Shivani Gupta
Head of Advisory Sales Enablement - Global Private Banking @HSBC
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WORK HISTORY
Head of Advisory Sales Enablement - Global Private Banking @HSBC
London, GB
EDUCATION
Indian Institute of Foreign Trade
MBA (IB)
CFA
CFA
Delhi University
Hansraj College, BA (Hons) Economics
SKILLS
ABOUT SHIVANI GUPTA
Industry Expertise: Private Banking and Wealth ManagementFunctional Expertise : Advisory Propostion and Models, Client Suitability and Risk Profiling, Wealth Lending, Model Risk Management, Investment Product Management, Customer Propositions, Digital Advice, Business Model Development.Retail Banking and Wealth Management professional with 20+ years experience across developing and managing advisory propositions, financial planning frameworks and business planning & strategy. Strong exposure from start to finish on product & proposition development for Emerging Affluent as well as Private Banking customer segments. Extensive understanding of Retail Banking and Wealth Management viz key success factors, processes & systems and products & offerings. Robust experience in working with global and regional teams and leading cross functional teams for new business set-up and product launch.
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