Sameer Khullar

A qualified finance professional with over 18 years of experience in Banking and Financial Services. I have successfully managed sales and service across Liabilities, Assets & TPP (Third Party Product) products which includes Mutual Funds, Bonds, Structured Products, Insurance, Direct Equity, Forex, Forward Contracts, Credit Cards, Personal Loans, Mortgage Loans, Auto Loans, Overdraft facilities, Working Capital finance, SBLC’s, Loan against Securities, etc. I am also conversant with Processes, Anti-Money Laundering & Know-Your-Customer requirements. My competencies and expertise lie in Wealth Management, Financial Planning and Risk Management. As a keen planner, strategist & implementer, I have demonstrated abilities in designing tactical sales and marketing activities to accelerate business growth. I am proficient at building and maintaining cordial relationships with customers, ensuring quality & service norms to achieve customer satisfaction & business retention. I am an effective communicator & team player with strong analytical and negotiation skills. By virtue of my experience, I have also gained solid leadership and people management skills.