Boğaç Eroğlu
Investment Advisory Manager
Sarıyer,Istanbul
Summary
With over 28 years of experince in investment advisory,private banking and strategic leadership,I m a seasoned finance proffesional who haa successfully managed portfolios exxeeding half a billion dollars.
I specialize in client relationship management,product development and AI-driven financial strategies.
I believe creating long-term value for both clients and institutions through insight,innovation and integrity.
Overview
28
28
years of professional experience
5
5
Certifications
Work History
Investment Advisory Department Director
Dinamik Securities A.Ş
01.2024 - 01.2025
- Led a team of investment advisors, managing a portfolio worth $25 million
- Developed and maintained strong relationships with clients and corporations
- Achieved monthly sales targets and mentored junior team members
- Oversaw business development initiatives and AI-based financial applications
Investment Advisory Department Manager
İş Securities A.Ş
01.2023 - 01.2024
- Managed a portfolio of $500 million, consistently meeting sales goals
- Developed sales strategies and client prospecting methods
- Led meetings with potential clients to drive sales and market expansion
Investment Advisory Department Manager
Burgan Securities
01.2020 - 01.2023
- Oversaw a portfolio of $100 million, achieving consistent growth
- Mentored colleagues and collaborated on strategic business initiatives
Branch Manager
BurganBank A.Ş Main Private Banking Center Branch
01.2017 - 01.2020
- Managed private customer portfolios
- Managed a portfolio worth $120 million US
- Managed a domestic&foreign funds in portfolio worth $25 million US
- Brought in on average of $125,000 per month
- Prospected for potential clients in leading corporations
- Conducted meetings with clients
- Managed sales team end operations team.
- In order to capture sales
- Successfully met monthly sales targets
- Followed up on global markets
- Mentored colleagues at other branches on the private banking’s team
- Was in the top 2020 within in treasury product sales
Private Banking Portfolio Manager
BurganBank A.Ş Private Banking Etiler Private Banking Center Branch
01.2015 - 01.2017
- Managed private customer portfolios
- Managed a portfolio worth $120 million US
- Managed a domestic&foreign funds in portfolio worth $25 million US
- Brought in on average of $125,000 per month
- Prospected for potential clients in leading corporations
- Conducted meetings with clients
- In order to capture sales
- Successfully met monthly sales targets
- Followed up on global markets
- Mentored colleagues at other branches on the private banking’s team
- Was in the top 2015 within in treasury product sales
Select Branch A. Manager
Denizbank A.Ş Private Banking (Citibank A.Ş. Levent Select Investment Center)
01.2011 - 01.2015
- Managed Citigold customer portfolios
- Managed a portfolio worth $60 million US
- Managed a domestic&foreign funds in portfolio worth $15 million US
- Brought in on average of $100,000 per month
- Prospected for potential clients in leading corporations
- Conducted meetings with clients in order to capture sales
- Successfully met monthly sales targets
- Followed up on global markets
- Mentored colleagues at other branches on the Citigold team
- Was in the top 5 within EMEA Citigold in investment product sales
- EMEA Chairmans Council 2012-2013’s First in the Citibank.
Akbank Sales Team’s Manager
Akbank Güneşli-Trakya Area
01.2010 - 01.2011
- Managing 30 person
- About Direct Sales Team
- First Team in 17 sales teams in Akbank (2010-2011)
- Leader in 2010 in Akbank
Star Banking Sales Assistant Manager
TEB A.Ş.-PNB Paribas (Fındıklı Headquarters)
01.2008 - 01.2010
- Directing and managing Profit and Loss situation
- Tracking and directing 65 branches in the Star Banking Portfolio
- Developing and introducing new instruments to the market
- Creating and organizing new sales campaigns
- Setting and following sales targets for the Star Banking portfolios at branches
- Selecting suitable trainings for the Star Banking portfolio
- Working with HR on executing selected trainings
- Coaching the Star Banking team in achieving profit targeted sales
- Organizing meetings and introducing Star Banking to other division in TEB
- Recruiting new members for the newly formed Star Banking portfolio
Citigold Assistant Manager
Citibank A.Ş. (Fındıklı Investment Center)
01.2006 - 01.2008
- Managed Citigold customer portfolios
- Managed a portfolio worth $40 million US
- Brought in on average of $50,000 per month
- Prospected for potential clients in leading corporations
- Conducted meetings with clients in order to capture sales
- Successfully met monthly sales targets
- Followed up on global markets
