P

Prateek Nijhawan

Co-Founder

New Delhi, Delhi, India21 yrs 3 mos experience
Highly Stable

Key Highlights

  • 16 years of expertise in Sales and Marketing.
  • Proven track record in Wealth Management and Portfolio Management.
  • Recognized for excellence in client relationship management.
Stackforce AI infers this person is a seasoned professional in Wealth Management and Banking sectors.

Contact

LinkedIn

Skills

Core Skills

Wealth ManagementPortfolio Management

Other Skills

BankingBranch BankingBusiness Relationship ManagementCRMCapital MarketsCommercial BankingCreditCross SellingCustomer Relationship ManagementCustomer Relationship Management (CRM)DerivativesEquitiesFinanceInvestment AdvisoryInvestment Banking

About

A MBA with over 16 years’ experience in Sales and Marketing, Portfolio Management, Client Relationship Management and Team Management. Currently designated as Private Banker with Julius Baer Wealth Advisors. In my personal capacity invest into early stage startups. A proactive planner with abilities in implementing effective strategies for augmenting business, identifying and penetrating new market segments, promoting products for business excellence.

Experience

Sailthru ventures

Managing Partner

Aug 2022 – Present · 3 yrs 7 mos · New Delhi, Delhi, India

Julius baer

Director

Oct 2015 – Jul 2022 · 6 yrs 9 mos · New Delhi Area, India

Royal bank of scotland

3 roles

Director

Promoted

Apr 2015 – Oct 2015 · 6 mos

Vice President & Senior Private Banker

Promoted

Oct 2013 – Apr 2015 · 1 yr 6 mos

Assistant Vice President & Private Banker

Sep 2011 – Sep 2013 · 2 yrs

Citibank

Assistant Vice President

Oct 2004 – Aug 2011 · 6 yrs 10 mos

  • Designated as Citigold Select Banker with Citibank N. A.
  • Playing a key role in cross selling various products for the bank like Mortgages, Business loan, credit cards & Personal loans. Providing solutions to business accounts by focusing on trade (Export, Import & Bank Guarantee) & Foreign Exchange (Forward contracts). Managing high net worth customer base, advising on investments, portfolio management & acting as a wealth manager.
  • Honors and Awards
  • Awarded Best Relationship Manager Award Asia Pacific, Citibank 2007 and 2008. Award is one of the most prestigious awards in Citibank ( Regional Chairman Council).
  • Awarded Shooting Star National award for the Best RM on Investments 2007 and 2008.
Cross SellingPortfolio ManagementWealth ManagementInvestment Advisory

Education

Symbiosis Center for Management and Human Resource Development(SCMHRD), Pune

PGDM — MARKETING

Jan 2002 – Jan 2004

Delhi University

BCOM — Commerce

Jan 1998 – Jan 2001

Delhi Public School - R. K. Puram

CBSE — Computers

Jan 1987 – Jan 1998

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