Avni Shukla
VP - Wealth Management
Mumbai
Summary
Dynamic and client-focused wealth management professional with over nine years of experience advising high-net-worth individuals across Asia. Currently based in Singapore, certified as an IBF Qualified Investment Manager, and holding the Certified Wealth Manager (CWM) credential. Previously served as Vice President at HSBC in Mumbai, providing bespoke investment strategies and holistic portfolio management solutions to sophisticated clients. Recognised for strong relationship management skills, deep understanding of Asian markets, and a consultative approach that aligns clients’ financial goals with tailored wealth solutions. Passionate about delivering consistent value, nurturing long-term client partnerships, and staying ahead in an evolving financial landscape.
Overview
11
11
years of professional experience
2017
2017
years of post-secondary education
10
10
Certifications
Work History
Associate Director, International Banking
Standard Chartered Bank
02.2025 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Established profitability goals, recognizing wealth management needs and generating new business opportunities.
- Attended and actively participated in client and internal team strategy meetings to coordinate financial planning and wealth management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Created financial models to analyze and evaluate investment strategies.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Helped clients make informed decisions about financial future.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Vice President-Wealth & Premier Banking
The Hongkong and Shanghai Banking Corporation Limited
09.2024 - 02.2025
- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement
- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs
- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solution
Associate Director
Standard Chartered Bank
01.2024 - 08.2024
- Expertise in market analysis and a deep understanding of clients' goals, offering comprehensive financial advice to optimize wealth growth and achieve long-term financial success
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Researched and shared recommendations on stock market trends and economic forecasts to support portfolio decisions
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty
- Handled financial transactions worth over 250 cr
- Monitored, managed and developed investment portfolios
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
- Guiding clients through various financial milestones, such as retirement planning, tax optimization, estate planning and risk management, ensuring long-term financial security
Priority Banking Relationship Manager
Standard Chartered Bank
04.2023 - 01.2024
- Organise client meetings to discuss financial goals, risk tolerance and investment preferences
- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments
- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice
- Evaluate investment opportunities, considering factors like risk, return potential and liquidity
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks
Associate Relationship Manager
Standard Chartered Bank
04.2021 - 03.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Worked with internal departments to facilitate communication and deliver personalized solutions to customers
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Monitored customer feedback and generated reports to identify areas of improvement
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
Branch Sales Service Associate
Standard Chartered Bank
04.2020 - 03.2022
- Managed and evaluated operational processes and procedures to offer retail lending products and services
- Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals
- Built and used effective working relationships across department, functional and geographic reporting lines to share knowledge and achieve common goals
- Provided advice on loans, investments and other bank products
- Identified prospecting approaches to discover potential customers and create opportunities to sell financial solutions and ideas
- Shared, showed and supported clients on variety of technological digital and online tools and resources to explore solutions to achieve financial goals and financial well-being
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues
Imperia Relationship Manager
HDFC BANK
08.2018 - 03.2020
- Generate income by cross-selling products across assets, CASA and third party product segments to customers mapped as per portfolio
- Engagement and connect with the portfolio customers with accurate & complete capture of interaction details
- Promotion of digital platforms to ensure easy access to banking transactions and create awareness of technology enabled initiatives for a superior customer experience
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment
- Coordination with respective team managers, sales managers and complaints managers for 100% accuracy on complaint management and resolution within a stipulated time frame
- Ensure all laid down systems and process are followed as stipulated by audit and senior management
