ARVIND SIVAKUMAR
Summary
- As a post-grad with over 13 years of experience in the financial industry, I have developed the skills and strengths that make me confident to seek a challenging assignment in the field of Client Servicing / Business Development with an organization of repute
- I am a self-motivated team member with strong communication skills and an analytical mind with the ability to think clearly and logically.
Overview
19
19
years of professional experience
Work History
Associate Vice President - Client Servicing
Waterfield Advisors Pvt Ltd
03.2024 - Current
- Coordinated with internal teams to develop customized solutions that addressed unique client requirements.
- Delivered bespoke client servicing solutions, tailoring services to meet specific needs and expectations.
- Demonstrated product features to potential clients, effectively communicating benefits and specifications.
- Developed customized reports for clients, highlighting key metrics and performance indicators.
- Spearheaded client onboarding processes, ensuring a smooth transition, and establishing strong foundational relationships.
- Ensured compliance with health and safety regulations during installation and maintenance activities, prioritizing team and client welfare.
- Facilitated the opening of new accounts, guiding clients through each step of the process.
- Managed a portfolio of premier clients, consistently delivering exceptional service, and exceeding targets.
Associate Vice President - Client Servicing -Wealth Management
Kotak Mahindra Bank Ltd
06.2019 - 03.2024
- Building strong and active relationships with clients.
- Liaising with various stakeholders to provide a seamless blend of investment and banking services to clients.
- Delivering value-added solutions to clients, and promoting improvements, efficiency, and opportunities.
- Ensuring timely and integrated solutions to client issues.
- Active participation in new projects and product development.
Senior Officer, Wealth Management
First Abu Dhabi Bank
Dubai
03.2015 - 04.2019
- Company Overview: Dubai
- Hand-holding clients in resolving queries related to wealth portfolios, products, bank branches, credit, treasury, and compliance
- To ensure adherence to the policies of the bank including KYC & AML
- Coordinating with treasury for carrying out forex trades
- Ensure seamless resolution to client queries and service requirements
- Track performance against target for the sales team, maintain MIS, and provide relevant suggestions to the Unit Manager
- Dubai
Officer
GIC HOUSING FINANCE LTD.
12.2009 - 01.2015
- Appraisal of Housing loan applications
- Recommending business leads
- Building Business tie-ups
- Attending to customer inquiries
- Handling disbursements after sanctioning of loans
Sales Officer - Personal Loans
EMIRATES BANK
Dubai
06.2008 - 02.2009
- Company Overview: Dubai
- Concept Selling through cold calls and references
- Provide Customer service to achieve customer satisfaction and retention
- Identify cross-sell opportunities by participating in company events to generate prospects
- Maintaining daily sales reports
- Dubai
Team Member - Corporate Accounts Payable
JP Morgan Chase
05.2006 - 12.2007
- Processing payments along with quality assurance & releasing payment invoices
- Research analysis & communication with institutional clients
Education
Executive MBA - Marketing
Institute of Technology and Management (ITM)
Kharghar12.2012
Bachelor of Management -
Mumbai University
01.2005
Skills
- Critical thinking and problem solving
- Interpersonal Skills
- Leadership and Teamwork
- Data analytics
- Banking & Finance
- Financial Statement Analysis
- Investment expertise
- Customer relationship management
Timeline
Associate Vice President - Client Servicing
Waterfield Advisors Pvt Ltd
03.2024 - Current
Associate Vice President - Client Servicing -Wealth Management
Kotak Mahindra Bank Ltd
06.2019 - 03.2024
Senior Officer, Wealth Management
First Abu Dhabi Bank
03.2015 - 04.2019
Officer
GIC HOUSING FINANCE LTD.
12.2009 - 01.2015
Sales Officer - Personal Loans
EMIRATES BANK
06.2008 - 02.2009
Team Member - Corporate Accounts Payable
JP Morgan Chase
05.2006 - 12.2007
Executive MBA - Marketing
Institute of Technology and Management (ITM)
Bachelor of Management -
Mumbai University
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