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Aditya Bhanot
1. Aditya Bhanot
Resident Vice President at citibank
adityabhanot@yahoo.com
Summary
Aditya is a part of Citi Select Wealth Management. Role spans new business development and
managing an existing portfolio with a focus on enhancing the profitability of the relationship
He has extensive work experience and an exceptional track record in offshore ,onshore wealth
management and Insurance Sector post his MBA from SIMS-Pune.
Aditya has a good understanding of various portfolio asset classes, Off-shore Mutual Funds,
Bonds,Fixed Income Securities, Structured Notes and Products, and Life Insurance products.
Specialties
Wealth management, investments, customization, relationship management, mentoring, leading,
mutual funds, insurance products & sector and Managing Individual &Corporate Agents in Insurance
Sector
Experience
Resident Vice President NRI Business at Citibank
March 2006 - Present (2 years 10 months)
Manage the bank's Non Resident Indian investment wealth management business in Dubai
.Handling a Portfolio of High Net worth Customers -Total relationship balance of above $ 500,000,
consisting of individuals clients based in U.A.E. Being part of Citigold Select Wealth management
catering to the needs of global Indians offering a range of Investment, Treasury, Insurance and
India based products -
• Product offering includes range of Off-shore Mutual Funds, Bonds,Fixed Income Securities,
Structured Notes and Products, Currency Trading Accounts and Life Insurance products
• Role spans new business development and managing an existing
portfolio with a focus on enhancing the profitability of the
relationship
• Requires understanding of and regular tracking of Currency, Bond and
Global Equity Markets
• Role also involves training and internal staff competency
development for Investment services and products
Wealth Manager– Gurgaon Region at ICICI Bank
February 2005 - February 2006 (1 year 1 month)
Wealth Advisory Services – Private Banking (North)
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2. Advising Top clients of 50 lakhs & above relationship
• Managing & designing investment Portfolios -Flexibility & Customisation by creating portfolios
based on the clients specific requirements and individual risk profile.
• Investment expertise across asset classes with aid of institutional research set-up and showing
established track record
• Investment advisory solution, sales & marketing of Multi investment products such as Insurance,
GOI bonds , & mutual Funds-Equity Plans & Floating Plans
Agency Manager– Delhi Region at Birla Sun Life Insurance
July 2001 - February 2005 (3 years 8 months)
Working as an Agency Manager in Delhi 1 Branch (CP) overall incharge of 25 advisor ( out of them
4 corporate) and involved in recruitment , marketing and sales functions and offering advisory
service. These include
• Recruiting of advisors (Insurance Agents) – individuals and corporate – Usage of various
methods to identify self motivated individuals who are interested in creative persuasive carrier.
• Constant Training Program - To run a constant training program to upgrade skills , knowledge
and attitude of Insurance Advisor
• Managing Relationships & Handling (along with advisors) accounts of high networth individual
(HNI’s) and Corporate.
• Underwriting Insurance Policies – Co-sign the IAR for applications upto Rs.20,00,000 , of Total
face value – ensure the Heath , habit, Income and Wealth are properly filled.
Education
Symbiosis institute of Management Studies
Post Graduate Diploma in Management, Dual Specialization: Marketing & Finance ; Percentage
secured: 71%, 1997 - 1999
Activities and Societies: Held the office of the Coordinator, Corporate Relations Team (SIMS)
Coordinated the activities of ‘Placement Assistance Team’ at SIMS.
Coordinated the National Seminar ’98 (SIMS)
Delhi University
Bachelor of Commerce, Business Management, Economics, Accountancy, 1993 - 1996
The Army Public School, New Delhi.
Commerce, Business Studies , Accountancy, Mathematics, English, 1991 - 1993
Activities and Societies: Nehru Cup Junior Hockey (1991-93) &National Hockey (1989-90)
Senior Prefect (1992-93), TAPS, New Delhi
’A’ Certificate and Best Cadet NCC (1988-89)
Leadership- Special prize, APS, Lucknow
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