Avik Banerjee
Toorak Gardens,Australia
Summary
Seasoned Private Banker with excellent skills in managing conflict and prioritizing tasks. Adept at building and strengthening relationships with internal and external stakeholders. Strong networker with decisive leadership style. Extensive experience in developing HNI client relationships and referral networks. Deliver exceptional results through business development, client management and strategic planning.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Investment Advisor
AXIS BANK
2021.01 - 2024.01
- Leverage core strength and skill sets to acquire/win new business with an average portfolio size of USD 750K and establish a lasting relationship through further nurturing the relationship with in depth penetration
- Influence and advice UHNW clients to allocate their wealth in the high conviction ideas by positioning high discretionary ideas like venture debt, structured credit, high conviction AIFs in client’s portfolio.
- Build increased confidence and conviction on the ability to get best solution for clients
- Exhibit strong ability to analyze and interpret financial reports
- Build enduring excellent relationships with clients by understanding needs and developing the client relationships
- Understand key credit and lending requirements and staying abreast of industry trends
- Overachieved business targets by 144% for last financial year garnering high revenue income for the bank.
• Structured one of the largest mid corporate working capital loans for one of the large corporate clients fetching remarkably high fee income for the bank.
Relationship Manager – Private Banking Group
HDFC BANK Ltd.
2015.01 - 2020.01
- Customized financial advisory along with specialized and tailor-made solutions as per client’s needs and requirement and on boarding high net worth clients
- Interviewing prospective and potential clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
- Providing complete tailor-made lending solutions to small business, medium enterprises & large corporate by thorough probing & referencing to meet their short term and long-term working capital requirements (CC, Term Loan, PCFC, LAS, LAF, LAR, DOD)
- Complete assistance in meeting superannuation requirements for the clients by in-depth analysis of their current financial health condition as well their borrowing needs.
- Overachieved sales target to the extent of 210% and 260% for financial years 2016-2017 & 2018-2019 generating top revenue for the employer.
Relationship Manager/Analyst - Investments
Deutsche Bank AG
2014.01 - 2015.01
- Advising and managing core Business Banking& Private clients by providing them the best customized lending propositions/solutions as per their business requirements and merit
- In depth analysis for clients across entire basket of products comprising of liability, investment and asset products.
- Completed 27 Mortgage deals and 9 investment deals in a single month.
- Directing the collection of financial, accounting and investment information and the preparation of investment propositions, budgets, reports, forecasts and expected returns/IRR from the same based on information provided
- Develops and implements financial plans for individuals or organizations, and advises on investment strategies and their taxation implications, securities, insurance, Estate planning, pension plans and real estate funds
Relationship Manager-Treasures
DBS BANK LTD
2011.01 - 2014.01
- Complete client profiling interviewing potential/prospective clients to determine their financial goals, status and objectives, discussing financial options and developing financial plans and investment strategies
- Setting complete financial objectives, and developing and implementing strategies for achieving the financial objectives and also critically analyzing their current risk profiles and acquired 120 clients for the bank.
- Recommending and arranging insurance cover for clients by identifying their level of risk cover, and lump sum inflows required and goals to be attained at various stages of life.
Senior Manager-Alternate Channel Life Insurance
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE CO LTD
2010.01 - 2010.01
- Handling 60 best Portfolio/Wealth Management of HNI clients by giving them preferred Services and customized relationship management to suit their financial needs at the same time streamlined operations and prioritized tasks, allowing senior staff to increase revenue by 25%.
Relationship Manager-Investments
RAK BANK (The National Bank of Ras Al Khaimah-P.S.C)
2009.01 - 2010.01
- Managing, strategizing and implementing appropriate business strategies within the tat and also give necessary input and impart knowledge to the team on the global markets
- Supporting Wealth team of Priority relationship managers of DUBAI and SHARJAH by motivating them to achieve their individual as well as teams’ budget and significantly by overachieving them by180% budget annually.
- Portfolio management of preferred high net worth clients by giving them end to end business solutions complete financial planning
- Setting complete financial objectives, developing and implementing strategies for achieving the financial goals and at the same time in-depth analysis of their current risk profiles
- Joint investment meetings with the CRM (Client Relationship Managers) and make value additions to the same for effective closure of investment deals.
Education
Wealth Management (Advance Level) -
CIEL, Certified Private Wealth Manager (CPWM)
Mumbai,India12.2017
International Certificate in Wealth Management -
Securities & Investment Institute, UK (London)
United Kingdom12.2009
Post Graduate Diploma in Planning & Entrepreneurship MBA -
International Management Institute (IMI)
Belgium12.2006
Bachelor of Commerce (Hons) -
University of Calcutta
India12.2003
Skills
- Strategic Leadership
- Cross Selling
- Business Analysis
- Sales & Relationship Management
- Direct sales & Mortgage Lending
- MIS & Operational excellence
- Portfolio Management & Investment Advisory
- Retail & Private Banking
- Wealth Management /Financial advisory and services
- Data driven decision making
- Financial Acumen & Leadership
- Investments & Asset Management
- Customer Relationship building
- Global mindset
- Industry expertise
Affiliations
- ROTARY INTERNATIONAL FOUNDATION Member
- IRDA (Insurance Regulatory Development Authority)
- AMFI (Association of Mutual Funds of India) Certified Person
- NISM XXI A Portfolio Management Services Certified
Alternateemail
avikbanerjee2001@yahoo.co.in
Activitiesandawards
- Represented India as a global ambassador to Netherlands & Germany on Banking &Finance from ROTARY INTERNATIONAL FOUNDATION in 2013.
- High Flyers Award in the year 2014 for exceptional contribution to DBS Bank for pan country highest client aquisition.
- Awarded Managing Directors Reserve Table award in AXIS BANK in 2022- 2023 for significant contribution to the employer PAN country.
- Achieved best private banker award in HDFC BANK in 2017-2018 for incredible contribution to the private banking franchise.
References
- Payal Chatterjee - Mortgage Lending Manager - Westpac - 0431 499 426 - paychatt123@gmail.com
- Arijit Dutta Roy - Manager - Origin Energy - 0421 556 796 - arijitduttaroy@yahoo.co.in
Certification
Certified Private Wealth Manager from CIEL
Timeline
Investment Advisor
AXIS BANK
2021.01 - 2024.01
Relationship Manager – Private Banking Group
HDFC BANK Ltd.
2015.01 - 2020.01
Relationship Manager/Analyst - Investments
Deutsche Bank AG
2014.01 - 2015.01
Relationship Manager-Treasures
DBS BANK LTD
2011.01 - 2014.01
Senior Manager-Alternate Channel Life Insurance
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE CO LTD
2010.01 - 2010.01
Relationship Manager-Investments
RAK BANK (The National Bank of Ras Al Khaimah-P.S.C)
2009.01 - 2010.01
Wealth Management (Advance Level) -
CIEL, Certified Private Wealth Manager (CPWM)
International Certificate in Wealth Management -
Securities & Investment Institute, UK (London)
Post Graduate Diploma in Planning & Entrepreneurship MBA -
International Management Institute (IMI)
Bachelor of Commerce (Hons) -
University of Calcutta
Certified Private Wealth Manager from CIEL
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