Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Raajkumar Sunder

Muscat

Summary

Accomplished financial professional with over 25 years of experience in delivering optimal business outcomes for a diverse range of individual and institutional clients across various nationalities and geographies. Proven expertise in navigating complex financial landscapes, driving strategic initiatives, and fostering strong client relationships. Seeking a senior management position within a dynamic, growth-oriented firm in the financial services industry that offers substantial opportunities for professional development and advancement. Committed to leveraging extensive industry knowledge to contribute to organizational success and innovation.

Overview

27
27
years of professional experience
1
1
Certification

Work History

Senior Manager - IBCM & Asset Management

Bank Muscat
10.2024 - Current
  • Managing "Relationships & Placements" for Investment Banking, Capital Markets & Asset Management.
  • Responsible to manage large institutional clients like sovereign wealth funds, key institutional shareholders and large corporates.
  • Increase AUM in the existing funds from the local market. One of the key responsibilities was to expand the distribution network beyond the local market and focus on regional markets like UAE, Bahrain and Saudi Arabia.
  • Assist the IBCM team to raise funds for various capital market transactions.
  • Reaching out to prospective FI's, EAM's and Insurance companies for proprietary investments.

Senior Relationship Manager - Private Banking

Ahli United Bank (AUB)
05.2017 - 10.2024
  • AUB is the largest bank based in Bahrain and amongst the top regional banks in GCC. Being the only Expat RM, I was able to grow the business and attract new to bank expat clients in addition to clients from other nationalities.
  • Managing clients from Oman, Egypt, UAE (DIFC) in addition to my primary market Bahrain.
  • Managing client portfolios comprising of Private Equity, Real Estate Fund Management (REFM), Fixed Income, Structured offerings in addition to core banking products like Liabilities and Assets
  • Developed skills in Family office / Trust accounts / Fund administrators

Assistant Vice President - NRI Services

HDFC Bank Limited
01.2014 - 05.2017
  • Part of the Private banking team based in Bahrain covering markets across GCC.
  • Managing NRI clients across ME with the Onshore(India) investment advisory & Offshore investments.
  • Assisting clients managed by Domestic NR RM’s with offshore product expertise.
  • Acquiring New to Bank customers both onshore and offshore.
  • Products covered – Liabilities, Assets, Bonds, Equity advisory (onshore), Equity MF’s, Debt MF’s, Currency based structures & Insurance.

Premier Wealth Relationship Manager - RBWM

HSBC Bank Middle East Limited
01.2013 - 01.2014
  • Managing High Net worth Individuals clients in Bahrain (across all Nationalities), assisting them with their banking and investment needs in Bahrain & Globally.
  • Providing customers with Wealth Management solutions globally.
  • Acquiring New to Bank customers.
  • Portfolio included Premier clients with a relationship value of USD 100,000/- and above.
  • Product suite ranged from Bonds, Debt Funds, Equity Funds, Multi Manager Funds and Structured notes.
  • Offering Insurance solutions to clients, based on their current and future needs and tailor make solutions to them.
  • Adhering to various regulatory, compliance and audit related documentation as required by the Bank.

Senior Associate Vice President - NRI Services

HSBC Bank Middle East Limited
11.2006 - 01.2013
  • Responsible for the NRI business & center for Bahrain.
  • Managing HNI clients in Bahrain & Kuwait, assisting them with their Core Banking & Wealth Management needs in India and Globally.
  • Providing customers with Wealth Management Solutions – investments in India, GCC, Singapore & Globally.
  • Acquiring New to Bank Customers.
  • Portfolio included NRI Premier customers with a relationship value of USD 100,000/- and above.
  • Product suite ranged from Bonds, Fixed income funds, Equity funds, Structured notes and Hybrid funds.
  • Maintaining the expense and cost reports of the NRI center.
  • Complying with local compliance and HR.
  • Complying with the audit recommendations.
  • Preparing marketing reports for the center.
  • Organizing local events related to the NRI community.

Relationship Officer – Bancassurance

Mashreq Bank
07.2005 - 09.2006
  • Part of the 1st batch of Banca RM’s mainly responsible for sales of Insurance and Investment products (ALICO) to the High Net worth Individuals residing in the UAE.
  • Analyze and understand customer requirements in terms of investments through profiling and offer need based solutions.
  • Responsibilities included providing training to branch staff across Abu Dhabi, Sharjah & Dubai on various over the counter Bancassurance products.

