Saurav Sethia

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Saurav Sethia

Locality: Mumbai Area, India
Summary: CAREER CONSPECTUS Around 5 years experience in Wealth Management, Investment Analysis, Portfolio Management, Retail Banking and Relationship Management. Expertise in providing sales & advisory services to clients in investment / wealth management solutions thereby enhancing returns on investments. Experience of managing operations and implementing strategies towards enhancing market penetration, business volumes and growth & profitability. Excellent analytical, negotiation & interpersonal skills with demonstrated communication and relationship management abilities. PROFICIENCY FORTE Private Wealth Management: Framing asset management strategies for individuals and business owners towards the accomplishment of their goals. Providing clients with financial services with a view to protect and transfer their wealth by solving complex needs about investment planning. Understanding financial requirements, designing & creating portfolios, evaluating risk return appetite, constraints & horizon. Business Development & Revenue Generation: Generating profitability through the investment business as well as planning activities so as to achieve the sales targets. Studying financial market, appraising investments and dealing with equity market & other asset class. Customer Centric & Relationship Management: Monitoring clients portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels. Taking adequate measures to ensure optimum utilisation of surplus funds of clients towards accomplishment of targets. Building and maintaining healthy business relations with major clients, ensuring the customer satisfaction by achieving delivery and service quality norms.
Past: Financial Manager at HSBC
Education:  Institute for techonolgy and management MArketing and Finance (2004-2006) 
 presitge   

Industry: Investment Management
Skills: CERTIFICATIONS IRDA (Insurance Regulatory Development Authority) Ceritified. AMFI (Association of Mutual Funds of India) Certified for Advisors module conducted by NSE. NSES Certification in Financial Markets cleared Capital Market Dealers Module.
Experience: Barclays Bank (Public Company; 10,001 or more employees; BARC; Banking industry): Premier Relationship Manager,  (March 2008-Present) Source new Premier Banking Clients inline with the defined target profile. Constantly monitor client portfolio and recommend appropriate investment solutions. Specializing in Premier banking product offering: o Investment Advisory Services. o S...
Interests: Playing Snooker and Horse Riding
Interests: career opportunities, consulting offers, job inquiries, expertise requests, getting back in touch

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The Doon School

Akshit Batra was adjudged Best Speaker of the debate, Skand Goel was awarded the Seco nd Best Speaker , and Saurav Sethia was adjudged Third Best Speaker of the debate.