JAAI SAIGAL

Objectives

• Objective is to continuously grow private banking assets by Identifying new business opportunities, expanding existing client bases.
• Manage long-term customer relationships to increase revenue.
• Managed complex client portfolios to maintain profitable relations.
• Achieve high customer satisfaction with regular follow-ups and updates.
• Strong adherence towards AML policies and KYC norms

Key Achievements

• Promoted to Relationship Manager role in Oct 2024.
• In my initial years of joining BOS and in the role as ARM, assisted the RM in opening the highest number of accounts in the branch.
• Managed over 75 accounts spread over 30 relationships, managed a book of more than USD 600mn and loan book of USD 200mn.
• Timely execution and servicing of complex UK mortgage deals and high value transactions.
• Created deep relationships with UHNI clients and family office and was successful in getting in additional assets and new accounts.

Objectives

• Onboarding HNI clients for Mashreq Gold for wealth management and Mortgage business
• Managed client base across UAE, Oman, India and Africa
• Fostered client relationships leading to increased customer loyalty and repeat business opportunities.

Key Achievements

• Received Accolades for being the Top Performing RM for NNM and highest number of accounts opened in the first year.
• Top Performer in AUM and revenue each quarter across Mashreq Gold.

Objectives

• Onboarded and managed clients for CitiGold and Citi Singapore.
• Product mix was investments across equities, bonds, structures and mortgage

Key Achievements

• Opened maximum number of CitiGold accounts and achieved overall revenue target in the first year
• Won awards and recognition for highest revenue contribution to the branch.

Objectives

• Account manager for around 80 clients, HNI and UHNI spread across UAE, Oman, Egypt and India.
• Product mix was spread across mutual funds, structured notes, bonds, life insurance and mortgage.

Key Achievements

• Awarded top performer RM in ABN and ADCB
• Qualified for all sales contests for all years for revenue and AUM

Objectives

• Primary objective was to build a customer base as DB had recently started their retail and private banking operations in India.
• Developing and implementing plans for HNI clients for growth, retention and customer service. Liaised with PMG team to tie up with insurance platforms and MF houses,

Key Achievements

• Opened the 1st PB accounts within the bank
• overachieved my revenue targets and received accolades
• successfully planned and executed events at our branch for customers and referrals.