Sr. Financial Planning Manager (Sr. FPM)

Hong Kong and Shanghai Banking Corporation Ltd
12.2002 - 06.2005
  • As a part of Retail Banking Group and the first batch of Financial Planners for the bank in the country, I was responsible for acquiring New to Bank customers, nurturing and managing their relationships.
  • Being a financial planner, my core responsibility was to introduce the “Wealth Management” proposition to clients at a time when the countries financial sector was just opening up.
  • Product suite included Mutual Funds (Equity & Debt), RBI Bonds, REC Bonds and various Insurance products from Tata-AIG
  • Working closely with Relationship Managers/Officers and handling customers both “Premier” as well as “PowerVantage” clients within the framework of Bank’s Audit Rules and Sales Compliance.

Sales Team Manager (STM)

Allianz Bajaj Life Insurance Co. Ltd.
12.2001 - 12.2002
  • Nature of duties includes recruitment and training of insurance consultants. Led a team of 15 insurance consultants.
  • Generating New business through Insurance Consultants (Agency Force).
  • Co-ordinating with back office for pending applications and completion of cases.
  • Daily monitoring and reporting of insurance consultants.
  • Making corporate presentations.

Net Team Manager

Cymbionic Marketing Pvt. Limited
10.1999 - 07.2001
  • A Multi level marketing Organization, conceptually new to the country was responsible for sales, marketing and distribution of “life style packages” in Mumbai & Vadodara. Package cost was INR50000 or INR 100,000
  • Products marketed were from Danabhai Gold & Diamond Jewellery, Zenith Computers, Philips Vouchers, Shopper Stop Vouchers and RGBC Holiday packages.
  • Built a distributor base of over 800 in a short span of 1 year. Was an active frontline distributor and used to also train downline distributors on products specifics, Business opportunity, Distributor retention and Motivational lectures.
  • Have trained distributors with an audience strength of 800 and above regularly. This developed my public speaking skills and gave confidence to face clients from all walks of life.

Sales Executive

Access Marketing
05.1998 - 09.1999
  • A direct sales agency of Bank Of America and ICICI Ltd. was responsible to provide overdraft facilities through mortgage of Equity stocks traded in BSE & NSE. Clients were mainly Stock brokers, Corporate employees and High Networth Investors.
  • Worked as Relationship Officer- mainly responsible for 2 of Mumbai’s major car dealers namely Linkway Honda and Metro (Mitsubishi) Motors.

Education

Bachelors of Commerce -

Mumbai University
03.1998

Higher Secondary School (Pre Grad) - undefined

Mumbai University
03.1994

Senior Secondary School - undefined

St. Xaviers High School
03.1992

Skills

  • Private Banking
  • Relationship Management
  • Portfolio Advisory
  • Asset Management
  • Wealth Management
  • People Management
  • Data Analytics
  • Project Management
  • Business Intelligence

Accomplishments

  • Closed the single largest regular premium Insurance deal for HSBC Bahrain in July 2013. Deal was the largest across Non UAE locations in the ME.
  • Top performer for the year 2011 – Ranked No. 2 in Upper Middle East (Non UAE) – Nominated for Year End Convention in Phuket, Thailand.
  • Top performer for Q1 – 2012. Awarded a management course at IIM – Indore.
  • Ranked No. 2 in terms of Revenue earned for the bank for the year 2008 (HSBC). Net revenue earned for the bank was more than USD 350,000.
  • Chosen for the Mid-year convention (Top performers for ME region) for the year 2008.
  • HSBC - Ranked No.1 in Debt fund sales contest for the month of Jan 09 for the ME region.

Certification

  • IRDAI - Insurance Regulatory and Development Authority of India 2002
  • AMFI - Association of Mutual Funds of India 2003
  • CII - Chartered Insurance Institute (BIBF) 2011

Languages

English
Hindi

Timeline

Senior Manager - IBCM & Asset Management

Bank Muscat
10.2024 - Current

Senior Relationship Manager - Private Banking

Ahli United Bank (AUB)
05.2017 - 10.2024

Assistant Vice President - NRI Services

HDFC Bank Limited
01.2014 - 05.2017

Premier Wealth Relationship Manager - RBWM

HSBC Bank Middle East Limited
01.2013 - 01.2014

Senior Associate Vice President - NRI Services

HSBC Bank Middle East Limited
11.2006 - 01.2013

Relationship Officer – Bancassurance

Mashreq Bank
07.2005 - 09.2006

Sr. Financial Planning Manager (Sr. FPM)

Hong Kong and Shanghai Banking Corporation Ltd
12.2002 - 06.2005

Sales Team Manager (STM)

Allianz Bajaj Life Insurance Co. Ltd.
12.2001 - 12.2002

Net Team Manager

Cymbionic Marketing Pvt. Limited
10.1999 - 07.2001

Sales Executive

Access Marketing
05.1998 - 09.1999

Higher Secondary School (Pre Grad) - undefined

Mumbai University

Senior Secondary School - undefined

St. Xaviers High School

Bachelors of Commerce -

Mumbai University

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