MOHAN SINGH

• Provided personalized financial advice to over 90 families, achieving 30 % Client satisfaction growth.
• Conducted regular portfolio reviews and rebalanced investments to align with clients` financial goals and risk tolerance.
• Currently managing 60 Cr movable AUM & SIPs 2 Cr per month.
• Responsible for acquiring Solitaire account erstwhile known as black category with1 Cr true RV.
• Opening SME accounts and bringing large corporate relationships to the bank for cross sell opportunities.

• Managed the banking and investment relationships of high net worth individuals and ensured customer satisfaction.
• Hands on experience in core banking, business banking, payments , cards, loans etc.
• Educated clients on financial products, investment opportunities, and market trends to maximize returns

• Provide comprehensive financial guidance to HNI Client focusing on deepening the relationship and retention.
• Products include debt and equity investments, Mutual Funds (Indian Mfs, Savings Plan, Insurance, Private Equity, Real Estate and Off shore Mutual Funds.
• Maintaining the Entire Wealth Portfolio of the client and cross selling maximum products to increase retention.

• Life insurance & saving products from the providers like Zurich, Metlife, Salama & Oman Insurance.
• Hands on the experience in Sharia compliant banking & investment.
• Handling a team of Mashreq Gold VRM (Virtual Relationship Manager).

• Company Overview: A respected local bank in UAE
• Under Wealth Management dealing with Investment and Prosecution plan( products ) like Life Insurance, Bonds, Mutual Funds, Credit Card, Personal Loan, Home Loan, Current Account and other cross sell products Portfolio size is $13 million which comprises of SA, TD & Investment portfolio.
• Opening account/Salary account to the new customer selling deposits and first saving Certificates to the customer.

• Handled a set of 241 groups of HNI’s individual.
• Exceeded the portfolio & the resource level income over MOM & on YOY basis
• Dealt with all the banking products except CASA.
• Achiever in TPP (Life & General Insurance along with MF

Responsible for new business acquisition for insurance policies through ICICI Bank.