Noel Jude
Associate Vice President at Wealth & Personal Banking
Bangalore,karnataka
Summary
Ambitious and results-oriented Relationship Manager with over 5 years of experience in the banking and wealth management sector, specializing in managing and growing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client portfolios. Demonstrated success in achieving year-over-year growth in assets under management (AUM) through customized investment strategies, comprehensive financial planning, and superior client engagement.
Skilled in financial analysis, portfolio management, and market research, with a strong focus on designing tailored investment solutions aligned with client goals and risk appetites. Proficient in navigating global financial markets and utilizing data-driven decision-making to maximize client returns while ensuring compliance with regulatory standards.
Seeking to leverage expertise and expand knowledge in advanced financial concepts, quantitative methods, and global investment strategies through the Master of Science in Finance program. Committed to contributing to the field of finance by developing innovative solutions in wealth management and investment advisory.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
6
6
Certifications
Work History
Relationship Manager, Associate Vice President
HSBC Bank
Bangalore
07.2022 - Current
- Managed Portfolios: Successfully oversaw a portfolio of high-net-worth individual clients, achieving a 287.3 CAGR Growth in assets under management.
- Investment Advisory: Designed tailored financial solutions, including equity investments, mutual funds, and ULIPs, to align with clients' goals and risk tolerance.
- Client Acquisition: Onboarded a average of 3 new client every month, contributing to an AUM increase surpassing quarterly acquisition targets. Built and maintained relationships with new and existing clients while providing high level of expertise.
- Market Analysis: Conducted in-depth financial and market analysis to identify profitable investment opportunities and mitigate risks in dynamic market conditions.
- Cross-Selling Expertise: increase in cross-sell revenues by promoting complementary banking products, such as insurance, credit cards and loan offerings.
- Compliance and Risk Management: Ensured full adherence to regulatory and internal compliance standards, maintaining high client trust and data security.
- Relationship Development: Established long-term relationships with clients through regular portfolio reviews, proactive communication, and delivering value-added services.
- Team Collaboration: Partnered with investment analysts and product specialists to offer seamless, end-to-end financial solutions for diverse client needs.
Relationship Manager, Senior Manager
ICICI Bank
Bangalore
07.2019 - 07.2022
- Provided personalized financial advice and guidance to a portfolio of high-net-worth and ultra-high-net-worth clients, helping them achieve their financial goals through diversified investment portfolios, including mutual funds, stocks, alternative assets, bonds, and insurance.
- Identified clients financial planning needs and educated them on the benefits of comprehensive financial planning, resulting in increased client engagement and satisfaction.
- Conducted regular reviews of investment performance, identified rebalancing opportunities, and recommended suitable investment strategies aligned with clients' risk tolerance, time frames, and goals.
- Developed holistic financial plans covering retirement planning, estate planning, insurance, taxation, college funding, and investments to ensure a comprehensive approach to clients' financial well-being.
- Monitored client accounts and held periodic review meetings to ensure alignment with financial objectives and address any changes in circumstances.
- Achieved a 37% year-over-year growth in assets under management (AUM) by acquiring new clients and driving organic portfolio growth.
- Implemented innovative prospecting strategies, moving beyond traditional cold calling and adopting a highly personalized approach to client acquisition.
- Maintained consistent and clear communication with clients, simplifying complex financial concepts and avoiding industry jargon to make financial advice accessible to non-finance professionals.
Education
Bachelor of Commerce - Commerce
St Joseph's College (Autonomous)
Bengaluru, India 04.2016 - 04.2019
Skills
Negotiation & Persuasion
Adaptability
Leadership
Problem-Solving
Communication Skills
Client Relationship Management
Taxation Planning
Digital Banking Tools
Regulatory Compliance
Data Analysis & Visualization
Market Research
Investment Strategies
Portfolio Management
Certification
Mutual Fund Distributors Certification & License from NISM (National Institute of Securities Market)
Timeline
Relationship Manager, Associate Vice President
HSBC Bank
07.2022 - Current
Relationship Manager, Senior Manager
ICICI Bank
07.2019 - 07.2022
Bachelor of Commerce - Commerce
St Joseph's College (Autonomous)
04.2016 - 04.2019
Mutual Fund Distributors Certification & License from NISM (National Institute of Securities Market)
The Insurance advisor certificate & License from IRDAI (Insurance Regulatory and Development Authority of India)
Foreign Exchange Operation Certificate from FEDAI (Foreign Exchange Dealers Associate of India) From Indian Institute of Banking and Finance
Junior Associate of the Indian Institute of Bankers From Indian Institute of Banking
Certified Associate of the Indian Institute of Bankers From Indian Institute of Banking and Finance
Business Analytics : From Data to Insights From The Wharton School, University of Pennsylvania
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