RAMAN KHATTAR
WEALTH ANALYST
NEW DELHI
Summary
Motivated Wealth Analyst with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Excellent communicator seeking a challenging position, utilizing current skills and abilities, with the opportunity for professional growth. Proficient in using computer technologies like MS-Office,Internet etc.
Overview
13
13
years of professional experience
5
5
years of post-secondary education
Work History
SENIOR WEALTH ANALYST
PIONEER CLIENT ASSOCIATES PVT LTD
GURUGRAM
08.2020 - Current
- Resolved problems, improved operations and provided exceptional service.
- Ran errands and provided general office support in a professional environment.
- Delivered services to customer locations within specific timeframes.
- Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Advised clients on investments, retirement and estate planning.
- Collaborated with clients to develop customized investment portfolios.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Researched and evaluated potential investment products for clients.
- Studied financial documents to identify potential areas needing improvement.
- Presented financial plans and investment recommendations to clients.
- Recommended specific investments to help clients meet financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Implemented exit strategies for clients to transition out of investments.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Assistant Manager
Sumitomo Mitsui Banking Corporation
02.2016 - 05.2017
- Running parental business of Jewellery
- Helping in developing the business through better communication and technology
- Helped in increasing the sales by 10percent (yoy) by making the use of Social Networking, Digital Marketing
- Handled the role of Maker /Checker for Import/Export, Letter of credit related transaction
- Individually developed a system to act as an interface between IDPMS and in house software for import transaction
- Helped the bank in minimizing their pendency for EDPMS and IDPMS
- Following up with the clients for Bill Of Entries
- Helped in RBI Reportings/ SFMS
- Working as an Assistant Manager my focus was on minimizing the TAT for every transaction and ensure operational errors to be at their minimum level
- During my stint in the organization, work efficiency increased with timely processing of documents also reducing the error drastically leading to customer satisfaction and increase in the Trade Business.
The Bank of Tokyo-Mitsubishi UFJ Ltd
04.2012 - 02.2016
- Worked as an inputter in the back-office for Treasury Department forForexDeals booked on behalf of the customer as well as Money Market transactions
- Monitoring Forex Limits for the customers doing Forex Transactions with the Bank
- Handling Derivative Transactions including settlement of Interest as well as Principal Amount on regular intervals
- Monitoring Interbank RTGS Transactions
- Was recognized for coming up with a process to simplify the procedure for safekeeping of customer documents in the vault
- Credit Administration (Back office for Loan and Guarantees):
- Worked as an inputter for disbursal of Loans for all Credit Customers into the system
- Issuance of Guarantees including vetting of the Text of the Guarantees in consultation with the legal Cell of the Bank
- Follow-up with Customers for cancellation of Expired Guarantees
- Registration of Overdraft Limits for the customer in the system
- During my role in the loan back office , while taking care of the Guarantees ensured timely reminders to the customer for expired Guarantees, so as to ensure pendency to the minimum.
Executive
Citi bank NA
04.2010 - 03.2012
- Handled clearing department
- It includes processing of cheques through integrated systems
- Worked in Trade Department
- Also worked in Branch banking Services and operations where continuously exposed to handling customer queries and providing adequate solution to customers.
Education
Bachelor of Commerce -
SHIVAJI COLLEGE
NEW DELHI 07.2004 - 03.2007
POST GRADUATE DIPLOMA IN MANAGEMENT - FINANCE
JAGAN INSTITUE OF MANAGEMENT STUDIES
NEW DELHI 04.2008 - 03.2010
Skills
Investment and Wealth Planning
undefinedTimeline
SENIOR WEALTH ANALYST
PIONEER CLIENT ASSOCIATES PVT LTD
08.2020 - Current
Assistant Manager
Sumitomo Mitsui Banking Corporation
02.2016 - 05.2017
The Bank of Tokyo-Mitsubishi UFJ Ltd
04.2012 - 02.2016
Executive
Citi bank NA
04.2010 - 03.2012
POST GRADUATE DIPLOMA IN MANAGEMENT - FINANCE
JAGAN INSTITUE OF MANAGEMENT STUDIES
04.2008 - 03.2010
Bachelor of Commerce -
SHIVAJI COLLEGE
07.2004 - 03.2007
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