Rajat Rara
Associate Director & Senior Wealth Specialist Wealth Soultions at Standard Chartered
- Role
- Associate Director & Senior Wealth Specialist at Standard Chartered
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Rajat Rara
Institutional Sales | Alternative Asset Management, leveraging experience as an Associate Director & Senior Wealth Specialist.
Experience
Associate Director & Senior Wealth Specialist
Aug 2023 — Present · Gurugram, IN
Relationship Management: Building and maintaining strong relationships with high-net-worth clients in the Gurgaon area, understanding their financial goals, needs, and preferences.Wealth Advisory: Providing comprehensive wealth management advice, including investment planning, portfolio management, retirement planning, estate planning, and wealth preservation strategies.Portfolio Management: Designing and managing customized investment portfolios tailored to each client\'s risk tolerance, investment objectives, and time horizon.Financial Planning: Conducting in-depth financial analyses and developing holistic financial plans to help clients achieve their long-term financial goals.Product Knowledge: Staying abreast of market trends, investment products, and regulatory changes, ensuring compliance with internal policies and regulatory requirements.Team Collaboration: Collaborating closely with internal teams, including Relationship Managers and Branch Heads, to deliver best-in-class wealth management solutions to clients.Performance Tracking: Monitoring and evaluating the performance of client portfolios, making proactive adjustments as needed to optimize returns and mitigate risks.Ongoing Training Initiatives: Conducted regular product training sessions for the team to keep them updated on industry trends and product features, fostering continuous learning and development.Sales Process Optimization: Developed & implemented a streamlined sales process to empower the team in achieving sales targets effectively & efficiently.
Education
INDIAN SCHOOL OF BUSINESS MANAGEMENT AND ADMINISTRATION
Bachelor of Business Administration
2016 — 2016
National Institute of Securities Markets (NISM)
Certificate, Mutual Fund 5 A
National Institute of Securities Markets (NISM)
Certificate , XXI-A
INDIAN SCHOOL OF BUSINESS MANAGEMENT AND ADMINISTRATION
EMBA in Finance Management
University of Rajasthan
Bachelor's degree, Commerce
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