REHMAT BELGAMI
MUMBAI
Summary
Accomplished Banking skills at evaluating markets and applying sound financial principles for enviable growth and stability. Conducts comprehensive research to discover undervalued investment opportunities and recommend adjustments to existing portfolios for maximum return. Oversees financial management workshops to share up-to-date information and build community network for client acquisition. Confident successful at increasing monthly revenue using insightful marketing strategies and aggressive product development. Skilled at understanding customer and employee requests and meeting needs. Furthers success by strengthening staff training, streamlining internal systems and facilitating sales techniques. Bringing 8 years of expertise Finance Industry. Effectively manages assignments and team members. Dedicated to self-development to provide expectation-exceeding service.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Senior Wealth Relationship Manager
Right Horizons Financial Private Limited
01.2024 - Current
- Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
- Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
- Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
Elite & Senior Wealth Relationship Manager
Kotak Mahindra Bank Limited
06.2023 - 12.2023
- Identified opportunities for growth, expansion and sales by conducting market research
- Handling HNI client's wealth portfolio and all investments
- Acquiring all the family banking relationship of the client by rendering smooth and efficient services
- Understanding client's needs and help him grow his wealth and increase the portfolio
- Maximized sales opportunities by determining and standardizing best practices
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions
- Maintained client correspondence, preferences and sales on CRM systems for sales and marketing purposes
- Addressed and resolved customer complaints in efficient, effective and timely manner
- Generated new business by executing strategic campaigns and proactively cold calling customers.
Wealth Relationship Manager
ICICI BANK LTD.
01.2022 - 06.2023
- Kept client financial plans optimized for current market trends and economic conditions
- Guided clients through compiling important financial histories and documentation for evaluation
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
- Worked with customers to understand needs and provide excellent service
- Developed and maintained courteous and effective working relationships.
RELATIONSHP MANAGER
INDUSIND BANK
05.2018 - 08.2020
- Advising clients about the multiple products of bank as per clients need
- Maintain regular relationship with the client for any banking services and requirements
- Guidance related to proper Banking digital channel is provided
- Resolved problems, improved operations and provided exceptional service
- Worked with customers to understand needs and provide excellent service
- Maintained energy and enthusiasm in fast-paced environment
- Adhered to social distancing protocols and wore mask or face shield
- Improved operations through consistent hard work and dedication.
Customer Service Officer
AXIS BANK LTD.
09.2012 - 03.2017
- Promoted company brand and unique offerings through personalized customer service
- Collected customer feedback and made process changes to exceed customer satisfaction goals
- Resolved concerns with products or services to help with retention and drive sales
- Provided primary customer support to internal and external customers
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Communicated with clients regarding account services, statements, and balances
- Managed payments, updated account balances and discussed subsequent payments with customers to keep accounts on track
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions
- Responded to customer requests for products, services and company information.
Education
Bachelor of LAW - BANKING AND FINANCE
NARI GURSAHANI COLLEGE
Bachelor of Accountancy - B.COM
R.K.TALREJA COLLEGE
Skills
Investment planning
undefinedTimeline
Senior Wealth Relationship Manager
Right Horizons Financial Private Limited
01.2024 - Current
Elite & Senior Wealth Relationship Manager
Kotak Mahindra Bank Limited
06.2023 - 12.2023
Wealth Relationship Manager
ICICI BANK LTD.
01.2022 - 06.2023
RELATIONSHP MANAGER
INDUSIND BANK
05.2018 - 08.2020
Customer Service Officer
AXIS BANK LTD.
09.2012 - 03.2017
Bachelor of LAW - BANKING AND FINANCE
NARI GURSAHANI COLLEGE
Bachelor of Accountancy - B.COM
R.K.TALREJA COLLEGE
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