Saumya Rai
Private banking
Bangalore
Summary
Competitive investment banking professional offering strengths in pursuing business opportunities and making successful deals.
Overview
8
8
years of professional experience
Work History
Private Client Investment Associate
DBS Bank
06.2022 - Current
- Collaborated with portfolio managers to construct customized investment portfolios, aligning with clients'' risk tolerance and financial goals.
- Prepared detailed investment reports for client meetings, highlighting portfolio performance, market analysis, and future outlooks.
- Managed operational risks by implementing effective controls within team''s workflow procedures and protocols.
- Conducted comprehensive investment research, staying updated on market trends and identifying potential opportunities in various asset classes.
- Leveraged analytical tools to evaluate performance of individual stocks, bonds, mutual funds, ETFs in relation to benchmarks and indexes used for comparison purposes.
- Monitored clients'' portfolios regularly to ensure performance aligned with their expectations and recommended adjustments when necessary.
Priority Wealth Manager
STANDARD CHARTERED BANK
5 2020 - 04.2022
- Introducing a wide range of investment, wealth management and treasury products to assist clients in building and strengthening an effective portfolio
- Delivering superior customer experience by proactive sharing markets updates, trend and intelligence
- Partnering with product Partners and subject matter experts across the bank to structure customized solutions that meet clients' unique needs
- Being forward thinking and planning ahead for ways SCB can differentiate itself from competitors, Problem solving and retention planning
- Financial planning and advisory in all asset class and demonstration of same using tools and application ( MS Excel, Powerpoint )
- Networking with clients in order to create new business contacts, Capitalizing on relationship for better business growth
- Coordination and implementation with help of multiple product and process teams
- Tracking basis CDD, NORKOM, KYC,AML,EDD etc
Privy Relationship Manager
KOTAK MAHINDRA BANK
10.2019 - 05.2020
- Develops new and expands existing High Net worth Customer relationships for liabilities and ensures high levels of customer service orientation and application of bank policy
- Cross sells existing bank products to customers
- Transaction screening, RCA, report and due diligence activity
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Maintains complete relationship record for assigned customer accounts
- Tracks customer complaints/queries and turnaround times for customer satisfaction
- Data tracking via BCIF and Finacle
- Finacle and i-core- service
- Corporate salary A/c management
Wealth Manager
ICICI BANK WEALTH MANAGEMENT
06.2016 - 09.2019
- Managing Accounts and relationships of Super HNI client, retention and enhancing advisory relationship
- Relationship building and delivering end-to-end solution
- Analyze demand variation and preferences of clients
- Monitor and communicate fund performances
- Emphasis of revenue products and create target clientele
- Coordinate with different product channel for smooth implementation and time delivery
- Market research and portfolio management with offering across market product line like Mutual Funds, Alternate asset, structure products, PMS, Asset allocation, bonds and Insurance
- Service the banking requirement with Trade and business banking, loans, forex, travel card, inward and outward remittance
- Data mining and data research with help of INTEGRA Software
- Provision of discounting and preferential rates in any business line item including General insurance and loans
- Multiple team handling for product penetration to the customers
- ( ICICI Direct, ICICI Prudential Asset management, ICICI prudential Life insurance, ICICI Lombard, All other AMC for Mutual Funds and Alternate)
- Handled few NRI investments for Taxation and Wealth building.
Education
PGDM - Marketing and Finance
BIMHRD
06.2014 - 4 2016
Bachelor in Business Administration - undefined
Indira College of commerce
06.2011 - 4 2014
12th - undefined
St Mira's College
06.2009 - 3 2011
10th - undefined
Sinhgad city school
04.2007 - 4 2009
Skills
MS Excel
MS power point
Microsoft word
Business development
Customer service
Finnacle
Integra
Communication
NGEN
Retirement planning
Financial Planning
Wealth Management
Portfolio Rebalancing
Problem-solving skills
Insurance Planning
Portfolio Management
Accomplishments
- EXCEPTIONAL WINNER : A National Event held by ICICI BANK WEALTH MANAGEMENT
- ICC TOP 100: A national event held by ICICI BANK And ICICI PRUDENTIAL LIFE INSURANCE.
- Hold multiple awards and momentums for best performance across products.
- CERTIFICATE for best throughput contribution by Multiple Asset management companies.
- Received an award by KAPIL DEV on a special contribution extended towards INSURANCE.
- Appreciation letter and signed Diary by Mr. Girish Sehgal- HEAD WEALTH, ICICI Bank
- Multiple Momentum received by Regional and Zonal Head for Performance across product.
Customsection
- Strategic and creative Vision
- Planning and implementation
- Performance oriented
- Interpersonal Skills
Personal Information
- Place of Birth: Ranchi
- Date of Birth: 09/26/93
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
German
English
Hindi
Marathi
Timeline
Private Client Investment Associate
DBS Bank
06.2022 - Current
Privy Relationship Manager
KOTAK MAHINDRA BANK
10.2019 - 05.2020
Wealth Manager
ICICI BANK WEALTH MANAGEMENT
06.2016 - 09.2019
PGDM - Marketing and Finance
BIMHRD
06.2014 - 4 2016
Bachelor in Business Administration - undefined
Indira College of commerce
06.2011 - 4 2014
12th - undefined
St Mira's College
06.2009 - 3 2011
10th - undefined
Sinhgad city school
04.2007 - 4 2009
Priority Wealth Manager
STANDARD CHARTERED BANK
5 2020 - 04.2022
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