Deepthi Pillai

Background

About Deepthi Pillai

My key strengths: • I am Self-directed to achieve targets for SCB clients through Investable assets, Credit and Wealth Planning Revenue. • Acting as a key contact for banking products, credit advice and client queries. • Delivering high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcomes. • Acting as the key interface between client & other areas, including Wealth Planning, Discretionary & Non Discretionary Portfolio Management Investment Advisory and Investment Solutions. • Being able and willing to discuss markets, their issues and opportunities with clients. • Fully utilise the Wealth Manager toolset, systems and platforms, and challenge current standards to continuously improve quality. • Engaging with digital technologies, products and solutions that are relevant to the Wealth Management business. • Using technical knowledge to apply analytical reasoning and judgement to solve complex problems in order to deliver the highest levels of client service. • Taking ownership for issues that impact clients, working with others across the business to resolve them and seeking opportunities to suggest areas for improvement.