E Arpan Kumar Patro

Business Development Executive

Hyderabad, Telangana, India7 yrs 9 mos experience
Most Likely To Switch

Key Highlights

  • Expert in strategic investment planning and portfolio optimization.
  • Proven track record in client relationship management.
  • Strong analytical skills with a customer-focused approach.
Stackforce AI infers this person is a Wealth Management Specialist with expertise in Fintech.

Contact

LinkedIn

Skills

Core Skills

Wealth ManagementClient Relationship Management

Other Skills

Client servicingFinancial PlanningInvestment AdvisoryInvestment BankingLeadershipManagementMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordMutual FundsPublic SpeakingTeam LeadershipTeam Management

About

A wealth management specialist with a track record of successfully implementing strategic investment plans, optimizing financial portfolios, and offering customized financial solutions. proficiency in client relationship management, asset allocation, and risk assessment. adept in negotiating intricate financial markets to help clients achieve their goals. Strong analytical abilities and a customer-focused strategy are needed to reach long-term financial objectives.

Experience

Hsbc

AVP - Premier Relationship Manager

Apr 2023 – Present · 2 yrs 11 mos · Hyderabad, Telangana, India

Citi

Senior Wealth Manager

Jul 2021 – Mar 2023 · 1 yr 8 mos · Hyderabad, Telangana, India

Icici bank

Senior Wealth Manager

Mar 2019 – Jul 2021 · 2 yrs 4 mos · Hyderabad Area, India

  • Dealing with HNI clients - Wealth Intensive.
  • Educating clients on various financial matters and
  • providing professional recommendations on investment
  • opportunities, products and services based on each
  • clients' individual needs.
  • Highlighting values and educating clients on investment,
  • insurance and banking products.
  • Researching Financial Planning rules and regulations,
  • interviewing industry experts, constructing financial
  • models, performing sensitivity analysis and compiling
  • final reports to deliver top-notch services to customers.

Hdfc bank

Preferred Relationship Manager

May 2018 – Mar 2019 · 10 mos · Bhubaneshwar Area, India

  • Client Relationship

Reserve bank of india (rbi)

Internship Trainee

Apr 2017 – May 2017 · 1 mo · Bhubaneswar, Orissa, India

  • Financial Inclusion And Development Department (FIDD) - RBI

Education

IMI Delhi

Postgraduate Degree — Finance & Marketing

Jan 2016 – Jan 2018

Khallikote autonomous college

Bachelor of Commerce (B.Com.) — Accounting and Finance

Jan 2012 – Jan 2015

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