Amreen Bagadiya
Wealth Banker
- Role
- Treasures Relationship Manager at DBS Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Amreen Bagadiya
With over 6 years of experience managing high-value NRI and HNI portfolios across premier…
Experience
Treasures Relationship Manager
Aug 2025 — Present · Mumbai, IN
Manage and grow a portfolio of HNI & UHNI clients, delivering bespoke wealth management solutions in mutual funds, ULIPs, traditional insurance, structured products, and deposits. • Develop and execute personalized investment strategies aligned with clients’ short- and long-term financial objectives. • Acquire new affluent clients through referrals, market mapping, and strategic networking while deepening existing relationships to increase wallet share. • Provide end-to-end relationship management, including financial planning, risk profiling, portfolio monitoring, and performance reviews. • Collaborate with product, research, and service teams to ensure seamless client experiences and exceptional service delivery. • Consistently exceed revenue, acquisition, and cross-sell targets, in line with DBS Treasures’ premium client service standards.
Education
University of Mumbai
Bachelor of Commerce - BCom
2017 — 2018
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