- Adherence to set processes for updating customer interactions in CRM
- Actively listened to customers' requests, confirming full understanding before addressing concerns
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
Marketing Manager
Bose Corporation India Pvt Ltd
07.2016 - 08.2018
- Assessed marketing copy, art comps and final designs and compared with established specifications
- Researched industry and marketplace trends to develop marketing solutions and enhance business operations
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs
- Recruited and hired capable team members to add value and diverse skills set to marketing department
- Utilized market trends and target audience statistics to effectively and appropriately market products
- Organized contacts and orchestrated innovative marketing campaigns to boost awareness, engagement and sales
- Maintained documentation, detailing assignments, in-progress work and completed project milestones
- Generated reports detailing campaign performance, customer engagement and engagement trends
Recruitment Intern
Bharti Airtel Pvt Limited
02.2015 - 07.2015
- Generated specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials and conducting initial interviews and pre-screening assessments
- Leveraged social media platforms and online job boards to advertise open positions and engage with potential candidates
- Followed up with notable applicants sourced via industry-specific pipelines, events and job fairs
- Evaluated strengths and weaknesses of candidates through effective screening processes
- Consulted businesses on successful recruiting and retention practices to help minimize turnover
- Tracked candidates and pushed for feedback on disqualifications, time-to-fill statistics and other variables
Performance Management Intern
Vivanta By Taj
04.2014 - 06.2014
- In Performance Appraisal System and Training and Development of North employees
- Analyzed the effectiveness of different employee engagement activities in the organization
- Conducted the onboarding process in the organization
- Helped in managing both offline and online interviews of the candidate, to help in systematic evaluation of the performance of employees and to understand the abilities of a person for further growth and development
- Suggested the ways to rectifying the loopholes of appraisal system of the organization
- Learnt about overall HR practices of the organization
- Review and retain the promotional and other training programs
- Provide a feedback to employees regarding their performance and related status
Education
MBA - Finance And Human Resources
Jaipuria Institute of Management
BBA - Business Administration And Management
BBD University
High School Diploma -
St. Joseph Senior Secondary School
High School -
St. Joseph Senior Secondary School
Skills
- Stakeholder relationship management
- Managerial finance
- Confidence
- Determination
- Self-motivation
- Strong time management skills
- Ability to work effectively under pressure
- Good numerical skills
- Good IT skills
- Analytical skills
- Problem-solving skills
- Teamworking skills
Certification
Investment Banking and Finance: Private Equity - Udemy
Accomplishments
- Awarded ‘Best employee of the Year' Pan India by Bose corporation for the year of 2017-18.
- An MDRT Singapore winner in the first 6 months of joining the bank (HDFC).
- Won Best employee award in the region for exemplary performance (Wealth Products) in Standard Chartered Bank.
- Promoted twice in the span of 2 years in Standard Chartered Bank.
- Participated as well as won various activities in both the organization.
- Won the Best Business Idea award at the Management Fest in graduation.
- State Level Bharatnatyam dancer.
Additional Information
Issued by Standard Chartered Bank (FY 2021-22) - Highest Revenue Achieved Pan India., Issued by Standard Chartered Bank (FY 2021-22) - Best Employee Pan India., Issued by Standard Chartered Bank (FY 2022-23) - MDRT Achiever within 6 months of joining the Bank., Issued by HDFC Bank (Jul 2019) - Best Employee of the year West., Best Employee India.
Timeline
Associate Director, International Banking
Standard Chartered Bank
02.2025 - Current
Vice President-Wealth & Premier Banking
The Hongkong and Shanghai Banking Corporation Limited
09.2024 - 02.2025
Associate Director
Standard Chartered Bank
01.2024 - 08.2024
Priority Banking Relationship Manager
Standard Chartered Bank
04.2023 - 01.2024
Associate Relationship Manager
Standard Chartered Bank
04.2021 - 03.2023
Branch Sales Service Associate
Standard Chartered Bank
04.2020 - 03.2022
Imperia Relationship Manager
HDFC BANK
08.2018 - 03.2020
Marketing Manager
Bose Corporation India Pvt Ltd
07.2016 - 08.2018
Recruitment Intern
Bharti Airtel Pvt Limited
02.2015 - 07.2015
Performance Management Intern
Vivanta By Taj
04.2014 - 06.2014
BBA - Business Administration And Management
BBD University
High School Diploma -
St. Joseph Senior Secondary School
High School -
St. Joseph Senior Secondary School
MBA - Finance And Human Resources
Jaipuria Institute of Management
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