Ashish Khemlani
Madrid
Summary
My experience as a Financial Consultant/Advisor in the past 11 years has given me the opportunity to increase financial literacy in Spain to more than 500 private households raising a portfolio of 1200 clients through high quality referrals. In order to lead as a Senior Account & Relationship Manager, I believe i have experience in positions of high responsibility. I am a strong communicator and excellent relationship builder who can develop deep business insights that will influence the direction and actions of the company to the best interests. A "can do" attitude, proactive professional with initiative, innovative and efficient when solving problems. A people's person, a true leader with excellent writing and communication skills and an analytical/entrepreneur mindset looking for a new challenge to share my know how & expertise in finance, sales and asset/portfolio management. I have a strong business understanding, resourcefulness and ability to work with multiple peer groups and levels of management.
Overview
16
16
years of professional experience
Work History
Senior Account & Relationship Manager
Exante Trading Ltd.
03.2023 - Current
- Providing direct access to the 50+ global financial markets through our client-centric trading and investment solutions platform with more than 600k instruments.
- Focus on providing the best execution, personalized user experience and premier service to our professional traders and institutional clients.
- Setting and monitoring sales targets and identifying potential customers. In conversation at the moment with asset Management firms, funds and family offices.
- Investing, diversifying, creating a valuable asset allocation.
- Analyzing data to discover trends, informing market strategies and objectives.
- Researching emerging industry trends, applications, and concepts to enhance products and services.
Senior Financial Advisor
OVB HOLDING AG
10.2010 - 03.2023
- B2B, C2C, Sales, Advisory, Consultancy in Financial Products (Pension plans, Unit links, Mutual & Hedge Funds)
- Negotiation with Bank partners for Mortgage deals (BBVA,B.Sabadell,Bankia,Targobank,Abanca)
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
Sales & Accounting Manager
GENIUS KRISH (HK) LTD
06.2007 - 06.2010
- Partnerships with new factories overseas
- Increasing product range for international offering
- Data & Reporting Analysis to main office & overseas.
- Helped customers locate products and checked store system for merchandise at other sites.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Generated new sales leads to achieve and exceed monthly sales goals.
Credit Risk Analyst
BNP PERSONAL FINANCE
06.2008 - 10.2008
- Use of Internal SaaS of the Bank.
- Depth study of loan applicants, analyze possible default of private households, small & mid cap companies.
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Devised collection recovery strategies to resolve customer issues and delinquent cases.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
Education
Master of Finance - Financial Controller & Analyst
Cesma Business School
Madrid06.2011
BEC Higher Level C1 - English Language
Cambridge University
The Old Schools, Trinity Ln, Cambridge CB2 1TN, UK06.2010
Bacherlos Degree - Business & Finance
Cesma Business School
Madrid06.2010
High School Diploma -
The British Council School
Madrid06.2005
Skills
- Sales Expertise
- Verbal and Written Communication
- Active Listener
- Client Relationships
- Investment Expertise
- Public Speaking
- Wealth Management
- Asset Allocation
- Financial Advising
- Team Leadership
- Business Trend Analysis
- Team Recruiting and Onboarding
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Sindhi
Advanced (C1)
Timeline
Senior Account & Relationship Manager
Exante Trading Ltd.
03.2023 - Current
Senior Financial Advisor
OVB HOLDING AG
10.2010 - 03.2023
Credit Risk Analyst
BNP PERSONAL FINANCE
06.2008 - 10.2008
Sales & Accounting Manager
GENIUS KRISH (HK) LTD
06.2007 - 06.2010
Master of Finance - Financial Controller & Analyst
Cesma Business School
BEC Higher Level C1 - English Language
Cambridge University
Bacherlos Degree - Business & Finance
Cesma Business School
High School Diploma -
The British Council School
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