Joseph Mathew

About Joseph Mathew

After completing my schooling from St. Columba\'s School New Delhi, I joined New Delhi Institute of Management in 2002 for pursuing my graduation - BBA (Finance). Over the 3 years @ NDIM besides getting theoretical knowledge of various aspects around finance, I was given an opportunity to do a SWOT analysis for a leading garment export company and present it to the management. Post completing my graduation, I decided to do my MBA in Finance and joined WLC (Delhi Campus). It was a 2 year full time course with an 14 month training in an area where you as a student want to do a major, as I had decided to be in banking and finance I was selected by Kotak Securities. During this 14 months training I got a lot of insights, practical knowledge and skill sets for implementing the management principles that I had learned over the last 3-4 years to excel and grow. It was during campus selection week at WLC when I first got to know about Client Associates, post understanding their business model and the career path that they offered, I decided to attend the interview session and got selected as an Analyst. The journey at Client Associates started in June 2007 as an analyst, I was responsible for all analytical research work which had to be done for clients being managed by my team. It was in 2008 when I was promoted as an Associate, a role where I could and was able to meet, interact and advice investors and help them achieve their financial goals.

Experience

1. Executive Director

   Client Associates

   Jun 2007 — Present · Gurugram, IN

   As a private banking professional, my responsibilities at Client Associates include:1.Build and maintain relationship with HNWIs by offering private wealth management solutions. 2.Managing and coordinating all aspects of the customer\'s financial relationship, including but not limited to financial planning, investments, insurance advice & estate planning services also known as “Family Office”. 3.To build, maintain and enhance relationship values with HNWIs by advising products appropriate to their risk profile and investment objective with a view to maximize the share of the wallet.4.Determining a client\'s attitude to risk, where they are in their \'stage of life\' investment cycle, creating an appropriate asset allocation structure and educating them through the investment process.5.Delivering personalized financial plans and product/service recommendations and working with the client to implement financial plans either directly or by leveraging the appropriate domain specialists or alternate delivery channels.6.Partnering with various domain specialists to identify the customer\'s specific financial goals/aspirations & proactively monitoring ongoing customer needs and market trends for portfolio optimization. 7.Achievement of AUM targets, proactively sourcing & soliciting new clients through reference generation visits in order to increase customer base and achieve business objectives.8.To understand the market requirements and provide information to the product development team to offer appropriate solutions.9.Implementation of sales and marketing plans at brand building, promoting products and services to the clients.10.Ensuring requisite compliance with all applicable rules and regulations including Foreign Exchange Management Regulation and Anti Money Laundering requirements.

Education

• Wigan and Leigh College

  Master of Business Administration (M.B.A.), Finance and Financial Management Services

  2005 — 2007

• New Delhi Institute Of Management

  Bachelor’s Degree, Finance and Financial Management Services

  2002 — 2005

• St Columbas School

  High School

  1989 — 2002