Hemal Mehta
Wealth Manager | Treasury Management | Investment Banker | Financial Services & More
- Role
- Relationship Banker at Wells Fargo
- Location
- Marietta, GA, US
- LinkedIn followers
- 500 followers
About Hemal Mehta
Experienced professional having a proven track record of Client Acquisition/Relationship Building & expertise in managing Institutional-Corporate, HNI, and Retail clients as well as financial Advisors across banks, financial services, and Wealth Management.I am an energetic action-oriented sales leader who is passionate about people, leading change, and developing strong leaders. I believe that when we as an industry embrace technology we will make a difference and deliver an exceptional customer experience while improving our daily lives.• Provided high-touch service and individualized, comprehensive investment and wealth solutions to clients.Excellence in Business Development and Management in fast-paced international markets.• With efficient management & leadership expertise, I have successfully assisted in the branding and grand launch of Axis Asset Management Company in the Region, as well as the management of a portfolio of branches simultaneously & accorded twice with Best Relationship Manager - National Category• Successfully launched SME & HNI Segment for the Region and headed to the numero uno position across the nation. Won the prestigious Red Carpet award from Group Chairman & ED for remarkable performance across the Group of companies.• Established Corporate Business at Nippon Life Asset Management within a short span to be accorded with Star of the Quarter & Super Achiever.
Experience
Relationship Banker
Apr 2023 — Present · Atlanta, GA, US
Developed highly successful strong collaborative relationships, uncovering needs and recommending solutions. Ability to present complex solutions to a client base while building rapport and credibility.SIE, FINRA Series 6, 7 & 63 licensed with appropriate state registrations & Insurance licenses.• Committed to delivering an outstanding customer experience with a passion for seeing others thrive. Motivated by results and finding solutions, take initiative and exceed customer expectations.• Partner with internal specialists to deliver holistic investment solutions by identifying targeted investment strategies. Assist in the preparation of client performance review reports to measure progress to goals.• Monitor and manage client portfolios to align with client goals, objectives, risk tolerance and time horizons with extensive knowledge of banking & investment solutions.• Responsible for supporting the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through executing on portfolio analysis and sharing expertise in a wide range of investment product areas.• Delivered full range of investment products and services across the enterprise ensuring alignment to client goals and strategies while leveraging specialists and applicable investment management tools where appropriate.• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Education
Gujarat Technological University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
2006 — 2008
Gujarat University
Bachelor of Applied Science (B.A.Sc.), Chemistry
2003 — 2006
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