Rajat Hazrati
Vice President & Senior Client Partner-private Wealth Management @ICICI Securities
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WORK HISTORY
Vice President & Senior Client Partner-private Wealth Management @ICICI Securities
Delhi, IN
Private Banking, Relationship Management, Wealth Management, Portfolio Analysis, Investment Banking, Investment Advisory, Lending Opportunities, Direct Equities, Insurance, Business Development, Acquisition, Managing UHNI & HNI Families, CXOs, Promoter Family Offices, Corporates & Treasuries.
EDUCATION
Indian Institute of Technology, Madras
Master of Business Administration (M.B.A.), Department of Management Studies, IIT Madras, Finance & Operations
Delhi College of Engineering
Bachelor of Engineering (B.E.), DCE, University of Delhi, Mechanical Engineering
Father Agnel School
High School, Class XII
Father Agnel School
High School, Class X
SKILLS
ABOUT RAJAT HAZRATI
A core banking professional, who understands, interprets and quickly adapts to businesses, have a natural flair with people and relationships and have an ability to manage teams and work across project/cross functional teams. With a total of 19 years of experience with Citi & ICICI, core competencies include private banking, client acquisition, relationship management, business development, portfolio advisory, wealth management, family offices, working with corporates and treasuries, investment advisory, learning new products/processes, customer centricity, quick service delivery, sharpness in quality and attention to detail. Have an ability to interact with people & cross functional teams within and across boundariesExtreme levels of experience in Private Banking, Business development, Relationship management, Core banking, Wealth Management, Portfolio Management, Portfolio Advisory, Asset Allocation, Treasury and Trade solutions, Investments Operations, Complaint handling, Client servicing, Client on boarding, KYC profiling including Name Screenings, AML and Compliance deliverables, Margin backed Finance, ESOP Funding, Real Estate Mortgage (RRE/CRE), Internal Audit deliverables.
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