Praveen Saanker http://familyofficeadvisor.in/

A worshiper of humanity, Wealth Advisor & Private Banker by profession, believer in God, born to make a difference, and have been bought up with a strong conviction that a person alone can change this world...

PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS

Director - Strategic Solutions, Family Office Group, with a botique Family Office & Investment Banking Firm

Significant wealth offers tremendous opportunity, but with opportunity comes complexity and challenges: managing expectations of family members; protection, preservation and transfer of wealth in the most tax efficient manner; succession planning; wills and trusts; children and much more.

As a Director for the strategic solutions team of the Family office Group, I work exclusively with wealthy families to efficiently solve these challenges.

Sr.Vice President & Regional Director, with the same organisation ( past )

Vice President & Regional Head, Private Clients Group ( past )

Profit Head for the Wealth advisory business. Cultivate and manage new and existing client relationships of high-net-worth individuals (>million dollar) and their related businesses. Develop sales plan for each relationship to provide an array of services: investment management, estate planning, credit and Wealth advisory. Continually expand referral network through contact with various internal business partners and external financial intermediaries. Coordinate events/seminars for new business development. Coaching and Managing a team of senior private bankers across Chennai, Bangalore, Hyderabad, Vizag, Coimbatore & Cochin to drive and deliver performance results.

HSBC Bank, Chennai Cluster, (Tamilnadu and Andhra Pradesh) (2003–2007)

Fast-track advancement through progressively responsible positions in Premier Banking.

Vice President & Regional Head- Wealth Management, Premier Banking (2005–2007)

Promoted to provide management direction to the Premier Banking unit with combined portfolios of 1900crs in assets under management (excluding Deposits and Loans). Designed and executed successful acquisition & relationship banking marketing plan for the sale of investment management and transaction products/services.

Vice President, Premier Banking (2003 November–2004 December)

Developed and executed an effective business development plan through intermediaries, colleagues and existing client base. Acquired, built and managed solid client relationships; communicated with other bank division personnel to effectively resolve any client issues.
Aggressively marketed and cross-sold all Investment and Insurance Products. Reviewed and strengthened asset quality, including performing workouts, restructures and transfers of problem credits.

MAX NEW YORK LIFE INSURANCE, Chennai (1999–2003)

Partner, Agency Sales (2002-2003)
Promoted to provide strategic momentum in the agency sales division for the Chennai operations. Recruited, Developed and managed a team of 4 Associate partners, 16 Sales Managers and 320 agents.

Associate Partner, Agency Sales (2001-2002)
Promoted to create a winning agency sales team in Chennai. Recruited, Developed and managed 4 Sales Mangers and 120 agents.

Sales Manager, Agency Sales (1999-2001)
Recruited as a founder team member in the country by the CEO and one of the earliest entrants into the Private Life Insurance Business.

DHL WORLD WIDE EXPRESS, Chennai (1997–1999)
Territory Manger, Chennai
Generate revenues by signing up with corporate, Banks and Export houses for the courier and logistics business.

EDUCATION / PROFESSIONAL DEVELOPMENT
DTC International, London, United Kingdom:
Masters in Finance & International Business, 1998
B.B.A. Madras University, 1997
Seminars: Credit Development Program ~ Fiduciary Banking ~ Management Information Systems ~ Asset Allocation Service and Estate Planning