RUCHIR MEHTA
Financial Advisory
Dubai
Summary
Over 20 years of experience in the Financial services industry, with 10 years of specializing in Investment advisory services and Trust & Estate Planning solutions within the private banking space and 10 years of Investments selling within retail banking & wealth management across U.A.E and India.
Proven track record that demonstrates achievement orientation, consistency and strong endeavor to accomplish both personal & corporate goals. I have been consistently recognized for my performances and possess strong interpersonal and consultative skills.
Overview
17
17
years of professional experience
5
5
Certifications
Work History
Executive DirectorWealth Planning Department
KLAY CAPITAL LIMITED
2 2015 - 8 2024
- Set up and spearhead the wealth planning department for Klay Capital, formalize the structure, hiring talent and develop processes to provide estate planning services to the private banking clients
- Establish strategic partnerships with International brokers and Trust Formation companies
- Supervise the training requirements of the Private bankers on products and referral process.
Executive Director—Team Leader, Investment Advisory
KLAY CAPITAL LIMITED
01.2020 - 12.2021
- Promoted in Jan 2020 to hire and lead a team of Private Bankers to grow the advisory business, in line with Klay Capital’s expansion plans
- Hiring talent and imparting trainings on sales, products, processes.
Director—Investment Advisory
KLAY CAPITAL LIMITED
01.2020 - 12.2021
- Acquire and Manage Ultra HNI clientele ($1Mio to $25mio ticket size)
- Revenue Generation through portfolio allocation in funds in Mutual Funds, debt instruments, forex strategies, structured products & Universal Life Plans insurance solutions
- Provide the highest standards of service within the Private Banking Advisory space
- Ensure and adopt full responsibility of doing business in compliance with the regulations of the DFSA
- Assist with brand building activities and hiring across functions during the initial formative years
- Assisting and training the newly joined RMs with products, processed and on client meetings.
Senior Citigold Relationship Manager – Citigold Wealth Management
CITIBANK
04.2011 - 01.2015
- Manage and Acquire mass affluent HNI clientele ranging from USD 200K to USD 10 Mio
- Revenue Generation through portfolio allocation in funds in Mutual Funds, debt instruments, forex strategies, structured products & insurance-oriented unit linked products & savings plans.
Al Momiaz Client Relationship Manager – Wealth Management, Priority Banking
RAK Bank
01.2009 - 03.2011
- Acquire & manage Al Momiaz priority clients and generate revenue by offering retail wealth products.
Associate Vice President – Wealth Management, HSBC Premier
HSBC Bank
07.2006 - 10.2008
- Revenue Generation through portfolio allocation in funds in Mutual Funds, Structured Products & Direct Equity offering from Portfolio Management Services and Insurance linked products
- Acquisition of New to Bank HNI Clientele (Premier clients with minimum ticket size of INR 25 lakhs and above), Fee based revenue generation, CASA & Liability Growth.
Account Relationship Manager
Citibank
12.2004 - 06.2006
- Acquisition of New to bank HNI clientele (Citigold Clients with Minimum ticket size of INR 30 Lakhs & above), CASA & Liability Growth and relationship management of self acquired clients.
Education
Post Graduate Diploma in Business Administration - Marketing
01.2003 - 1 2005
Master of Commerce - Marketing
01.2002 - 1 2004
Bachelor of Commerce - undefined
01.2002 - undefined
Skills
Interpersonal skills
Certification
The U.K.’s prestigious international TEP (Trust & Estate planning) certification, CLTI, 2024
Personal Information
- Date of Birth: 12/21/81
- Nationality: Indian
- Marital Status: Married
Contact
(+91-22) 2407 2178, (+91) 98191 96661
Timeline
Executive Director—Team Leader, Investment Advisory - KLAY CAPITAL LIMITED
01.2020 - 12.2021
Director—Investment Advisory - KLAY CAPITAL LIMITED
01.2020 - 12.2021
Senior Citigold Relationship Manager – Citigold Wealth Management - CITIBANK
04.2011 - 01.2015
Al Momiaz Client Relationship Manager – Wealth Management, Priority Banking - RAK Bank
01.2009 - 03.2011
Associate Vice President – Wealth Management, HSBC Premier - HSBC Bank
07.2006 - 10.2008
Account Relationship Manager - Citibank
12.2004 - 06.2006
M.E.T. Institute of Management Studies - Post Graduate Diploma in Business Administration, Marketing
01.2003 - 1 2005
Mumbai University - Master of Commerce, Marketing
01.2002 - 1 2004
S.I.E.S. College of Commerce & Economics - Bachelor of Commerce,
01.2002 - undefined
Executive DirectorWealth Planning Department - KLAY CAPITAL LIMITED
2 2015 - 8 2024
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