Nishant Qazi
Dubai
Summary
A seasoned private banker from a multi-cultural background with more than 18 years of proven track record. Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Director, Global Private Bank
First Abu Dhabi Bank
01.2023 - Current
- Managing a USD 1 Billion+ investment portfolio.
- Responsible for the build out and enhancement of the Key Client Group and Private Banking proposition across all international private banking countries i.e. with a focus on the MENA region to include and focus on KSA, Bahrain, Kuwait, Oman
- Lead coverage accountability across MENA private banking centres to deliver diversified revenue streams across core private banking client centric propositions including but not limited to investment advisory services, investment management (discretionary portfolio management & in-house funds), execution only, and bespoke solutions across asset classes/ solutions such as real estate financing, private equity, wealth solutions, jumbo insurance premium financing, Shariah solutions,, etc.
- Engagement with coverage teams and other stakeholders as appropriate to support adherence to the various regulatory frameworks.
- Spearhead training and development support to enhance knowledge and integrity of the client centric value propositions across international private banking centres.
- Alongside finance, coverage and private banking centre heads including Head of Global Private Banking, participate in budget discussions, and where appropriate lead it, targets assignments, monitoring, and adjustments where appropriate.
- Support, and where appropriate, lead initiatives to create Global Private Banking brand awareness and centre specific excellence for our clients. This includes but not limited to media engagements, web-content, industry acknowledgements, etc. notwithstanding the fact that relevant group enablement functions such as marketing and communications teams as appropriate will need to be engaged.
- Opportunistically, speak at investment industry’s thought leadership roundtables and forums/conferences on various topics as agreed with the Group.
- Lead, as relevant, special situations and restructurings for clients that include engagement with external stakeholders and other senior executives of the Group (CEO, CFO, CRO, Senior MDs, others).
Director, Global Private Bank
First Abu Dhabi Bank
10.2016 - 02.2022
- Individual acquisition of USD 50 Million Investment AUM.
- Delivering an exceptional banking experience and building client loyalty through Holistic Client-Centric Approach and help them to achieve their respective financial goals
- Exceptional understanding of wide range of investment vehicles, including fixed income, mutual funds, equities, structured products, foreign currency, and derivatives
- Leveraged professional networks and industry knowledge to strengthen client relationships
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues
Senior Relationship Manager, Gold Segment
Mashreq Bank
05.2014 - 09.2016
- Individual acquisition and servicing of Wealth customers of AUM USD 30 Million
- Identifying new business streams through deep analysis of the portfolio to generate cross selling through need-based analysis and in-depth customer profiling
Relationship Manager, Elite Banking
RAK Bank
03.2013 - 05.2014
- Understanding the needs of the end customer & providing appropriate financial solutions for all wealth requirements through in depth need analysis and as per risk profile
- Responsible for revenue generation by sales of Life Insurance, Forex, Mutual Funds, Credit Card, Home Loans, CASA, and other product cross-sales while maintaining high customer satisfaction levels to get repeat business
Manager, HNI & Strategic Business
HDFC Life Insurance Co. Ltd
12.2011 - 03.2013
- Connect with clients to better understand their life events and offer insurance solutions and financial advice that aligns to their current and changing needs
- Provide sales, marketing, training support to IFA’s and their brokers for effective and sustained sales
Relationship Manager, Priority Banking
Standard Chartered Bank
10.2008 - 10.2011
- Responsible for revenue generation by sales of Life Insurance, Forex, Mutual Funds, Credit Card, Home Loans, CASA, while maintaining high customer satisfaction levels to get repeat business
- Won Domestic and international Conventions for Highest Insurance Revenue Generation
Financial Services Manager, Bancassurance
ICICI prudential Life Insurance Co. Ltd
06.2006 - 09.2008
- Responsible for business planning, modeling, performance Analysis (sales productivity, customer retention, cost efficiency, revenue analysis, product analysis, ticket size analysis
- Awarded Best FSM for Q1 and Q2 FY 2007
Education
MBA - Marketing and Finance
Mumbai University
Mumbai, Maharashtra01-2006
Skills
- Private banking
- Advisory Services
- Portfolio management
- New business development
- Financial Planning
- Wealth management
- Relationship management
- Due diligence
- Confidentiality
- Customer service
- Relationship building
- Strategic planning
- Verbal and written communication
- Decision-making
- Goal setting
- Negotiation
Certification
- Risk in Financial Services, Level 3 CISI UK
- Fundamentals of Financial Services, CISI UK
- Certificate in International Advanced Wealth Management, Level 4, CISI UK
- International Certificate in Wealth & Investment Management, Level 3, CISI UK
- Introduction to Securities & Investment (International), CISI UK
- Canadian Security Course, CSI, Canada
Additional Information
Networking, Cooking, Trekking
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Urdu
Advanced (C1)
Arabic
Beginner (A1)
Accomplishments
- Record-Breaking Acquisitions: Recognized for a USD 1 Billion acquisition, the largest in FAB Bank's FY 2024.
- Consistent Top Performance: Number 1 in Q1, Q2, and Q3 2024 for largest AUM and highest revenue generation.
- Significant Client Impact: Awarded for largest Subscription by value USD 35 million in FAB managed FMP.
- Proven Revenue Leadership: Awarded an outstanding achievement for highest revenue generation FY 2019, 2020, and 2021.
- Exceptional Client Acquisition: Recognized for onboarding the highest number of 'New to Bank' (NTB’s) for the FY 2019.
- Consistent Top-Tier Performance: Among Top 3 RM’s in Mashreq Bank FY 2014 & 2015 for net revenue generation.
- Early Career Excellence: Won 'Spirit of Titans' Q1 contest 2014 for highest Revenue achievement across UAE in RAK Bank.
Timeline
Director, Global Private Bank
First Abu Dhabi Bank
01.2023 - Current
Director, Global Private Bank
First Abu Dhabi Bank
10.2016 - 02.2022
Senior Relationship Manager, Gold Segment
Mashreq Bank
05.2014 - 09.2016
Relationship Manager, Elite Banking
RAK Bank
03.2013 - 05.2014
Manager, HNI & Strategic Business
HDFC Life Insurance Co. Ltd
12.2011 - 03.2013
Relationship Manager, Priority Banking
Standard Chartered Bank
10.2008 - 10.2011
Financial Services Manager, Bancassurance
ICICI prudential Life Insurance Co. Ltd
06.2006 - 09.2008
- Risk in Financial Services, Level 3 CISI UK
- Fundamentals of Financial Services, CISI UK
- Certificate in International Advanced Wealth Management, Level 4, CISI UK
- International Certificate in Wealth & Investment Management, Level 3, CISI UK
- Introduction to Securities & Investment (International), CISI UK
- Canadian Security Course, CSI, Canada
MBA - Marketing and Finance
Mumbai University
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