Deven M Dhanak

Precious Metal Business

Accomplished Senior Business Relationship Manager with years of experience in fostering strong client relationships, driving sustainable business growth, and maximizing profitability through direct channels. -Adept at identifying and cross-selling a range of financial products tailored to each client’s needs, ensuring optimal customer satisfaction and retention. -Skilled in providing personalized financial advice, managing customer interactions, and cultivating long-term relationships to support clients in achieving their financial objectives. -Consistently committed to meeting and exceeding sales targets while adhering to the highest standards of regulatory compliance and ethical conduct in line with industry guidelines. Retail Banking Expertise: Proficient across all areas of retail banking, including account management, financial advising, loan processing, and customer service, with a focus on delivering solutions that enhance client experiences. -Results-Driven Professional: Known for exceeding performance expectations and providing clients with insightful, impactful financial guidance that aligns with their individual and business goals. With a proven track record of driving success and maintaining a strong commitment to regulatory compliance, I deliver exceptional service while optimizing business performance and client satisfaction.

Performing a variety of sales & service Including Customer service, Personal loan advisor & Asset manager. Helping the client to choose right product & service. Giving superior customer service by providing a wide range of customized financial solutions. Promoting & Maximizing the development & growth of personal loan business. Maintaining & deepening the relationships with the existing banking clients, Including High net worth clients & Building Discovering new prospects, taking appointments with the HR, presentation of the projects and products in the Company, Following up with HR to get new business & Profit to the Bank. Listening of companies (Government / Private / MNC) with Bank to give clients a better customer services & helping them to get the better financial advice. Giving information & advising the clients to achieve the Personal & Business goals. Prepare and submit the performance management & business information to the head of the department.

-Leading Pre-Market hurdles with team of Technical Analysts -Allocating industry basket to team members with specific instructions. -Organizing time check every hour about market volatile and deciding on future course of actions -Responsible for deciding on trading limit for each equity dealer -Responsible to manage & mitigate risk by keeping constant watch on trading-risk limit -Understanding Market momentum throughout the course of the day and conveying to team members -Meandering post market hours activities i.e. checking volumes, cash transactions, F.O trading -Reporting on open positions, B.T.S.T and registered profit and loss. -Reporting clients on their end of the positions. -Learning the software operations involved in Equities Market -Learning technique of analyzing Equity Market with use of provided tools -Tracking and Analysis Equities scripts and reporting back to manager -Reviewing the details of M.A.C.D/RSI relative movements to understand market sentiments -Following trends line and deciding market structure -Analyzing the market structure for increase understanding in movements

Marketing and Branding Co-ordinator -Co-ordinating with clients on display of various advertisements, posters and branding activities during an event to maximize attention. -Preparing back stage/front stage activities to team members with specific instructions. -Organizing chronological order of shows with constant time check with other event co-ordinator -Responsible for distribution crowd according to space availability and video screening -Continuous visiting VIP lounge for ensuring comfort level of guests -Acquired and Managed Multiple Client Accounts for new set up as an Individual contributor along with updating them with holistic market updates business.