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SURENDRA PATEL
UTI
Asset
Management
Company
PROFESSIONAL EXPERIENCE
National Bank of Oman S.A.O.G
Role
: Investment Specialist
Location
: Muscat- Sultanate of Oman
The role encompasses all the activities of wealth management. The core
responsibility being
Tracking global markets & commodities
Identifying investment opportunities and communicating the same to the RMs
Identify clients portfolio re-balancing opportunities
Product Development
Joint clients call with RMs
Achievements
Increased revenue by 200%
Increased the number of clients by more than 100%
Added new products
About National Bank of Oman (NBO) S.A.O.G
National Bank of Oman the first local bank was founded in 1973 and is today one
of the largest banks in Oman with a paid up capital of RO (Omani Rials) 110.8
Surendra Patel
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million (US$ 288 million) and has regulatory capital of RO 377.8 million (US$ 981
million), as at 31st December, 2013.
Feb
2010
June
Division/Group
: ICICI Commercial Banking - Vashi
Role
: Account Manager
Period
: July 2009 to Dec 2009
For the newly setup commercial banking unit in Vashi, the primary job
responsibility was to acquire new clients and provide corporate banking
solutions.
Division/Group
Role
Period
Surendra Patel
This role was a part of support function, providing analytical outputs to various
groups across GCC & Africa. As a single point contact, this role provides product
support to Relationship Manager & Customer Service Managers.
Achievements
Re-designed MIS structure and reports
Developed program for generating automated monthly review PPTs
Division/Group: ICICI Bank Muscat- Sultanate of Oman
Role
: PBRM (Private Banking Relationship Manager)
Period
: July 2005 to Dec 2006
Worked with the client to identify investment objectives
Actively sourced business from prospects and leads
UTI Asset Management Company, Mumbai - India
2001 - June 2005
April
: Graduation (1994-1999)
: University Department of Chemical Technology (UDCT)
: Mumbai University
: B.E Chemicals
Certification
Chartered Institute for Securities & Investments (CISI)- International
Introduction to securities & Investment
Debt-Market Module from NSE-NCFM
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IT Skills
Highly proficient in MS Office (notably MS Excel) & use of Macros
PERSONAL DETAILS
Gender
: Male
Driving License
: UAE /Oman
Status
: Married
& Gujarati
Date of Birth
: August 1975
Nationality : Indian
Languages : English, Hindi
INTEREST
Reading
Surendra Patel
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