SAUD HASHMI

Senior Manager, Priority Relationship ManagerFull Time

• Job Details:Manage a diverse portfolio of high-net-worth (HNI) clients, delivering personalized financial strategies aligned with their unique financial goals. Build and deepen client relationships to enhance customer satisfaction, loyalty, and long-term engagement. Focus on increasing total relationship value (TRV) and assets under management (AUM) through targeted cross-selling and advisory.

Branch Relationship ManagerFull Time

• Job Details:-Managed a portfolio of high-net-worth clients, ensuring tailored financial strategies to meet individual needs. -Cultivated and strengthened business relationships, driving improved customer satisfaction and loyalty. - Provided expert financial advice by assessing clients' goals and tailoring investment plans to achieve optimal results. - Led investment initiatives focused on maximizing portfolio performance and enhancing overall returns. - Collaborated with cross-functional departments to ensure seamless service delivery and a superior customer experience

Select Relationship ManagerFull Time

• Job Details:-Managed a portfolio of high-net-worth clients, ensuring tailored financial strategies to meet individual needs. -Cultivated and strengthened business relationships, driving improved customer satisfaction and loyalty. - Provided expert financial advice by assessing clients' goals and tailoring investment plans to achieve optimal results. - Led investment initiatives focused on maximizing portfolio performance and enhancing overall returns. - Collaborated with cross-functional departments to ensure seamless service delivery and a superior customer experience