Farhaan S.
Private Banker | NRI Relationship Manager | Wealth Management Specialist (HNI & NRI Advisory)
- Role
- Private Banker at HDFC Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Farhaan S.
Global Wealth Management | Private Banking | NRI & Cross-Border Advisory | HNI/UHNI…
Experience
Private Banker
Jun 2023 — Present · Mumbai, IN
Built and cultivated strong relationships with high net worth individuals (HNIs), gaining insights into their financial objectives and preferences. • Provided personalized financial advisory services, including wealth management strategies, investment planning, and estate planning, to meet clients’ unique needs and goals. • Developed and implemented comprehensive financial plans, continuously monitoring clients’ portfolios and recommending adjustments to optimize performance and mitigate risks. • Offered a wide array of banking and investment products and services, such as mutual funds, insurance, structured products, and loans, to address clients’ diverse financial requirements. • Collaborated cross-functionally with internal teams, including investment advisors, product specialists, and legal and compliance departments, to deliver tailored financial solutions and ensure regulatory compliance. • Exceeded sales targets and key performance indicators (KPIs) consistently, demonstrating strong sales acumen and client management skills. • Stayed abreast of industry regulations, market trends, and financial products, maintaining a high level of expertise to provide informed advice to clients and ensure adherence to regulatory standards. • Delivered exceptional customer service, fostering long-term client relationships and enhancing overall satisfaction and retention rates.
Education
Children Welfare Centre Claras College of Education Yari Road Versova Mumbai-400 06
Bachelor's degree, Business, Management, Marketing, and Related Support Services
2009 — 2012
Rajasthani Seva Sanghas College of Arts and Commerce Sriniwas Bagarkar Marg J B Nagar Andheri East Mumbai 400 059
H. S. C, Business/Commerce, General
2007 — 2009
Holy Family High School
S. S. C, schooling
DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
Master's degree, Marketing/Marketing Management, General
2015 — 2018
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