shabnam baveja
relationship support manager
About
Hard working, committed and dedicated. Adds strength and progress to the company. Totally self motivated. Aspires to reach the top through hard work and dedication. Believes in progress through experience. I provide advice and guidance in the following areas to both HNW Personal Clients and Trustees Personal Investments, Trustee Investments, Personal Life Assurance & Critical Illness cover, Personal Income Protection, Personal Pension Planning, Inheritance Tax Planning, Trusts, Business Protection including Keyperson Cover, Retirement Options including Income Drawdown & Annuities.
south africa
cape town
banking
holistic financial planning, wills and trusts, personal banking, cross selling, retail banking, banking, wealth management, maintaining strong client relationships, manage client relationships, strategic financial planning, private banking, crm, investments, financial advisory, savings, financial services, wealth, financial planning, mortgage lending, relationship management, pensions, income protection, portfolio management, retirement, management, finance, financial risk, life insurance, retirement planning, insurance, multilingual, risk management, business relationship management, critical illness
Experience
advisor
barclays bank plc / financial consultant
financial advisor
romans group
financial advisor
post office
Advising on mortgages & protection products to suit the customers long term needs
relationship support manager
barclays uk
investment remediation consultant
lloyds banking group
mortgage advisor
banco santander
financial planning manager
banco santander
Giving holistic Advice on Protection, Investment, and Banking needs, maintaining Client Relationship and advising on Wealth Management and cross selling retail banking.
investment file consultant
hsbc
Education
bal bharti air force school, new delhi
bal bharti air force school, new delhi, india
english language and literature
shabnam baveja's Contact Information
Phone
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