Nixon John
Dubai
Summary
Multi-talented Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
10
10
years of professional experience
Work History
Associate Vice President
MOTILAL OSWAL FINACIAL SERVICES Ltd
07.2023 - Current
- New HNI client acquisition
- Managing existing portfolio 210cr by providing services and act as a one point of contact to all the mapped clients
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Aligned organizational objectives with company mission to increase business growth and integrate work strategies.
Wealth Manager
SEGURO PRIVATE WEALTH
05.2022 - 07.2023
- Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio by providing Wealth management advisory on products like Structured products, international MF , Private Equity , AIF , Real-estate And Life insurance
- Analyse clients’ financial status by meeting with them to determine their assets, liabilities, cash flow, insurance coverage, tax status and financial objectives, developing financial plan based on the analysis of financial and personal information, and discussions around financial options with clients
Senior Manager – Premium NRI Banking
RBL BANK LTD
10.2020 - 01.2022
- Managed portfolio size of 145 Crores of HNI Non resident Indian clients.
- Increased liabilities portfolio of HNI ATB by proper implementation & execution of relationship management & investment advisory strategies and cross-selling products like Mutual Funds, ULIPs, Traditional Policies and Alternative Investment Funds
- Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.
Relationship Manager NRI & Affluent Business
AXIS BANK LTD
12.2017 - 10.2020
- Managed a portfolio size 52cr Non resident indian clients.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Senior Relationship Officer| Wealth Management
National Bank Of Ras Al Khaimah
06.2013 - 04.2017
- Premium New client aquistion
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Education
AMFI Certification -
National Institute of Securities Market
Bachelors in Commerce (B.Com) -
Annamalai University
01.2010
Skills
- Relationship Management
- Portfolio Management
- Operations Management
- Financial Planning
- Alternate Investment
- Mutual Funds & Insurance
- Business Development
- Records Management
- Customer Engagement
- Compliance Management
- Detail oriented
- Multi Tasking
- Team Management
- Partnership Development
Previous Commitments
Financial Consultant with United Welfare Service from September 2010 to December 2012
Personal Information
- Passport Number: V 1854065
- Date of Birth: 04/19/88
- Nationality: Indian
Driving License
Valid UAE & Indian LMV
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Malayalam
Advanced (C1)
Tamil
Upper intermediate (B2)
Timeline
Associate Vice President
MOTILAL OSWAL FINACIAL SERVICES Ltd
07.2023 - Current
Wealth Manager
SEGURO PRIVATE WEALTH
05.2022 - 07.2023
Senior Manager – Premium NRI Banking
RBL BANK LTD
10.2020 - 01.2022
Relationship Manager NRI & Affluent Business
AXIS BANK LTD
12.2017 - 10.2020
Senior Relationship Officer| Wealth Management
National Bank Of Ras Al Khaimah
06.2013 - 04.2017
AMFI Certification -
National Institute of Securities Market
Bachelors in Commerce (B.Com) -
Annamalai University
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