Satyendra Kumar Singh

Flat No: C/506, Sunflower CHS.

Thakur Village, Kandivli East.
Mumbai-400101
Cell: 9819828412
E-mail: satyendra.singh@hotmail.com

Objective : To seek a challenging opening where my creativity strong work ethic and other managerial traits
can be used to add value while achieving organization’s short term and long term objectives .

Career Summary
 M.B.A, over 7 years of sales and Marketing experience in Financial Service Sector.
 Accomplished at developing sales and marketing strategy for complete market coverage and business
development.
 Experience of both Banking and Investment products and skilled in managing relationships.
 Demonstrated experience of promoting and improving customer reach and service.
Achievement:
 Winner of Singapore & Indonesia Contest (MetLife India Insurance Co. Pvt. Ltd).
 Winner of Hong Kong Contest (MetLife India Insurance Co. Pvt. Ltd).
 Winner of Wild Wild West Contest (MetLife India Insurance Co. Pvt. Ltd).
 Awarded for being 1st International Relationship Manager Barclays Bank Plc, India.
 Winner of Hong Kong & Macau Contest (AVIVA Life Insurance Co. Pvt. Ltd).

Team handling of wealth managers, Advising Key HNI clients, assisting/training team members,
recruitment/increasing team size as per budget, achieving the targets for the cluster.
 Able to manage the operations of a medium sized team through independent decision making with
business development as prime focus.
 Responsible for relationship management with NRI / HNI customers.
 To motivate and train team of wealth managers to achieve set targets and high quality service standards.
 To recruit team of wealth managers.
 End to end financial solutions to for HNW Client keeping in view, the ultimate objective of generating
revenue for the organization,
 Managing portfolio asset allocation across asset classes, debt, equity, venture/private equity funds &
structured products, life & non life insurance.
 Framing financial management strategies for team and business owners towards the accomplishment of
their financial goals.
 Strict KYC adherence & compliance with the organizations policies in all client interactions.
 Responsible for managing the region Profitability, ensuring high quality service and Customer relationship
Management

Certification in Financial Markets

 Pursuing Certified Financial Planner (CFP) from Financial Planning Standards Board, India
 Certificate in Capital Market (Dealers) Module NSE. Mumbai
 Certificate in AMFI-Mutual Fund (Advisor) Module NSE. Mumbai
  Certificate in Derivatives Market (Dealers) Module NSE. Mumbai
 Certificate in Life Insurance (Advisor ) Module IRDA
 Certificate in Sales training under gone through “DOORS”(Courtesy of ABN AMRO Bank)
 Certificate in Branch Banking Training (Courtesy of ABN AMRO Bank)
 Certificate in Personal Banking from NIS Sparta.
 Certificate in Introduction to Companies and Stocks (Courtesy of Barclays Global Premier Academy )
 Certificate in Introduction to Hedge Funds (Courtesy of Barclays Global Premier Academy )
 Certificate in Understanding Clients’ Need (Courtesy of Barclays Global Premier Academy )
 Certificate in Equity Analysis (Courtesy of Barclays Global Premier Academy )
 Certificate in Market Risk (Courtesy of Barclays Global Premier Academy )
 Certificate in Equity Liquidity & Leverage (Courtesy of Barclays Global Premier Academy )
 Training on Basics of Financial Planning ( Courtesy of Franklin Templeton Learning Academy )
 Training on Asset Allocation & Systematic Investment ( Courtesy of Franklin Templeton Learning
Academy)
 Training on Mathematics of Investing ( Courtesy of Franklin Templeton Learning Academy )
 Training on Advising Retail Investors ( Courtesy of Franklin Templeton Learning Academy )
 Training on Building Client Focused Advisory Business ( Courtesy of Franklin Templeton Learning
Academy )
 Training on Understanding Debt Market ( Courtesy of Franklin Templeton Learning Academy )

Organization : DBS Bank Ltd

Designation : Sr. Relationship Manager, Wealth Management
Duration : Jan 2009 – Feb 2010
Job Responsibility:
Profile involves wealth management and banking solutions for the High Net worth Clientele of DBS Bank’s
Flagship Branch.

