ROSHAAN MAHBUBANI's Linkedin Analytics

I believe, persistency and consistency, coupled with transparency are the building blocks to successful Wealth Management. I am a Private Banking Leader with over 18 years of experience in private banking and wealth management domain; worked with some prestigious Indian financial conglomerates like ICICI Bank, Axis Bank, HSBC Invest Direct, Bajaj Capital to name a few. I am highly proficient in delivering tailored Banking Solutions to ultra-high-net-worth individuals and families, while consistently exceeding performance targets. I am exceptionally strong at building and maintaining strong client relationships, providing strategic financial advice, and navigating complex investment landscapes. My engagement begins with listening to clients and understanding their special banking and investment needs. My focus is uniting four different inter-connected worlds of Private Banking viz, Simplifying Everyday Banking, Optimizing Investments, Enhancing Business Value and creating Family Wealth that lasts longer. I deliver value to my clients through extensive and holistic investment proposition by building relationship, providing comprehensive banking and investment solutions, thorough research and lifestyle privileges. My primary responsibility is to offer suitable banking products, personalized financial advisory and services, while focusing upon their financial needs and wealth management. The scope encompasses devising a personalized financial planning by evaluating present scenario and future goals. I also had an opportunity to sell artworks to clients during my earlier stint at Bajaj Capital. While I have independently acquired and managed over 300 clients with a corpus of INR 1 Crore each, I am proficient to thoroughly research markets for competitive banking products to maximize wealth opportunities. Leveraging robust models to attain the desired ROI. My leadership skills enable me to cultivate & nurture strong business relationships with stakeholders. • Advising HNI clients on complex investment strategies, asset allocation, tax-efficient solutions, and estate planning, achieving optimal outcomes in line with clients' objectives. • Collaborating closely with the institution's investment research team to identify and capitalize on market trends, enhancing clients' portfolio performance and mitigating risks. • Championed compliance initiatives, ensuring adherence to industry regulations and internal policies, resulting in zero instances of non-compliance.