Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Saeed Dehghany

Cupertino,CA

Summary

Summary of qualifications: Experienced Private Client Banker with a strong background in sales management and a focus on high-net-worth clients. Proven ability to deliver customized financial solutions, exceeding client expectations. Skilled in portfolio management and cross-selling banking products. Exceptional relationship-building and communication skills.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase Bank
06.2019 - Current
  • Achieved recognition as National Achiever Private Client
  • Banker 2023
  • Successfully managed a portfolio of high-net-worth clients, consistently exceeding revenue targets and retention goals
  • Maintained a high level of customer satisfaction by providing personalized financial advice and promptly addressing client concerns
  • Successfully resolved complex customer issues, earning commendations for outstanding service and maintaining a loyal client base.

Personal Banker

Wells Fargo
03.2017 - 05.2019
  • Successfully manage and grow a portfolio of clients, consistently exceeding sales targets
  • Built and maintained strong relationships with clients, earning a reputation for trustworthiness and reliability
  • Provided expert guidance on a range of financial products.

Sales Manager

DPCO
04.2012 - 01.2016
  • Led a high-performing sales team
  • Implemented effective sales strategies, resulting in the successful launch of new products and increased market share
  • Trained and mentored sales staff to enhance product knowledge, sales techniques, and customer service skills
  • Developed and maintained relationships with key clients, addressing their needs and ensuring satisfaction.

Education

Bachelor of Science - Electrical Engineering

Azad University
Shiraz, Iran

Skills

  • Relationship Building
  • Sales and Marketing
  • Client Portfolio Management
  • Communication and Presentation
  • Risk Assessment
  • Regulatory Compliance
  • Team Leadership

Certification

  • Series 6 - Investment Company Products
  • Series 63 - Uniform securities agent State Law Examination
  • Life-Only Agent - California department of insurance

Timeline

Private Client Banker

JPMorgan Chase Bank
06.2019 - Current

Personal Banker

Wells Fargo
03.2017 - 05.2019

Sales Manager

DPCO
04.2012 - 01.2016

Bachelor of Science - Electrical Engineering

Azad University

Similar Profiles

CREATE PROFILE
Saeed Dehghany