- Mentored colleagues at other branches on the Citigold team
- Was in the top 5 within EMEA Citigold in investment product sales
Retail and Private Banking Assistant Supervisor
TEB A.Ş.- BNP Paribas (Levent Branch)
01.2005 - 01.2006
- Established new portfolios
- Gained new clients and focused on profit
- Marketed and sold mortgage, car and personal loans
- Arranged meetings with clients at firms and offices
- Performed banking transactions and followed banking regulations
- Sold new instruments to clients
Retail Banking Assistant Supervisor
HSBC A.Ş. (Beyoğlu Branch)
01.2004 - 01.2005
- Marketed and sold mortgage, automobile and personal loans
- Arranged on-site client meetings
- Performed banking transactions and complied to banking regulations
- Gained new clients and focused on profit
Retail Banking Associate
HSBC A.Ş. (Altyol Kadıköy Branch)
01.2002 - 01.2004
- Developed projects to reduce operational expenditure
- Arranged meetings with personal and commercial clients
- Created customer portfolios
- Performed operational duties such as checks, sonnets and EFT
- Prepared customer reports and analysis
- Marketed the bank’s product line
- Achieved 2002 medium-sized branch championship for HSBC as a team
Customer Representative
Demirbank A.Ş. (Çağlayan Branch)
01.2001 - 01.2002
- Performed operational duties such as checks, sonnets and EFT
- Marketed the bank’s product line
- Arranged meetings with personal and commercial clients
- Prepared customer reports and analysis
Customer Representative
Yapı ve Kredi Bank A.Ş. (Pangalti Branch)
01.1999 - 01.2001
- Was responsible for branch ATM services
- Maintained bookkeeping (debits and credits) services
- Performed stock and securities services
- Provided foreign currency exchange services
Customer Representative and Intern
Yapı ve Kredi Bank A.Ş. (Çağlayan Branch)
01.1997 - 01.1999
- Responsible for ATM account
- Performed ATM account compliances
- Maintained bookkeeping (debits and credits) sevice
- Wrote official and domestic writings for the bank
- Performed credit services
- Carried out contract services (senetler)
Education
Executive Master - Business Administration (English)
Yeditepe University
Bachelor’s Degree - Economics
Eskişehir Anadolu University
Bachelor’s Degree - Business Management
Eskişehir Anadolu University
High School - undefined
Ataköy Super High School
Skills
Investment product development and training
Profit and Loss management
Market analysis and global financial trends
Team leadership, mentoring, and coaching
Expertise in Artificial Intelligence applications for financial services
Advanced proficiency in Microsoft Office Suite (Word, Excel, Publisher,AI App)
Fluent in English
Certification
Yapı Kredi Banking Certificate (1997)
References
Available upon request
Interests
Football, Table Tennis, Chess, Scuba Diving, Bodybuilding
Extracurricular Activities
Board Member, HSBC People: Managed 3600 members, organized social and educational events Project Officer, Earthwatch: Led environmental initiatives and participated in global conservation projects TEB Scuba Diving Club: Active participant in diving events across Turkey
Timeline
Investment Advisory Department Director
Dinamik Securities A.Ş
01.2024 - 01.2025
Investment Advisory Department Manager
İş Securities A.Ş
01.2023 - 01.2024
Investment Advisory Department Manager
Burgan Securities
01.2020 - 01.2023
Branch Manager
BurganBank A.Ş Main Private Banking Center Branch
01.2017 - 01.2020
Private Banking Portfolio Manager
BurganBank A.Ş Private Banking Etiler Private Banking Center Branch
01.2015 - 01.2017
Select Branch A. Manager
Denizbank A.Ş Private Banking (Citibank A.Ş. Levent Select Investment Center)
01.2011 - 01.2015
Akbank Sales Team’s Manager
Akbank Güneşli-Trakya Area
01.2010 - 01.2011
Star Banking Sales Assistant Manager
TEB A.Ş.-PNB Paribas (Fındıklı Headquarters)
01.2008 - 01.2010
Citigold Assistant Manager
Citibank A.Ş. (Fındıklı Investment Center)
01.2006 - 01.2008
Retail and Private Banking Assistant Supervisor
TEB A.Ş.- BNP Paribas (Levent Branch)
01.2005 - 01.2006
Retail Banking Assistant Supervisor
HSBC A.Ş. (Beyoğlu Branch)
01.2004 - 01.2005
Retail Banking Associate
HSBC A.Ş. (Altyol Kadıköy Branch)
01.2002 - 01.2004
Customer Representative
Demirbank A.Ş. (Çağlayan Branch)
01.2001 - 01.2002
Customer Representative
Yapı ve Kredi Bank A.Ş. (Pangalti Branch)
01.1999 - 01.2001
Customer Representative and Intern
Yapı ve Kredi Bank A.Ş. (Çağlayan Branch)
01.1997 - 01.1999
Executive Master - Business Administration (English)
Yeditepe University
Bachelor’s Degree - Economics
Eskişehir Anadolu University
Bachelor’s Degree - Business Management
Eskişehir Anadolu University
High School - undefined
Ataköy Super High School