Rajender Singh

Head - Private Clients at SPA Financial Advisors Pvt. Ltd.

Gurgaon, India

Summary
Regional Managers Private Banking Retail Banking Mutual Funds Financial Advisory Investment Advisory Relationship Management Early Stage Startup Wealth Management Equities Financial Services Banking Portfolio Management Investment Banking Team Management Private Equity Investments Sales Management Venture Capital Management Strategy Business Strategy Start-ups
I have worked in the financial services industry and have vast experience in retail banking, private investments, private equity, mutual funds, structured finance, startup and early stage funding. I can help in ideating, evaluating business concepts, scrutinizing investor deck and business plan and get investor audience for deserving candidates.
Experience

Head - Private Clients at SPA Financial Advisors Pvt. Ltd.

Apr 2014 - Present

Evolve strategy to acquire, grow, retain and build the business across multiple product lines from ultra high net worth clients. We offer products covering both sides of the balance sheet i.e. finding lucrative avenues for investment of surplus funds that optimizes risk with expected returns and raise funds in manner that would minimize cost for the desired use (long or short term). SPA provides the following services for it's clients : 1) Investment management services 2) Merchant Banking 3) Investment Banking 4) Risk Advisory 5) Valuation Services 6) Estate and succession planning 7) Real Estate invesment and management advisory

Vice President - Investor Relations at Athamus Venture Management Private Ltd.

Jul 2012 - Apr 2014

Raising Fund

Vice President at Angel Investors Consortium

Feb 2012 - May 2012

Managing Deal Flow

Director - Private Banking at Sarasin Alpen

Sep 2010 - Dec 2011

Managing Portfolio of Ultra HNWI clients

Regional Sales Head - North at Fidelity Fund Management Pvt. Ltd.

Nov 2005 - Sep 2010

Heading sale of mutual funds through various channels - Banks, Non Banking Distributors, Independent Financial Advisors.

Senior AVP - Premier Clients at The Hong Kong & Shanghai Banking Corporation Ltd.

May 2004 - Nov 2005

Managing portfolio of ultra HNWI clients

Citigold Wealth Manager at Citibank N.A.

Apr 2000 - Apr 2004

Managing portfolios of ultra HNWI clients.

Region Head Commercial at Siemens Nixdorf Information Systems Private Ltd.

Apr 1998 - Mar 2000

Managing commercial and administrative aspect of the business

Education

St. Xavier's College

Dec 1989 - Dec 1992

Schooling, Commerce & Accounts at St. Joseph's College, Kolkata

Dec 1987 - Dec 1989

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