Erçin Demir
Kudelstaart,NH
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director
GarantiBBVA
01.2024 - Current
- Direct report of 7 team members in Global Markets Sales Department
- Boosted client satisfaction rates through exceptional relationship management and prompt resolution of issues.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Subject Matter Expert / Key Account Manager
GarantiBBVA
01.2022 - 01.2024
- Mentored junior team members, contributing to their professional growth and development.
- Optimized subject matter content by conducting extensive research and incorporating industry trends.
- Enhanced team performance by providing expert guidance on critical projects and strategic initiatives.
- Achieved high levels of client satisfaction by providing expert consultations and personalized solutions.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated customer needs and feedback to drive product and service improvements.
- Strengthened client relationships through regular communication and effective problems olving.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Developed customized proposals for potential clients, demonstrating the value of the company''s products and services.
- Delivered exceptional customer service by resolving client concerns quickly and efficiently.
- Analyzed market trends, identifying opportunities for expanding product offerings within key accounts.
Senior Relationship Manager
GarantiBBVA
08.2016 - 01.2022
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Providing investment advice and hedging solutions to (Ultra) High Net-Worth individuals and corporate customers.
- Focusing on ultra high net-worth international investors who mainly seek investments in global financial markets and Corporates who are mid- to large-sized international firms with hedging needs related to commodities, currencies, structured products or interest rates.
- Executing client orders (FX, Eurobonds, Equities, Swaps, Commodities, Futures, Options, OTCs and derivatives)
- Pricing FX, Eurobonds, equities, derivative and structured products, commodities and futures.
- Managing all aspects of the relationship including credit risk management and AML ( Anti-Money Laundering) risk.
- Prepare credit proposals and approve credit facilities in accordance with discretionary authority. Conduct regular review and take proactive measures to ensure credit quality.
- Responsible for KYC ( Know Your Customer) process ( at on-boarding as well as annual review) and has to ensure that the client file complete and accurate.
- Developing strong bonds with the existing customers and striving to build new ones.
- Acting as the ultimate point of contact for the customers in order to fulfill their service needs.
- Keeping up with the latest investment strategies in the market and opportunities in the industry.
- Offering financial solutions to the investors in line with their risk profile and investment objectives.
- Choosing the suitable instruments for each separate portfolio and allocating them on right market timing and ensuring follow up.
- Proactively providing market comments to the both individual and corporate clients in line with their risk profile.
Portfolio Manager
Azimut
04.2015 - 08.2016
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Trading on behalf of clients aiming to meet their performance criteria.
- Managing customer portfolios and corporate funds.
- Active and discretionary portfolio management.
- Offering financial solutions to the investors in line with their risk profile and return expectations.
- Choosing the suitable instruments for each separate portfolio and allocating them on right market timing and ensuring follow up.
- Aiming to increase AUM via both existing and new customers.
Portfolio Manager / Team Leader
Denizbank A.S Private Banking
01.2014 - 04.2015
- Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
- Implementing action plans in order to increase customers’ asset value and AUM in line with the marketing strategy and sales targets generated by Fund Management and Private Banking Group, coordinated by the PB manager.
- Ensuring that the customers are well informed about the Bank’s products and offering them the alternative investment products and finance tools.
- Closely following economic / financial publications and reports prepared by related sections of the bank and reading reviews that contain market expectations in order to guide the customer in the light of such information as needed.
- Offering fresh PB products and services to the customers in order to increase customers’ asset value and AUM and providing feedback and suggesting new structures or products to the Private Banking Performance division to satisfy the customers’ needs in line with the changing market environment and latest emerging products and services.
- Pricing FX, government bonds, Eurobonds, derivative products, commodities and futures.
Wealth Manager
HSBC Bank
11.2011 - 12.2013
- Attending the daily investment calls hosted by the asset management, sharing the bullet points of the calls with the premier relationship managers (PRMs) and guiding the sales team accordingly.
- Preparing daily market commentary and sharing it with the PRMs.
- Visiting PRMs regularly on a weekly and biweekly basis, monitoring their sales activities and coaching them to achieve their target acquisition.
- Training PRMs and Sales Team on wealth management products.
- During the branch visits, reviewing the branch’s sales performance with the branch manager and conducting a joint action plan to improve the performance on certain wealth management products which the branch is failing to improve.
- Leading my PRM team to increase their sales on wealth management products according to their customers’ needs and risk horizon.
- Setting up joint appointments with PRMs in order to monitor their live performance and suggesting tactics to boost their performance
Portfolio Manager
Denizbank A.S Private Banking
07.2010 - 11.2011
- Determining and offering the best suitable products on the market to the customers.
- Engaging in IPOs, capital protected funds and Bank Bonds etc.
Senior Dealer
Alternatif Bank
06.2006 - 07.2010
- Pricing derivative products (forward , structured forward, FX and equity options, swaps, DCD etc.) to internal and external customers.
- Executing customer transactions and closing the bank’s position with the counterparty.
- Offering customers derivative products and structures according to their needs.Taking active role during the pricing and marketing of these products.
- Examining the existing products on the market and suggesting the applicable ones to the treasury aiming to increase the product diversification.
- Reporting to the Treasury Marketing Unit manager the current position and P/L reports.
Education
Master of Science - Finance
University of Istanbul
Istanbul, Turkey06-2008
Bachelor of Science - Economics
University of Istanbul
Istanbul, Turkey06-2002
Skills
- Strategic Planning and Execution
- Portfolio Management and allocation
- Investment Strategies
- Operations Management
- Staff Development
- Team Management
- Private Clients
Certification
DSI certified Investment Advisor
Languages
English
Bilingual or Proficient (C2)
Dutch
Intermediate (B1)
Italian
Intermediate (B1)
Interests
Snowboarding
Muay Thai
Motorcycles
Timeline
Director
GarantiBBVA
01.2024 - Current
Subject Matter Expert / Key Account Manager
GarantiBBVA
01.2022 - 01.2024
Senior Relationship Manager
GarantiBBVA
08.2016 - 01.2022
Portfolio Manager
Azimut
04.2015 - 08.2016
Portfolio Manager / Team Leader
Denizbank A.S Private Banking
01.2014 - 04.2015
Wealth Manager
HSBC Bank
11.2011 - 12.2013
Portfolio Manager
Denizbank A.S Private Banking
07.2010 - 11.2011
Senior Dealer
Alternatif Bank
06.2006 - 07.2010
Master of Science - Finance
University of Istanbul
Bachelor of Science - Economics
University of Istanbul
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