Arti Satiya
private banker
Mumbai
Summary
Experienced with financial planning, investment strategies, and client relationship management crucial for private wealth management. Utilizes comprehensive knowledge of market trends and asset allocation to optimize client portfolios. Track record of fostering trust and delivering personalized financial solutions that align with clients' long-term goals.
I excel in delivering tailored financial solutions while fostering trust and satisfaction among high-net-worth clients.
Overview
18
18
years of professional experience
Work History
Private Wealth Advisor
Axis Bank
03.2023 - Current
- Drove revenue growth by cross-selling, mutual funds,PMS, AIF, insurance, and structured products.
- Demonstrated strong performance in client Acquisition through referral networks , leveraging multiple branches and collaborating with various internal stake holders.
- Over exciting book built and nurtured long-term relationships through trust-building engagements, client events, and periodic financial check-ins.
- Conducted regular portfolio reviews to optimize client returns and ensure alignment with evolving life goals and market dynamics.
- Acquired high-value clients through a mix of referrals, networking, and strategic prospecting, contributing to substantial growth in the liability book.
- Qualified for all the prestigious contest designed by the bank for all the asset classes like insurance , investment and securities .
Citi Private RM
Citi Bank
10.2021 - 02.2023
- Successfully retaining and closely hand holding clients through complex transition - during Citi bank moving out .
- Apart from analyzing , reviewing , growing AUM , generating revenue through different investment asset class , was successfully retaining clients after the exit announcement was made.
- Developed comprehensive wealth management solutions tailored to individual client needs.
- Exceeded annual revenue targets through proactive business development initiatives and strong account management skills.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
- Enhanced client satisfaction by providing personalized wealth management solutions and strategies.
- Qualified for all the rewards and recognition conducted by the bank .
Affluent Wealth RM
Yes Bank
07.2019 - 09.2021
- Served organization motive of building CASA book and TD book.
- Generated revenue through cross-selling of mutual funds, insurance, loans (secured/unsecured), and forex products.
- Successful handled and sailed through Moratorium in 2020.
- Awarded for Pan India hightest Insurance sales and for building highest Demat brokerage book .
Imperia Relationship Manager
HDFC Bank
11.2016 - 06.2019
- Handled over 125 families with a total portfolio size exceeding 300crs under the Imperia Banking division.
- Sourced new business through Geo Mapping, Probe42, internal banking leads, and high-quality referrals
- Successfully catered day-to-day banking requirements.
- Delivered end-to-end client servicing with lending, and insurance solutions tailored to the client life cycle.
Area Sales Manager
Max Life Insurance
04.2014 - 11.2016
- Led a team of 14 members (2 Senior RMs and 12 indirect producers), focused on achieving individual and team sales goals.
- Drove exceptional team productivity by mentoring, developing, and promoting rookies into high-performing relationship managers
- Regularly conducted team reviews and training to improve objection handling, case rates, ticket size, and business quality.
Financial Advisor to Sales Manager
ICICI Prudential Life Insurance
01.2009 - 03.2014
- Started my career as a frontline sales personnel grew within the system to term handling role as a Sales manager .
- This involved lots of learning from individual role to team making and managing.
- Achieved lots of recognition , always over achieved targets and grown YOY .
- Qualified for MDRT'S and on going international Summits and Conclave .
Education
L.L.B - Law
G.J.Adavni Law Collage
Mumbai, India06-2012
Master of Arts - Psychology
N.K. Collage
Mumbai, India04-2008
Bachelor of Arts - Psychology
N.K. Collage
Mumbai, India04-2006
Skills
- Cash flow analysis
- Insurance planning
- Performance reporting
- Retirement planning
- Portfolio management
- Asset allocation
- Financial planning
- Investment strategies
Hobbies
- Travelling - Like exploring different places and culture.
- Glamping - Due to trekking got acquainted to few communities of liked minded people .
- Physical Fitness - has made me disciplined and consistent.
- Enjoy dancing and cooking for my internal peace .
Timeline
Private Wealth Advisor
Axis Bank
03.2023 - Current
Citi Private RM
Citi Bank
10.2021 - 02.2023
Affluent Wealth RM
Yes Bank
07.2019 - 09.2021
Imperia Relationship Manager
HDFC Bank
11.2016 - 06.2019
Area Sales Manager
Max Life Insurance
04.2014 - 11.2016
Financial Advisor to Sales Manager
ICICI Prudential Life Insurance
01.2009 - 03.2014
L.L.B - Law
G.J.Adavni Law Collage
Master of Arts - Psychology
N.K. Collage
Bachelor of Arts - Psychology
N.K. Collage
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