DEEPAK SINGH GAHERWAR
Summary
Experienced professional with a strong background in Portfolio Management, Wealth Management, and Market Research & Analysis. Demonstrated expertise in Analysis and Advisory, Financial Planning and Insurance, and Client Relationship Management. Proven track record of delivering strategic financial solutions to clients, enhancing their financial well-being. Committed to continuous improvement and staying abreast of industry trends to provide top-tier advisory services.
Overview
20
20
years of professional experience
2004
2004
years of post-secondary education
Work history
Relationship Manager
Emirates NBD Bank
2022.05 - 2025.08
- Providing financial solutions to priority clients and ensure value added service
- Deepening the existing relationship through investment in bonds, mutual funds, ETF etc
- Onboarding new clients to enhance portfolio AUM and diversity of clients
- Engaging clients through Forex and remittances
- Periodic review of client portfolio for rebalancing and leveraging
- Providing financial solutions for life insurance, whole of life cover for individual and whole family
- Established deep rooted client relationship based on portfolio performance and excellent customer service
- Performing portfolio allocations and review to meet client's expectations
Relationship Manager
ICICI BANK
2021.07 - 2022.04
- Managing portfolio of HNI Indian clients for wealth management product offerings
- Generating revenue through fixed income products and leverage, mutual fund, SIP, forex and trading
- Identify new clients to enhance the book
- Providing financial planning and market insights to help clients making right decisions
- Working closely with private banking to create business synergy
Wealth Specialist
MetLife (EmiratesNBD)
2019.05 - 2021.06
- Providing financial planning and wealth management services to clients in the portfolio
- Understanding range of investment and insurance products and allocating client resources productively
- Formulate strategies based on objectives and risk profile, identify opportunities and prepare customized asset allocation suggestions.
- Establishing robust relationship with assigned teams to generate qualified leads, promote and deliver wealth management products
- Conducting training sessions, refreshers and presentations to keep teams updated with current offers and promotions
- Meet financial and business targets outlined in wealth management and client relations threshold.
Branch Sales and Service
Standard Chartered Bank
2015.12 - 2019.02
- Conceptualizing and implementing competent strategies for onboarding new HNW accounts and expanding existing clientele for a wide range of banking products/ services.
- Penetration of wealth products from existing client's portfolio and new acquisition.
- Assessing client needs based on risk profile and investment objectives.
- Identifying prospective business, establishing strategic partnership & alliances.
- Handling cross sales products and forex transactions.
Abu Dhabi Commercial Bank
2014.08 - 2015.10
Standard Chartered Bank
2010.12 - 2014.06
Barclays Bank
2010.12 - 2010.10
Royal Bank of Scotland
2007.04 - 2009.10
Godrej Industries Limited
2005.12 - 2007.03
Education
Master of Business Administration -
Nagpur University
Post Graduate Diploma in Business Administration - undefined
Bachelor of Commerce - undefined
Nagpur University
Certified Financial Analyst (CFA) Level 2 candidate - undefined
International Certificate in Wealth and Investment Management - undefined
CISI
Skills
- Portfolio Management
- Wealth Management
- Market Research & Analysis
- Analysis and Advisory
- Financial Planning and Insurance
- Client Relationship Management
Languages
Hindi
English
Personal Information
- License: UAE Driving License
- Date of birth: 04/03/81
- Nationality: Indian
- Marital status: married
Custom
within short notice
Timeline
Relationship Manager
Emirates NBD Bank
2022.05 - 2025.08
Relationship Manager
ICICI BANK
2021.07 - 2022.04
Wealth Specialist
MetLife (EmiratesNBD)
2019.05 - 2021.06
Branch Sales and Service
Standard Chartered Bank
2015.12 - 2019.02
Abu Dhabi Commercial Bank
2014.08 - 2015.10
Standard Chartered Bank
2010.12 - 2014.06
Barclays Bank
2010.12 - 2010.10
Royal Bank of Scotland
2007.04 - 2009.10
Godrej Industries Limited
2005.12 - 2007.03
Post Graduate Diploma in Business Administration - undefined
Bachelor of Commerce - undefined
Nagpur University
Certified Financial Analyst (CFA) Level 2 candidate - undefined
International Certificate in Wealth and Investment Management - undefined
CISI
Master of Business Administration -
Nagpur University