Ankur M.

Head of Banks Americas | Relationship Management, Treasury and Trade Solutions & Risk Management | Driving Revenue Growth & Strategic Client Coverage | 20+ Years Experience | Real Estate Investment

Role
Head of Banks Americas at 瑞银集团
Location
New York, NY, US
LinkedIn followers
500 followers

About Ankur M.

I am a seasoned banking executive with 20+ years of experience managing complex client relationships and driving revenue growth across the Americas, South Asia, and Australia. As Head of Relationships - Americas at UBS, I have led coverage of global financial institutions, cultivated multi-product mandates, and consistently delivered strong P&L performance.My expertise spans across transaction banking including cash management, trade and export finance, securities services & treasury solutions, debt capital markets — with a strong foundation in risk management, compliance, and operational efficiency. I specialise in structuring tailored financial and credit solutions, negotiating complex mandates, and optimising payment flows, settlement structures, and treasury solutions for banks, broker-dealers and asset managers.Beyond revenue generation, I take pride in mentoring junior relationship managers, developing client strategies in partnership with senior product teams, and representing my firms in key industry forums such as BAFT and APLMA. Recognized with multiple awards, including UBS’s APAC President Collaboration Award, I am known for building trusted partnerships and delivering results through collaboration.I am passionate about connecting strategy with execution, driving both profitability and risk discipline, and supporting clients with innovative financial solutions that anticipate market trends.

Experience

  1. Head of Banks Americas

    瑞银集团

    Aug 2022 — Present · New York, NY, US

    Head the Banks Americas covering Banks and Brokers in the region. • Lead coverage of the most complex financial institution clients across the Americas, South Asia, and the Pacific, portfolio-level P&L with a particular focus on transactions banking revenues, cross-selling of services. • Cultivated and converted client relationships into multi-product mandates spanning across payments, custody/securities services, trade & export finance, secondary market risk participation, debt capital markets, and loan syndications. • Negotiated and structured financial solutions to meet diverse client needs. • Assessed and managed client risk exposure, ensuring compliance with AML/KYC policies and proactively addressing fraud and operational risks. • Partnered with product teams to evaluate optimum solutions for clients. • Represented UBS in global industry forums (BAFT, APLMA, Swiss Business Hub); contributed to product launches including custody services in Singapore/HK. • Mentored junior relationship managers and conducted internal training sessions. • Recognition: APAC President Collaboration Award (2021), UBS Group Franchise Award Finalist (2018), Hackathon Winner (2016).

Education

  • Delhi Public School, Ranchi

    Senior Secondary School, English, Hindi, Maths, Science, Accounts, Economics

    1989 — 1998

  • K.J.Somaiya Institute of Management Studies and Research, Vidyavihar, Mumbai

    PGPIB, Internatioanl Business, Accounting, EXIM

    2001 — 2003

  • Delhi University

    B.Com (H), Accounts, Economics, Maths, Business Studies, English

    1998 — 2001

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Ankur M. — Head of Banks Americas at 瑞银集团 in New York, NY, US | Unifers