Abu Dhabi Indian School

University of Mumbai

Relationship Manager, ADCB

Abu Dhabi Commercial Bank

Relationship Manager

Received “Award of Excellence” in recognition to my contribution to the WM Agenda and for being able to perform with high standards in terms of innovation, collaboration and conduct during Q1’2016. Awarded with the “Extra Mile Award” in 2017, for going the extra mile to achieve the given targets while adhering to Bank Values and objectives. Collaborating with RMs and branch sales staff to provide professional insurance and investment planning services and pre-sales information, liaising with potential customers and answering queries pertaining to wealth solutions and product modalities.Analyzing the financial situation of each customer, assessing their financial needs and recommending relevant products and structured solutions to best suit their requirements.Providing quality after-sales services, ensuring customer satisfaction and soliciting referral business to expand the customer base.Overseeing the implementation of bank’s wealth management relationship management policy, marketing of all transaction banking accounts, investment banking products and offshore banking products.Assessing and providing relevant feedback on competitor products and services to the Team Leader of Wealth Management and provid tailor made solutions to customers.Providing specialist financial advice and support to strategically important clients to ensure that their needs in terms of asset management were fulfilled.Complying with all applicable compliance procedures and report any suspicious activity to Unit Money Laundering Prevention Officer and the Line Manager.

Standard Chartered Bank

Wealth Specialist

- Worked closely with the Sales team – WM and SME, Branches and other alternate channels to refer clients for investment/bancassurance solutions.- Responsible for working jointly with the Sales Manager and the respective team members – to train on insurance and investment products, both On and Off the field. - Responsible for the improvement in performance of RM’s not meeting goals.  - Provided investment and bancassurance advice to HNI clients on various international mutual funds, third-party platform investments, structured notes and International life insurance products.- Responsible for clients’ need analysis, portfolio management and product recommendation.- Responsible for managing, reviewing and appreciating the book size of the assigned portfolio while   ensuring compliance with the bank regulations in terms of AML.

RAKBANK

Relationship Manager - Investments

Worked as Relationship Manager for offshore HNI's based in India, Muscat and Kuwait. Travelled to Mumbai, Muscat and Kuwait to acquire and grow the client base.

Royal Bank of Scotland, Dubai.

Relationship manager - Offshore Banking

HDFC Bank working with the mission to be a World-Class Indian Bank. The bank is committed to maintain the highest level of ethical standards, professional integrity, corporate governance and regulatory compliance. HDFC Bank's business philosophy is based on four core values - Operational Excellence, Customer Focus, Product Leadership and People.*Achievements: • Featured in All India Top 10 for productivity. • Received certificate of appreciation from the cluster head and won prizes for Insurance contests held in the bank. • Mobilized single biggest deal of Rs. 2 crores in Mutual Funds in the Region.

Pooja Dembla