ANUP GILL

• Develops a personalized financial plan based on the client’s goals (e.g. retirement, education, estate planning.
• Create and manages investment portfolios tailored to the client’s risk tolerance and objectives.
• Provide a comprehensive financial planning and investment management services, typically to high-net-worth individuals (HNWIs).

• Organized client files in an efficient manner to ensure quick access when needed.
• Identified customer needs, developed customized solutions, and provided knowledgeable advice.
• Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
• Evaluated customer feedback to identify areas of improvement in products or services offered.
• Assessed customer requirements on an ongoing basis in order to provide tailored solutions.

• From 2018 till June 2022 handled client portfolio of investable surplus more than 10 CR Under the banner of Private Banking
• As a relationship Manager I used to take care of the entire relationship of the client with the bank from the business side as well as personal side and provide them with the best of solutions.
• Generated new business and referral clients in partnership with financial advisors and branch team. In addition I use to solicit business and cross sell products .
• Assisted customers with opening accounts and signing up for new services.

Certifications : AMFI & NISM Certified

• Handling portfolio of clients having a TRV of 25 lakhs falling under the Wealth Management Dept.
• Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
• Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Over Achieved year on year targets.
• Had initiated the first FDI deal for the dept.
• Educated customers about Product or Service options and processed purchases.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Assisted customers with opening accounts and signing up for new services.

Certifications : AMFI & NISM Certified.