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Network Power<100 people
Roles
🧑💼100%
C-level Executive
🧨100%
Consulting
💰50%
Investor & VC
Geos
🇬🇪100%
Georgia
Work Background
TBC BankSenior Private Banker, TBC Wealth Management
Apr. 2016 - Feb. 2023Tbilisi, Georgia• Working with the most important high net‑worth non‑resident clients from all over the world.
Managing funds and overseeing financial activities of both: individual and legal entities.
• Advising and consulting with clients proactively and educating them on available financial
products. Closely monitorings client account performance to ensure that the account behaves
positively and meets the clientʼs needs.
• Providing banking (deposits, current accounts, cards, loans), brokerage (bonds, stocks, etc.),
fund (investment fund) and insurance (car, real estate) products, daily banking services,
personally or remotely.
• Responsible for identifying potential new clients and working with them to build lasting
relationships.
• Performing thorough initial compliance checks and advising clients accordingly.
• Responsible for clientsʼ quick and comfortable onboarding process.
• Facilitating the interaction between the client and other bank departments (loan officers,
brokers, insurance agents, fund managers, etc.) to ensure the client receives a rapid response,
an error‑free process, consistent communication, and a professional experience that is both
friendly and positive.
• Proactively participates in and initiates banking processes/products improvements leading to
the best experience possible for the clients. Selected achievements:
• Managing one of the largest portfolios consisting all the types of financial products.
• Developed long‑lasting relationships with multiple Ultra and Very High Net Worth Individuals
and their families through mutual trust and respect.
TBC BankPrivate Banker, Wealth Management Department for Non residents
Nov. 2011 - Mar. 2016Tbilisi, GeorgiaOpened new accounts for new non‑resident clients; handled various transactions both
in‑country and abroad; heavily involved with the Israeli representation office with frequent
visits to work closely with the clientele. Built a strong rapport with both potential and existing
clients. Recommended and sold various banking products based on analysis of clientʼs needs,
resources and thorough understanding of the available financial instruments. Selected achievements:
• Have contributed significantly to the rapid increase of the overall portfolio.
• From the very beginning, developed and cultivated flourishing business relationships with
affluent overseas clientele.
• Employed at the inception of the new department, actively developed multiple policies and
standards. Trained new team members.
TBC BankPersonal Banker, TBC Status Personal Banking Department
Jan. 2009 - Oct. 2011Tbilisi, Georgia• Provided optimal customer service by accurately identifying customer needs, and
evaluating resolving and responding to customer enquiries about bank products and
services.
• Cross‑sold bank services and products to a diverse customer base.
• Followed the established policies in accordance with the bank and supervisorʼ direction. Selected achievements: received the best evaluation from the clients for the services provided
and was offered a position in a newly established Wealth Management Department.
TBC BankSales Consultant, Central Branch
Apr. 2008 - Dec. 2008Tbilisi, Georgia• Consulted and advised clients.
• Offered and sold various bank products.
• Handled transactions.
TBC BankChancellery Manager, Central Branch
Jun. 2007 - Mar. 2008Tbilisi, Georgia• Prepared letters about balances, accounts, loans, etc. for the clients.
• Prepared internal orders, managing the necessary signatures on them and uploaded on the
designated website.
• Organized incoming and outgoing banking correspondence.
GPI Holding - Vienna Insurance GroupInsurance Agent
Mar. 2007 - May. 2007Tbilisi, Georgia• Sought out new clients, discussed their financial resources and needs.
• Promoted various insurance products.
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