Anshu Saini
Associate Vice President - International Wealth & Premier Banking | Senior Premier Relationship Manager
- Role
- Senior Premier Relationship Manager at HSBC
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Anshu Saini
Leading with insight, empathy, and expertise to deliver exceptional outcomes in wealth and portfolio management. Manage and grow a portfolio of high-net-worth (HNW) clients, delivering tailored wealth management solutions aligned with long-term financial goals.Conduct comprehensive financial reviews, identifying opportunities in investment, insurance, and portfolio diversification.Advise clients on portfolio management strategies in compliance with HSBC’s global standards and regulatory frameworks.Collaborate with internal product specialists to deliver holistic financial planning, investment advisory, and retirement solutions.Guide clients through market volatility with strategic insights and consistent relationship engagement.Ensure full compliance with local regulations, maintaining certifications such as NISM - Portfolio Management Services.A lifelong learner.
Experience
Senior Premier Relationship Manager
Jan 2025 — Present · Pune, IN
Excited to share that I’ve been promoted to Senior Premier Relationship Manager at HSBC!This milestone reflects my journey of building lasting relationships, delivering consistent performance, and providing personalized wealth solutions to clients — especially across the NRI segment.Grateful for the trust of my clients, the support of my colleagues, and the recognition of key achievements in customer acquisition, AUM growth, and service excellence.This advancement reflects a journey built on deep banking knowledge, strict compliance adherence, and a client-first approach to delivering tailored financial solutions — particularly for our valued NRI clients.Key Role includes: Managing and growing a portfolio of high-value domestic & NRI clients Providing end-to-end advisory on investments, insurance, and banking solutions Driving customer acquisition, AUM growth, and cross-sell performance Ensuring strict compliance with regulatory standards (KYC, AML, product suitability) Applying in-depth banking knowledge to deliver tailored, goal-oriented strategies
Education
Biju Patnaik University of Technology, Odisha
Bachelor of Technology - BTech, Electrical, Electronics and Communications Engineering
2009 — 2013
Manipal University Bangalore
Post Graduate Diploma, Post Graduate Diploma in Banking & Finance
2016 — 2017
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