Raghavendra Prabhu

• Manage Advisory and Large Client Acquisition business for NEO Wealth

• Headed the advisory business for 360 ONE's South India region
• Had a team for 10 advisors and analysts.
• Managed portfolio advisory for some of the largest families and corporates across South of India.
• Deeply involved in acquisition of large client mandates across the country.

• Lead the advisory practice across 5 states of South India.
• Acquire, On-board and manage clients on the RIA platform with a minimum threshold of 25 crores INR.
• Be personally involved in the top 20% of client relationships - approx threshold of 100 crores INR.

Private banker to some of the largest and most critical client relationships of the business unit in Bangalore.

Book size of approximately 2600 crores INR spread across 30 clients consisting ultra high net worth individuals, family offices, trusts and a few corporates.

Apart from managing clients myself, I'm also responsible for managing a team of 3 other wealth managers with their individual targets.

Advise clients on various investment options across asset classes. Monitoring client portfolios to ensure adherence to individual investment policy statements and goals.

Cross referencing clients to other divisions of the bank like corporate bank, investment bank, capital markets group, etc.,

Business development through identification of right clients and build a relationship with them with a goal of managing their wealth.

Cross selling banking proposition to existing and prospective private banking clients with a view to increase CASA, time deposits, foreign exchange revenue and net interest margins.

Manage certain clients who were part of the private banking division of HSBC.

Monitor client portfolios to suggest changes as and when necessary.

Understand and implement guidelines as per investment policy statements laid down by clients for their portfolios.

Business development through identifying right clients and building long term relationships with them with a goal of managing their wealth.

Lead a team of 10 wealth managers to ensure adherence to organisational guidelines of portfolio management of clients.

Regular monitoring of client portfolios and review along with respective wealth manager and the client to ensure right fitment of the portfolio as per client's risk appetite.

Compliance reporting post review of client transactions.