PRATIK SINGH

Villa **, *th Street, Meadows *, Emirates Living, Dubai,

United Arab Emirates

P.O. Box No.:113048

acfx1w@r.postjobfree.com

+XXX-XX-XXXX530

DOB: 23/05/1987

ACADEMIC BACKGROUND

Post Graduate Diploma in Business Management (PGDBM) from Foundation for Liberal and Management Education (FLAME), Pune, India 2009-2011

Major: Finance; Minor: International Business {CGPA: 7.88}

Bachelor of Management Studies (B.M.S) from S.I.E.S CCE affiliated to Mumbai University, 2005-2008

Elective 1 : Special Studies in Finance; Elective 2 : International Finance

EMPLOYMENT HISTORY

STANDARD CHARTERED BANK, Mumbai

Relationship Manager-Preferred Banking May, 2013 - May, 2014

Managed a cumulative client asset book of $ 12 million.

Offered Investment advisory services to Preferred clientele.

Met monthly acquisition target for liability sales.

Initiated credit proposals for high net worth individuals to deepen their relationship.

Handled NR priority clients for service needs in India.

Assessed risk return expectations to recommend solutions optimally suited to client needs.

Updated and maintaining a comprehensive database on Preferred.

Created and maintained hype and enthusiasm among all branch employees to generate and convert customer/referral leads.

Acquired, developed and maintained banking relationships with a select group of UHNI clients.

Increased the wallet share of the customer by strengthening existing client relationships.

Focused on higher revenue generation.

Used existing social and professional network to generate references.

Acquired customers and deepen the existing HNI client relationships.

Cross-Sold Existing bank/third party products to Preferred clients.

Coordinated with other group companies to provide seamless access to their product lines.

Conceptualized regular events to retain and acquire customer by generating references.

KOTAK WEALTH MANAGEMENT (Pvt. Banking Division of Kotak Mahindra Bank), Mumbai

Deputy Manager-Client Acquisition September, 2011 ? May, 2013

Expertise in generation of leads of UHNI's with invest-able surplus of > $ 1 million and arranged an interface with them.

Acquired 8 clients worth a total of $ 14 million during my tenure.

Managed assets worth $ 2 million.

Earned mandates to open Estate Planning Trusts.

Involved in generating reports and presentations for clients in consultation with a senior banker of the firm.

Met clients in conjunction with different department heads of the bank to cross-sell on Credit, Estate Planning, CASA banking, Family Office, Forex, Trade Financing, Real-Estate Funds and Private Equity Funds.

Handled extensive documentation of Corporate and Investment A/c's.

Liaised with group / non-group entities to generate future business.

Interacted with the Servicing team to consummate the documentation.

INTERNSHIPS & PROJECTS

FRANKLIN TEMPLETON INDIA December, 2012

A two-day product training to ?protect the client from his own investment inhibitions?.

KOTAK MAHINDRA BANK (PRIVY LEAGUE) May, 2010 - June, 2010

Servicing of existing HNI accounts at the Hiranandani, Powai Office.

SPECTRUM NETWORKS FZ LLC (Dubai Internet City)

Pre-Sales & Business Development Executive May, 2008 - June, 2009

Handled pre-sales for Kaspersky & Juniper.

Shared responsibility for partner events to create opportunities for the corporation to distinguish itself by hosting events which added value on both client and vendor sides.

A 100 marks Dissertation on ?Treasury Management in Banking Operations? in the VIth Semester of my BMS degree. April, 2008

LANGUAGES

English, Hindi, Marathi (Read, Write & Speak), French (Intermediate) & Sindhi (Amateur)

HOBBIES

? World Music

? Backpacking Alone

? Watching Documentaries

? Reading

? Swimming

? Cooking

REFERENCES : ON REQUEST

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