Deepanshu Sharma
Summary
Financial Services Professional with over2 year of work experience within the Financial Services Industry.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Manager
Abu Dhabi Commercial Bank
04.2014 - 10.2024
- Company Overview: ADCB is a full-service commercial bank offering a wide range of products and services such as retail banking, wealth management, private banking, corporate banking, commercial banking, cash management, investment banking, corporate finance, foreign exchange, interest rate and currency derivatives, Islamic products, project finance, and property management services
- Build and maintain strong relationships with existing clients in order to understand their financial goals, risk tolerance, and investment preferences
- Analyze financial markets, economic trends, and investment opportunities to provide informed advice and recommendations to clients
- Assess clients' insurance needs and provide appropriate recommendations, such as life insurance, health insurance, or other relevant products
- Contact: Ali Raza Panjwani (Area Sales Manager) - +971-507416684
Relationship Manager/Financial Advisor
deVere Group/deVere Investment Banking
04.2022 - 03.2024
- Company Overview: deVere Group is one of the World's largest Financial Advisory Firms
- Established in2002 by Nigel Green, the success story that is deVere Group now has over $10 billion under management with over80,000 active clients in more than100 countries
- With500 consultants and70 offices across the globe, our clients receive indispensable financial advice wherever they are in the world
- Advising people, nationals & expatriates, business owners, Investors (HNWI'S), SMEs on Personal and Corporate Investment, Savings, Retirement planning, Higher Education planning, Fixed Income (Structured Products) and Insurance solutions
- Contacting generated leads and referrals via phone calls, social media, e-mails, messages and face-to-face meetings
- Generating leads via social media, social and professional events, outdoor/indoor face-to-face encounters, organizing seminars, friends and family networks
- Designing and presenting solutions to financial and protection needs
- Maintaining proper documentation, proper storage and follow-up of referrals provided as well as leads generated
- Review of client accounts on a regular basis
- Contact: Benson S Paul (Wealth Consultant) - +971-506760070
Business Development Manager
QMI Logistics
09.2020 - 02.2022
- Responsible to maintain an existing customer database through regular sales visits and undertake sales calls to win new business
- Undertake cross selling and up selling within existing customer database to further develop account potential through Air Freight, Sea freight, Road Freight, Value added products and Contract Logistics
- Develop a new business prospect listing to ensure that future new business development is planned in advance
- Contact: Raj Kumar (Managing Partner) - +971-501856823
Education
Master Of Financial Analysis - Master's Program
La Trobe University
09.2020
Bachelor Of Business Administration - undefined
Heriot Watt University
11.2015
Skills
- CRM System
- Client Focus
- Financial Planning
- Market Research
- Industry Analysis
- Team Work
- Problem Solving
- Ms Office
- Microsoft Excel
- Wealth Management
- Communication
- Mutual Funds
- Economics
- Compliance
- Sales
Certification
- International Certificate in Wealth and Investment Management (CISI Level3-ICWIM) (06/2023 - Present) Started Preparing for the CISI Level3 exam on the month of June2023, Completed and passed the exam on the month of January2024. (Score72 %)
- UAE Financial Rules & Regulations (11/2024 - Present) Passed the Exam with a score of75 %
- Introduction to Securities And Investment (CISI Level1) (07/2022 - Present) Passed the exam with a score of82 %
- Capital Markets And Securities Analyst (07/2021 - Present)
- Financial Modelling And Valuation Analyst (03/2021 - Present)
LANGUAGES
English
Hindi
References
Ali Raza, Panjwani, Area Manager, +971-507416684, Abu Dhabi Commercial Bank (ADCB)
Hobbies and Interests
Cycling, Jogging, Gym, Travelling, Soccer, Chess, Reading
Timeline
Relationship Manager/Financial Advisor
deVere Group/deVere Investment Banking
04.2022 - 03.2024
Business Development Manager
QMI Logistics
09.2020 - 02.2022
Relationship Manager
Abu Dhabi Commercial Bank
04.2014 - 10.2024
Bachelor Of Business Administration - undefined
Heriot Watt University
- International Certificate in Wealth and Investment Management (CISI Level3-ICWIM) (06/2023 - Present) Started Preparing for the CISI Level3 exam on the month of June2023, Completed and passed the exam on the month of January2024. (Score72 %)
- UAE Financial Rules & Regulations (11/2024 - Present) Passed the Exam with a score of75 %
- Introduction to Securities And Investment (CISI Level1) (07/2022 - Present) Passed the exam with a score of82 %
- Capital Markets And Securities Analyst (07/2021 - Present)
- Financial Modelling And Valuation Analyst (03/2021 - Present)
Master Of Financial Analysis - Master's Program
La Trobe University
Similar Profiles
Vanitha KrishnanVanitha Krishnan
Relationship Manager-Excellency at Abu Dhabi Commercial Bank, ADCBRelationship Manager-Excellency at Abu Dhabi Commercial Bank, ADCB
Thuraiya DawoodThuraiya Dawood
Senior Branch Manager at Abu Dhabi Commercial BankSenior Branch Manager at Abu Dhabi Commercial Bank
AMINA ALAMEERIAMINA ALAMEERI
Senior Analyst Commercial Banking at Abu Dhabi Commercial BankSenior Analyst Commercial Banking at Abu Dhabi Commercial Bank