Anurag Singh
Team Lead-treasures Banking @DBS Bank
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WORK HISTORY
Team Lead-treasures Banking @DBS Bank
Pune, IN
Build and manage a portfolio of HNI/UHNI clients, delivering personalized wealth management solutions. • Understand client financial goals and provide holistic advice across asset classes including mutual funds, equities, PMS, bonds, AIFs, insurance, estate planning, and more. • Conduct regular portfolio reviews and update clients on performance, risk exposure, and recommended course corrections. • Collaborate with internal product teams to ensure timely updates on investment offerings and market insights. • Ensure strict compliance with regulatory norms (SEBI, RBI) and internal risk policies. • Acquire new clients through referrals, business development initiatives, and relationship-building strategies.
EDUCATION
All Saint's School
Higher Secondary
Army public School
Sch
T.A.PAI MANAGEMENT INSTITUTE
Certificate
Manipal University
Master of Business Administration (MBA)
Bhopal School of Social Sciences
B.com
Manipal Academy of Higher Education
post graduation diploma in B & F
ABOUT ANURAG SINGH
I am an accomplished Banking professional with over 13 years of experience currently…
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