Tejvir Singh
Wealth Manager
Chandigarh
Summary
Results-driven individual with over 10 years of experience in wealth management, financial planning, and client relationship management. Proven track record of delivering customized financial solutions and building long-term relationships with high-net-worth individuals. Adept at risk assessment, investment strategies, and regulatory compliance. Seeking to leverage my expertise to contribute to Private Banking domain.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Wealth Manager
Axis Bank Ltd.
Chandigarh
01.2024 - Current
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client's interests first.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
AVP - Wealth Management
IndusInd Bank
Chandigarh
09.2021 - 12.2023
- Developed and maintained relationships with high-net-worth individuals and families, providing personalized financial advice and solutions.
- Conducted regular client meetings to review financial goals, performance, and adjusted strategies as needed.
- Created and implemented customized financial plans, including investment strategies, tax optimization, and risk management.
- Identified and pursued opportunities for new client acquisition and business growth within the wealth management division.
- Developed and executed strategies to expand the client base and increase assets under management.
Preferred Relationship Manager
HDFC Bank Ltd.
Chandigarh
01.2019 - 09.2021
- Assisted clients in setting realistic financial goals, developing detailed plans to achieve desired outcomes.
- Delivered informative presentations on wealth management topics at corporate events and seminars, showcasing firm''s expertise and services offered.
- Spearheaded initiatives to expand client base, tapping into new markets and identifying growth potential in existing ones.
- Achieved sales targets consistently by building strong referral networks within the bank's customer base.
Branch Relationship Manager
Kotak Mahindra Bank
Mumbai
08.2014 - 12.2018
- Increased branch sales performance through effective training and coaching of team members.
- Managed diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Implemented efficient operational processes, improving overall branch productivity.
- Mentored junior staff members on effective relationship management techniques, boosting overall team performance.
Education
PGDBRM - Banking And Finance
Manipal University
Bengaluru, India 04.2001 -
Skills
Portfolio diversification and management
Accomplishments
- Top RM in Third Party Products at Axis Bank, FY 2024-25
- Awarded for being the highest AUM builder at Axis Bank, April'24 to Aug'24
- Awarded for highest CASA growth in North 2 Zone, IndusInd Bank
- Top RM in MF book growth, IndusInd Bank
- First Rank holder in Overall products sales in South West Zone, Kotak Mahindra.
Certification
Certified with NISM - AMFI examination
Timeline
Wealth Manager
Axis Bank Ltd.
01.2024 - Current
Certified with NISM - AMFI examination
01-2024
IRDA Certification
01-2023
AVP - Wealth Management
IndusInd Bank
09.2021 - 12.2023
Preferred Relationship Manager
HDFC Bank Ltd.
01.2019 - 09.2021
Branch Relationship Manager
Kotak Mahindra Bank
08.2014 - 12.2018
PGDBRM - Banking And Finance
Manipal University
04.2001 -
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