Robin Mathew
Certified Financial Goal Planner | Alternative Investments | Global Equities | Commodities | Digital Assets | International Wealth Management
- Role
- AVP - International Wealth & Premier Banking at HSBC
- Location
- Kochi, KL, IN
- LinkedIn followers
- 500 followers
About Robin Mathew
With over 10+ years of experience across the financial sectors in India and the UAE. I…
Experience
AVP - International Wealth & Premier Banking
Apr 2024 — Present · Kochi, IN
Achieve revenue targets through banking Fee, net interest Income and investment Fee.• Proactively monitors client affairs and follow through with opportunities identified during discovery and financial planning.• Monitor clients’ portfolios on a regular basis to identify business opportunities and revenue growth potential.• Acquire new clients and drive revenue and AUM from them.• Monitor market trends and providing insights and recommendations to enhance client satisfaction and drive business.• Serve as the primary point of contact for clients, addressing their inquiries, concerns, and requests.• Collaborate with internal teams to ensure smooth and efficient delivery of products and services.• Ensure regulatory compliance as laid down by relevant authorities.• Acts as the client’s trusted advisor and provide them with the right solutions.• Collaborate with business partners to offer a seamless customized solution.• Acts as an educator to provide clients with required knowledge to make informed decision.
Skills
- Supply Chain Management
- Marketing Research
- Sourcing
- Strategic Planning
- Management
- Entrepreneurship
- New Business Opportunities
- Business Relationship Management
- International Business
- Marketing Communications
- Business Planning
- Competitive Intelligence
- Marketing Strategy
- Personal Finance
- Financial Analysis
- Equities
- Life Insurance
- Finance
- Teamwork
- Banking
- Mutual Funds
- Team Management
- Creative Strategy
- New Business Development
- E-Commerce
- International Sales
- Sales Management
- Pricing
- Negotiation
- Market Analysis
- Microsoft Office
- Sales
- Marketing
- Business Development
- Wealth Management
- Procurement
- Market Research
- Portfolio Management
- Competitive Analysis
- Market Intelligence
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