Aftab Raza
Private Banking & NRI Portfolio Specialist | Trusted Advisor to HNI Clients | Delivering Tailored Wealth & Investment Solutions @SBM Bank India Ltd
- Role
- Private Wealth at Sbm Bank India
- Location
- Indore, MP, IN
- LinkedIn followers
- 500 followers
About Aftab Raza
I am handing NRI & Resident portfolio, services in Indore.I used to take care for entire MP Region NRI investments, operations, services and portfolio management of NRI as well as HNI clients.Responsibilities handled-Managed NRI Banking Segment for Indore thereby offered exclusive banking services and investment options Used financial acumen and investment expertise to provide exceptional services to NRI clients by understanding their financial needs and developed customized portfolios, thereby helping to reach short term and long term investment goals Conducted risk profiling and showcased investment products as per the client risk profile, to optimize investment requirements Ensured an optimum Customer to Group (CTG) and Income generating Product Group Holding (IPGH) is reached through best products that are unbiased, innovative and backed by sound research.I have a rich experience of 10 Years + in NRI & HNI Retail Branch Banking with Portfolio Management & Services.
Experience
Private Wealth
May 2025 — Present · Indore, IN
Education
Delhi Public School - Vindhyanagar
Higher Secondary, All Subjects
2007 — 2008
Manipal University
Diploma, Banking and Financial Support Services
2014 — 2015
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor's degree, Mechanical Engineering
2010 — 2014
Delhi Public School- Vindhyanagar
Senior Secondary, Mathematics
2009 — 2010
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