Timeline
Senior Associate Director - Priority Private
Standard Chartered Bank
06.2015 - Current
Relationship Manager
National Bank of Ras-Al-Khaimah
02.2014 - 05.2015
Relationship Manager
HDFC Bank
06.2008 - 11.2013
Financial Service Consultant
ICICI Prudential
07.2007 - 05.2008
MBA - Finance
University of Pune
Similar Profiles
VIJAY SAWLANIVIJAY SAWLANI
Senior Relationship Officer at Ztech Manpower Services-Standard Chartered Bank and Noor BankSenior Relationship Officer at Ztech Manpower Services-Standard Chartered Bank and Noor Bank
Samarth ShenoySamarth Shenoy
Vice President at Standard Chartered BankVice President at Standard Chartered Bank
Sophia O SwaiSophia O Swai
Branch Sales and Service Executive at Standard Chartered BankBranch Sales and Service Executive at Standard Chartered Bank