Sunpreet Singh Bedi
New Delhi
Summary
Dynamic and results-driven financial professional with extensive experience in financial planning, wealth management, and relationship management. Proven track record of success in managing high-net-worth individuals and corporate clients, delivering customized financial solutions, and driving asset growth. Adept at team leadership and business development, with a commitment to client satisfaction and financial excellence.
Overview
11
11
years of professional experience
Work History
Senior Manager -Salary HNW Relationship Manager
HDFC Bank
Gurgaon
05.2024 - Current
- Managed a portfolio of executives and Key officials from leading organizations, ensuring accurate execution of their financial requirements.
- Manage and nurture relationships with top corporate clients, overseeing their corporate salary accounts and providing tailored business and corporate banking solutions.
- Offer investment products and comprehensive financial advice to ultra high-net-worth individuals, fostering long-term relationships and client satisfaction.
- Operate within the top 3 branches of the North India region, consistently achieving high performance and client retention metrics.
- Conduct regular financial reviews with clients to assess and adjust their investment portfolios, ensuring alignment with their financial goals and market conditions.
- Coordinate with internal teams to facilitate seamless banking experiences for corporate clients, addressing any issues or inquiries promptly.
- Identify and capitalize on cross-selling opportunities within the corporate client base, enhancing overall revenue generation for the bank.
- Organize and lead financial workshops and seminars for corporate clients, promoting financial literacy and awareness.
Financial Planning Leader
Ameriprise Financial
Gurgaon
09.2013 - 05.2024
- Developed and implemented customized financial plans for a diverse client base, ensuring tailored solutions aligned with individual risk tolerance and financial goals.
- Pitched a variety of investment products to clients, providing expert advice on optimal strategies to meet their financial objectives.
- Executed B2B sales strategies, establishing and maintaining strong relationships with corporate clients.
- Served as a Wealth Manager, overseeing the financial health and portfolio management for high-net-worth clients.
- Led and managed a team of individuals, providing mentorship, training, and performance evaluations to enhance team efficiency and client satisfaction.
- Drove significant growth in Assets Under Management (AUM), achieving and exceeding annual targets consistently.
- Conducted market analysis to identify new investment opportunities and trends, ensuring clients received the most up-to-date advice.
- Implemented risk management strategies to safeguard client assets against market volatility.
- Collaborated with legal and compliance teams to ensure all financial plans and investment strategies adhered to regulatory requirements.
- Facilitated regular training sessions for the team on new financial products and regulatory changes.
Education
BBA - Finance
Guru Nanak Institute of Management & IT
01-2013
High School Diploma -
New Era Public School
01-2009
Skills
- Wealth management
- Portfolio Growth
- Relationship Management
- Banking
- Business Development
- Client Relationships
- Team Leadership
- Financial Services
- Analytical Problem Solving
Languages
Hindi
Upper Intermediate
B2
English
Upper Intermediate
B2
Timeline
Senior Manager -Salary HNW Relationship Manager
HDFC Bank
05.2024 - Current
Financial Planning Leader
Ameriprise Financial
09.2013 - 05.2024
BBA - Finance
Guru Nanak Institute of Management & IT
High School Diploma -
New Era Public School
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