Surendra Jaitwal
Rohini
Summary
Results-driven Wealth Relationship Manager known for exceptional productivity and efficient task completion. Possess in-depth knowledge of financial planning, investment strategies, and customer relationship management. Excel in communication, problem-solving, and adaptability to meet client needs and exceed expectations. Committed to leveraging these skills to build and maintain strong client relationships while driving financial success.
Overview
15
15
years of professional experience
Work History
Wealth Relationship Manager
Motila Oswal Financial Services Limited
08.2024 - 04.2026
- Cultivated strong client relationships to enhance wealth management strategies.
- Analyzed market trends to provide tailored investment advice for clients.
- Facilitated financial planning sessions to address client goals and concerns.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Reviewed existing customer portfolios and recommended suitable modifications for enhanced returns.
PREFERRED RELATIONSHIP MANAGER
HDFC BANK
New Delhi
10.2023 - 05.2024
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Built and maintained relationships with new and existing clients while providing a high level of expertise
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Managing the Portfolio 178 Cr
- Acquisition of new accounts from referrals from existing customers and CA's
- Servicing of existing portfolio of forex clients and maintaining a close relationship with them to increase trade volumes and forex revenue.
Relationship Manager - Business Banking
Deutsche Bank
Gurgaon
03.2020 - 09.2023
- Established strong client relationships to drive business development
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction
- Acquisition/activation of new forex clients and liaising with them in order to facilitate forex transactions
- Acquisition of new accounts from group companies / family of existing customers
- Acquisition of new accounts from referrals from existing customers and CA's
- Servicing existing portfolio of forex clients and maintaining a close relationship with them to increase trade volumes and forex revenue
- Ensure consistent growth of the portfolio
- Processing of inward remittances, outward remittances, advance / direct bills, handling export realization documents etc
- Coordination for processing of all types of transactions and arranging necessary approvals
- Processing of complex transactions like issuance of Letter of Credit, FDI etc
- Ensure timely reporting of FDI's, APR's and AAC
- Ensure timely updation of asset documents like stock statements, property insurance, stock insurance, stock audit etc
- Ensure timely processing of KYC renewals for current accounts and renewal of existing asset relationships
- Ensure consistent growth of the portfolio
- Coordinating with Trade Finance Centre and client for completion of transaction in compliance with all regulatory/internal guidelines and assisting in Total Migration of Trade Activities.
Operations Analyst
Royal Bank Of Scotland
New Delhi
08.2011 - 02.2020
- Perform KYC screenings on customers documenting the information obtained on the client's as required by KYC procedures
- Ensuring compliance with all AML laws, regulations guidelines, written Procedure
- Processing customer requests for initiating, altering & canceling standing order instructions and direct debit payments
- UK Operations -Payment Protection & Insurance Process
- Operations Control & Change - Transaction Account Maintenance department
- Preparing and Maintaining MIS reports & other statements with a view to apprise management of the process operations
- Improved and implemented customer risk rating criteria with KYC management and procedure for customers
- Core part for Account opening and closure department.
Education
Bachelor Of Science -
Kuvempu University
New DelhiSOFTWARE ENGINEERING -
NIIT
Skills
- Portfolio Management
- Customer Relationship Management
- Long term commitment towards the organizations
- Qualifying Customers
- Investment analysis
- Cross-selling strategies
- Private banking services
- Wealth preservation strategies
Personal Information
Date of birth: 04/14/89
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Languages
English
Advanced
C1
Timeline
Wealth Relationship Manager
Motila Oswal Financial Services Limited
08.2024 - 04.2026
PREFERRED RELATIONSHIP MANAGER
HDFC BANK
10.2023 - 05.2024
Relationship Manager - Business Banking
Deutsche Bank
03.2020 - 09.2023
Operations Analyst
Royal Bank Of Scotland
08.2011 - 02.2020
Bachelor Of Science -
Kuvempu University
SOFTWARE ENGINEERING -
NIIT