Abhay Khubalkar
Cluster Head & Director – Private Banking and Wealth Management at Standard Chartered Bank
- Role
- Cluster Head & Director Private Banking and Wealth Management at Standard Chartered
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Abhay Khubalkar
Cluster Head & Director – Private Banking and Wealth Management with 15+ years experience in BFSI ( Banking and Financial Services Industry)I have handled different roles over 15+ years in various client segments viz. Retail/ Branch Banking, NRI Banking, Premium Banking and presently Private Banking for Welath Management and clienr credit/ lending needs. I had the priviledge of leading large teams and also work on Individual standalone role. I have worked on well organised established platform as well as have exposure to a new start-up and have grown business from the scratch as acquisition is one of my best strengths. I have worked on challenging assignments in the areas of :• Retail Banking, NRI Banking, Premium Banking, Private Banking segments• Managing HNW NRI/ Global Indian clients from various geographies like Singapore, Indonesia, Hongkong, Japan, Africa and Middle East• Wealth Management and Portfolio Management• New Business Development/ Aquisitions• Team Management & Leadership• Relationship Management & Service Delivery• Credit Risk Assessment and Lending, Mortgages, LAP, etc
Experience
Cluster Head & Director Private Banking and Wealth Management
Aug 2010 — Present
Presently I am working as Cluster Head & Director – Private Banking and Wealth Management in Standard Chartered Bank since close to 15 years with a team of Service Relationship Managers/ Investment Advisors. I manage Ultra HNI clients including NRI/ Global Indian clients with a minimum threshold of USD 1 Mio.• Managing Ultra High Networth Clients (Resident/ NRIs/ Corporates) for their investment and lending needs. I have a special thrust on NRI/ Global Indian clients. The clients are from various geographies like Singapore, Indonesia, Hongkong, Japan, UK, UAE, Africa and Middle East.• Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, E-Gold, Commodities, Currency Derivatives, Real Estate Advisory, Estate Planning etc. • Credit Risk Assessment and business lending, Lending against Investments, Morgages, lending Against Property, etc• Carry out qurterly/ annual portfolio review and analysis of the client’s investment portfolio to ensure that the investments are inline with the client’s expecttions and risk profile.• Acquire NTB (New To Bank) clients as well as manage & grow the AUM of existing client relationships effectively• Responsible for strong service delivery and also advise clients on various other value added serives like Money Transfers, Repatriation, Remittances, FEMA regulations, LRS (Liberalised Remittance Scheme), Taxation, DTAA, etc
Education
YCCE, Nagpur
BE, Mech Engg
1994 — 1997
Sydenham Institute Of Management Studies and Research Enterprenureship Education, Mumbai, India
Master of Business Administration (M.B.A.), Marketing
1997 — 1999
Skills
- Business Development
- Wealth Management
- Relationship Management
- Portfolio Management
- Loans
- Strategy
- Remittances
- Investments
- Retail Banking
- Credit
- Banking
- Mutual Funds
- Team Management
- Cross Selling
- Finance
- Branch Banking
- Financial Services
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