VIJAYVIR BAJWA
SINGAPORE
Summary
Dedicated and enthusiastic banking professional, fifteen years of experience in retail banking. With proven track record in Banking/ Sales work enabled me to develop understanding in acquiring affluent clients, managing offshore customer and RNF certified for wealth advisory in Singapore. Team management Skills, handling retail branch Operations, AML, CDD control, Risk assessment, Communication, Campaign planning and Building trust among internal and external stakeholders, Customer relationship management and capitalizing cross sell opportunities.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Sr. Relationship Manager, GSAM team – Grade M19
Standard Chartered Bank (Singapore) LTD
Singapore
09.2023 - Current
- Overachieving my sales target.
- Travelling to Jakarta, Indonesia every quarter
- Market Outlook, lifestyle events in Indonesia and Dubai asmy focussed offshore markets
- Focussed for onboarding Priority private customer for wealth prospects
- Managing AUM for more than 250 million
- Performing quarterly portfolio reviews for more 200 customers.
Senior Relationship Manager, Int’l Clients – Grade M18
Standard Chartered Bank (Singapore) Ltd
Singapore
12.2018 - 09.2023
- Achieving sales target for wealth products – FX, Unit trusts, bonds, structure products, life insurance, medical insurance
- Conduct proper Risk assessment for offshore clients as per Cross border engagement rules and group guideline
- Establishing cross border referral program with Indonesia and India markets
- Onboarding Priority customer for wealth prospects
- Managing AUM for more than 100 million
- Performing quarterly portfolio reviews.
Senior Business Development Manager, Int’l Clients
Standard Chartered Bank (Singapore) Ltd
Singapore
05.2016 - 11.2018
- Engage NRI - HNI Affluent clients via leads sourced from events, India referrals
- Ensure CDD control is in Place while onboarding Client
- Conduct proper Risk assessment for offshore clients as per CER and group guideline
- Establishing cross border referral program with Indonesia and India markets
- Generating Revenue with investment advisor/ RM engagement
- Biz travel to Jakarta once every quarter for client meetings
- Engagement with local associations like Singapore KHALSA Association - for referrals
- Achieving the scorecard targets by acquiring NTB numbers, Revenue from referral sales.
Sr. Relationship Manager and acting Backup Branch Manager at Grade - Band 7
Standard Chartered Bank – Jalandhar Branch (Punjab)
Jalandhar
02.2010 - 05.2016
- Handling NRI client portfolio for cross selling Mutual Funds/ Life insurance
- Acquiring NRI/ HNI client for wealth portfolio solutions
- Branch team handling for driving sales revenue (in capacity of backup BM)
- Handling branch operations: Cash reports, NR reports
- Handling existing portfolio of NRI/ Priority clients for Wealth Management/ portfolio reviews
- Acquisition of new to bank NR/ Priority clients for wealth products
- Selling of revenue products: Life insurance and General Insurance.
Officer- Sales
Standard Chartered Bank
Jalandhar, Punjab
02.2004 - 12.2006
- Promoted to Sr
- Sales- Officer with aggregate annual target achievement of 150%
- Promoted to Assistant Manager (8b-level) with Outstanding Performance throughout year
- Qualified in STAR CIRCLE program of Standard Chartered based on performance parameters, interaction with Top Management, career counselling with HR, short assignments and certificate of achievement duly signed by Country Head
- Only One to Qualify In this program from STANDARD CHARTERED- Punjab
- A program comprising of top 5 percent of performers from PAN India liabilities sales team.
Education
MBA – Marketing -
Apeejay Institute of Management – Jalandhar, Punjab (India), Punjab Technical University (PTU)
06.2004
B.C.A (Bachelor of Computer Application) -
Apeejay College of Fine Arts – Jalandhar, Punjab (India), Guru Nanak Dev University (GNDU)
04.2002
Skills
- Customer Engagement
- Customer interaction
- Public Speaking
- Strategic Planning
- Client rapport
- Portfolio Management
- Teamwork and Collaboration
- Excellent Communication
Certification
07/12/17, 07/14/17, Advanced-Spreadsheet Functions (Microsoft Excel 2013), ICDL Asia
Personal Information
Date of Birth: 11/25/80
References
Available upon request
Timeline
Sr. Relationship Manager, GSAM team – Grade M19
Standard Chartered Bank (Singapore) LTD
09.2023 - Current
Senior Relationship Manager, Int’l Clients – Grade M18
Standard Chartered Bank (Singapore) Ltd
12.2018 - 09.2023
Senior Business Development Manager, Int’l Clients
Standard Chartered Bank (Singapore) Ltd
05.2016 - 11.2018
Sr. Relationship Manager and acting Backup Branch Manager at Grade - Band 7
Standard Chartered Bank – Jalandhar Branch (Punjab)
02.2010 - 05.2016
Officer- Sales
Standard Chartered Bank
02.2004 - 12.2006
MBA – Marketing -
Apeejay Institute of Management – Jalandhar, Punjab (India), Punjab Technical University (PTU)
B.C.A (Bachelor of Computer Application) -
Apeejay College of Fine Arts – Jalandhar, Punjab (India), Guru Nanak Dev University (GNDU)