 Wealth Management Services: Design and asset allocation of individual portfolios. Products handled
include PMS, equity, mutual funds, bonds, structured products and private equity investments.
 Cultivate and manage new and existing client relationships of high-net-worth individuals and their related
businesses.
 Develop sales plan for each relationship to provide an array of Wealth Management services through Third
Party Mutual Funds, PMS, Structured Products, Credit and Personal Banking products.

 Banking Solutions: Responsibilities include branch CASA growth and incremental revenues from trade
transactions and remittances.

 Business Growth Targets: Development of new catchments areas in South Mumbai. Responsible for
deepening and widening DBS Bank footprint in the country’s premier residential location.

 Interfacing with Bancassurance partners to drive Insurance sales and corresponding with other bank
departments to drive cross sell initiatives.

 Public Relations and Events: Planning, designing and executing client-contact occasions/employee relations
events and communications for the DBS Mumbai branch. Understanding the services offered by the bank in
the context of a holistic Wealth Management framework.
 Continually expand referral network through contact with various internal business partners and external
financial intermediaries.

Organization : Barclays Bank PLC

Designation : Premier Relationship Manager, Premier Banking
Duration : July 2008 – Dec 2008
Job Responsibility:
 Providing Portfolio Management Services from top PMS providers (HDFC AMC, ICICI AMC, and DSP
Merrill Lynch AMC).
 Acquisition of new Wealth Clients & deepening of existing relationships.
 Providing Comprehensive Financial Planning to HNI.
 Marketing and developing client’s relations for Promotion of the organization as such.
 Developing and maintaining with various fund houses.
 Catering Insurance need (Life insurance and General Insurance).

Organization : AXIS Bank Ltd

Designation : Relationship Manager, Mumbai Priority Banking
Duration : July 2006 – July 2008
Job Responsibility:
 Financial Advisory Head for Priority Banking Branch, acting as a single point contact for all the
Investment & Insurance and facilitating transactions through Branch Team.
 Providing Wealth Management services catering to all insurance, investment, and other tool for long term
and short term financial goal.
 Generating revenue for the bank through institutional and HNI sales.
 Mutual fund comparison and recommending select scheme for clients.
 Maintaining the existing clients and increasing size and awareness through presentation and seminar
at regular intervals.
Organization : ING Vysya Bank
Designation : Sr. Relationship Manager, Mumbai Consumer Banking India
Duration : July 2005 – June 2006

Job Responsibility:
 Generating revenue to the bank through HNI (Mutual Fund & Life insurance) sales.
 Providing Investments Advisory Services in Mutual funds to the existing clients of the bank and managing
their portfolio in mutual funds.
 Understanding the investors need and making them invest in the right fund to maximize their profit to help
them achieve their investment goals.

 Also targeting and selling mutual funds to banks HNI clients and generating references from existing clients.
 Responsible for achieving sales and services target liquid assets products business account and saving
account.

Organization : ABN AMRO Bank N.V.

Designation : Personal Banker, Mumbai Consumer Banking, India
Duration : July 2004 - May 2005
Job Responsibility:
 To approach liquids asset product business account and saving account.
 To approach for investment portfolio allocation into liquid assets and medium and long term investments.
 Rationalize existing liabilities and determine insurance (Life & General) requirements.
 Product selection and portfolio review and rebalance with choice.
 Also responsible for maintain customer, prospects and competitor databases and assessing devising and
implementing marketing promotions.

Organization : CNC world wide express.

Designation : Area Sales Manager
Duration : July 2002 - May 2004
Job Responsibility:
 Planned and implemented sales strategies to attain growth.
 Identified and developed new segments/ underdeveloped territories.
 Setup and established offices in new locations, to improve customer reach.
 Monitored and reduced sales and marketing costs.
 Recruited, developed and managed teams.
Professional Qualification:
MBA (Full Time) from Dewan Institute of Management Studies, Meerut, in the year 2000-2002.
Specialization : Marketing

Academic Qualification:
 B.A.(Phi,Eco,Pol) year 1997-2000 from Allahabad University, Allahabad
 12th (Science)-year 1996-1997 from Queens College ,Varanasi
Computer skills: Basics, Ms Office2000, Internet

Personal Information:
Date of birth : 10th July 1980
Nationality : India
Languages known : English & Hindi.
Marital Status : Married

(Satyendra Kumar Singh)