Elton Vaz
Al Nahda 2 Dubai,UAE
Summary
Dynamic Wealth Relationship Manager holding 10 years of experience in key account management. Building customer retention with comprehensive engagement strategy. Plans and budgets to hit revenue targets through large client portfolio. Demonstrating integrity and good work ethics in dealing with customers.
Overview
10
10
years of professional experience
1
1
Certification
Work History
NR Wealth Relationship Manager, AVP
KOTAK MAHINDRA BANK LTD. (Representative Office)
Dubai , U.A.E.
2023.02 - Current
- Managing long-term customer relationships to increase revenue.
- Identifying and developing new business opportunities, expanding existing client bases.
- Developing marketing campaigns to attract new clients.
- Counselling clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability with net worth of > $ 1 Million.
Senior Priority Relationship Manager, Chief Manager
KOTAK MAHINDRA BANK LTD.
Panaji, Goa , India
2019.03 - 2023.02
- Managed over 150 high net worth families for improved business relationships.
- Analysed customer needs, resulting in customised financial solutions.
- Provided financial advice, enhancing client trust and loyalty.
- Ensured compliance with banking regulations during transactions to maintain integrity and credibility.
Imperia Client Relationship Manager
HDFC BANK LTD.
Margao, Goa , India
2017.03 - 2019.03
- Cross-sell/up-sell liability and asset products on customer requirement – Loan, Life Insurance and General Insurance, Mutual Funds, Credit card, Current account, Savings account, Forex
- Portfolio management to meet financial objectives of HNI clients (provide wealth management solutions across major asset classes, as well as savings and current accounts
- Built and carefully managed loyal, profitable client bases with AUM of >300 Cr
Relationship Manager, Burgundy
AXIS BANK LTD.
Mapusa, Goa , India
2016.02 - 2017.02
- Identified and developed new business opportunities, expanding existing client bases by >50 Cr.
- Managed complex client portfolios to maintain profitable relations.
- Maintained comprehensive knowledge of market trends, predicted future patterns effectively.
Relationship Manager – Wealth
ICICI BANK LTD.
Pune, Maharashtra , India
2015.06 - 2016.01
- Business development - Built new clients to banking and investment and met targets.
- Cross-sell/up-sell products on customer requirement – Loan, Life & General Insurance, Mutual Funds, Credit card, Current & Savings account, Forex and ensuring more wallet share to clients to avoid devaluation of securities.
- Portfolio management - Met financial objectives of HNI clients through asset allocation by using financial acumen and advised clients on distributing their investments in systematic manner across various asset classes based on their risk profiles and financial requirements. Managed AUM of >250 Cr.
- Aligned clients' need through superior service and seamlessly aligned service delivery for enhanced experience thereby helping clients and maintaining strong business relationships.
Management Summer Intern
DCB Limited
Mumbai, Maharashtra , India
2014.04 - 2014.05
- Create SOP for branch processes Discrepancy reduction; Rejection and discrepancy analysis Quality Error analysis.
- Shadowed senior team members to develop practical knowledge and gain critical industry-specific skills.
- Travelled extensively meeting clients across 5 branches establishing productive partnerships.
Education
Master of Business Administration - International Business
Symbiosis Institute of International Business (SIIB), Symbiosis International University
Pune, Maharashtra, IndiaBachelor of Engineering - Electronics & Telecommunication
College of Engineering, Goa, Goa University
IndiaDiploma - Electronics Engineering
Agnel Polytechnic, Goa, Board of Technical Education, Goa
IndiaSkills
- Private equity
- Mutual funds
- Investment strategies
- Stock market understanding
- Equity markets
- Investment advice
- Financial planning
- Client acquisition
- Networking and interpersonal relationships
- Analytical ability and intelligence for problem solving
- Excellent communication
Accomplishments
- Qualified for HDFC Bank Ltd. MDRT annual meeting for FY 2017-2018 at Los Angeles, USA from 24-27 June 2018
- “Forex Card ka Sikandar” in HDFC Bank Ltd. (Pan India), nominated for Andaman island
- First prize for paper presentation on “Laptop Users’ Awareness Toward E-Waste Disposal”, at an inter-college event on “Rethinking E-Waste” organized by SWaCH and GIZ, Pune
- Final-year Engineering project at Tata Consultancy Services, Goa
- General Secretary of College Executive Council at College of Engineering, Goa
- Fourth rank in G2CET, Goa (Entrance exam for direct second-year admission to Engineering degree)
- Winners in Basketball in the Inter-Engineering Diploma Sports Meet, Goa
- Grade B in NCC Certificate ‘B’ Examination
Certification
- NSIM series V-A: Mutual Fund Distributors Certification Examination (AMFI-registered Mutual Fund Advisor)
- IRDA (Life and General Insurance)
- Six Sigma (Lean Six Sigma)
- Capstone Business Simulation
- Berlin International Summer School Course - European Business and Economics Programme, Berlin, Germany
Languages
English
Proficient (C2)
Hindi
Proficient (C2)
Konkani
Proficient (C2)
Marathi
Upper intermediate (B2)
French
Beginner
German
Beginner
Spanish
Beginner
Affiliations
- Creative writing, playing sports (basketball, football, and athletics), socializing, listening to music, travelling and adventure.
Timeline
NR Wealth Relationship Manager, AVP
KOTAK MAHINDRA BANK LTD. (Representative Office)
2023.02 - Current
Senior Priority Relationship Manager, Chief Manager
KOTAK MAHINDRA BANK LTD.
2019.03 - 2023.02
Imperia Client Relationship Manager
HDFC BANK LTD.
2017.03 - 2019.03
Relationship Manager, Burgundy
AXIS BANK LTD.
2016.02 - 2017.02
Relationship Manager – Wealth
ICICI BANK LTD.
2015.06 - 2016.01
Management Summer Intern
DCB Limited
2014.04 - 2014.05
- NSIM series V-A: Mutual Fund Distributors Certification Examination (AMFI-registered Mutual Fund Advisor)
- IRDA (Life and General Insurance)
- Six Sigma (Lean Six Sigma)
- Capstone Business Simulation
- Berlin International Summer School Course - European Business and Economics Programme, Berlin, Germany
Master of Business Administration - International Business
Symbiosis Institute of International Business (SIIB), Symbiosis International University
Bachelor of Engineering - Electronics & Telecommunication
College of Engineering, Goa, Goa University
Diploma - Electronics Engineering
Agnel Polytechnic, Goa, Board of Technical Education, Goa
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