Rubina Qureshi
Relationship Manager at Barclays Bank
- Role
- Relationship Manager at Barclays
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rubina Qureshi
Success in Private Banking lies not in competitive differentiation, but in superior customization to the client at hand.\"Trust\" is the single most powerful reason for clients to join and stay.A competent professional having 4 years rich experience with leading organizations focusing on Private Wealth Management, Relationship Management, Team Management, Family office, Product/Process design & development.I have been with Kotak Mahindra Bank & Barclays Bank in their Investments & Wealth management division. I presently take the initiative for the Private Wealth Management vertical at Barclays Bank. This vertical works with a cross section of resident and non – resident individuals, corporate houses, trusts etc. in trying to provide meaningful inputs to aid in investment decision making.Specialties: Banking, Financial Services, Broking, Private Banking, Wealth Management, Relationship Management, Driving Balance sheet growth, Team Management, Marketing & Sales Promotion, Product Management & Sales management. Specialties in products like Mutual funds, Life & General Insurance, Equity Trading and portfolios, PMS (Discretionary & Non Discretionary), Structured Products, Advisory fee models etc.
Experience
Relationship Manager
Sep 2010 — Present
Education
Mumbai University, (Rizvi Institute of Management
M.M.S (Master; specialized
2006 — 2008
L.S.Raheja College of Arts and Commerce
B.Com
2002 — 2005
Skills
- Business Development
- Wealth Management
- Microsoft Office
- Investment Advisory
- Gui
- Private Banking
- Strategic Financial Planning
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Trade Finance
- Corporate Finance
- Retail Banking
- Derivatives
- Credit Cards
- Structured Products
- Research
- Financial Risk
- Capital Markets
- Equities
- Customer Relations
- Relationship Management
- Credit
- Investments
- Portfolio Management
- Competitive Analysis
- Loans
- Finance
- Options
- Insurance
- Mis
- Customer Service
- Credit Analysis
- Prime
- Commercial Banking
- Leadership
- Cross Selling
- Financial Services
- Financial Markets
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