Santosh Kartha

• P&L, Revenue, Assets under Management growth
• Budget management
• Strategic hiring of client advisors, investment advisors, service advisors, business associates
• Team leadership, coaching and performance management
• Cross functional collaboration to support growth of other strategic business units
• Achievements:
• Executive committee member responsible for driving future business growth
• Highest team P&L contribution (5x growth) '20-22
• Expanded coverage to new markets in GCC
• Improved organisational structure to increase productivity and streamline advisory process
• Evaluated and appointed recruitment partners
• Instrumental in partnering with four global financial institutions to support cross functional business growth

Responsibilities:

Net New Assets, Recurring revenue and P&L growth.

Recruit, coach and manage performance of team overseeing client assets

> USD 1.5 Bn Line reporting to Dubai branch Head and functional reporting to UAE Head of Wealth

Achievements:

2013-2016: Promoted to Unit Head and Premier Wealth Sales Manager - Dubai Unit Key player in leading the turnaround of unit into the highest P&L contributor and top producing team, 2015

2011-2013: Promoted as Vice President - NRI Wealth Management. Amongst the top 3 revenue generators during the period

2010: Promoted as Senior Associate Vice President. Consistent top performer across business metrics

Nominations, awards and recognition:

2016 - Invitee, HSBC RBWM Global Circle of Excellence, Beijing, China

2015 - Awardee, HSBC Ritz club top team across UAE for 3 consecutive quarters and year 2015

2013 - Attendee, HSBC RBWM Middle East Talent exchange program, Hong Kong

2011 - Attendee, HSBC RBWM India Convention, Johannesburg, SA

2010 - Attendee, Negotiation skills - Management Development program, Indian Institute of Management (IIM) - Kozhikode, India

Business development and technology sales in Arizona, USA

Contributed to the growth of foreign exchange remittance wallet share in Kuwait

Developed and managed the largest distribution channel partner in Kuwait

Promoted as Junior Private banker, ICICI Private Banking

Contributed to topline growth, distribution channel development and

management in the US and North American markets

Involved in new product development

Recognised for highest revenue growth in financial year '04–05