Huzefa Lotiya
rajkot
Summary
Financial Planning, Analysis and client education expert. Managed high net worth portfolios, built strong client relationships. Meticulously carried out strategic planning in counseling for clients.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
YES First Relationship Manager
Yes Bank Ltd
04.2024 - Current
- Develop manage and expand YES First Customer relationships by providing service level which exceeds client expectations of most important customer segment for the bank.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
NRI Relationship Manager
Axis Bank Ltd.
01.2023 - 03.2024
- Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
- Provide Financial investment Solutions to the NRI customers while maintaining high service standards.
- Responsible for expanding the liabilities size of the relationship through balances in current NRI customers' accounts an increasing customer profitability by collecting a larger portion of the wallet.
- Using CRM system to record and track all engagement actions.
- Adhere to KYC/SEBI standards regulations and legislations that govern the bank.
Financial Investment Advisor/Proprietor
Orange Capital
05.2021 - 08.2022
- Established key procedures for teams preparing documentation, models, and presentations.
- Collaborated with a team of financial professionals to develop comprehensive wealth management strategies for high net-worth clients.
- Researched and evaluated potential investment products for clients.
- Educated clients on potential risks and rewards associated with various investments.
Education
MBA - Banking And Financial Services
MITWPU
Pune, India 04.2001 -
BBA - Financial Markets
Marwadi University
04.2001 -
Skills
- Effective Communication
- Business Relationship Manager
- Financial Management
- Presentation Skill
Certification
NCFM- DEPOSITORY OPERATIONS MODULE
Timeline
YES First Relationship Manager
Yes Bank Ltd
04.2024 - Current
NRI Relationship Manager
Axis Bank Ltd.
01.2023 - 03.2024
Financial Investment Advisor/Proprietor
Orange Capital
05.2021 - 08.2022
MBA - Banking And Financial Services
MITWPU
04.2001 -
BBA - Financial Markets
Marwadi University
04.2001 -
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