Vicky Bhoj
Safdarjung Enclave,New Delhi
Summary
With over seven years of in-depth experience in the capital market, I specialize in providing expert advice on mutual funds, Portfolio Management Services (PMS), and a broad range of equity products. My professional journey is marked by fruitful engagements in both B2B and B2C settings, where I have consistently demonstrated my ability to manage High Net Worth Individuals (HNIs) and banks with significant Assets Under Management (AUM). My passion lies in crafting customized financial solutions that meet the unique needs of each client, while building enduring relationships anchored in trust and deep-seated financial acumen.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager In Banking
SBI Funds Management Ltd.
South Delhi
09.2023 - Current
- Currently working with SBI Mutual Fund as a Relationship Manager in the Banking Channel, handling Private Banking, Wealth, RIA and Retail segments across South Delhi.
- Responsible for driving B2B sales from mapped bank counters, ensuring strong market share, and achieving business targets.
- My role involves building and maintaining strategic relationships with banks, providing product expertise, and delivering end-to-end support to enhance engagement and business growth.
Relationship Manager In I Bank Channel
ICICI Prudential Mutual Fund
South Delhi
04.2021 - 08.2023
- Managed Wealth and Private Banking counters of ICICI Bank branches across South Delhi, responsible for driving mutual fund sales and achieving both bank and individual targets.
- Provided investment advisory and tailored solutions to high-net-worth clients, delivering product presentations and portfolio insights.
- Actively engaged with branch teams to enhance product penetration, trained bank staff on mutual fund offerings, and maintained strong client relationships to ensure sustainable business growth and market share expansion.
Equity Advisor
Tradebulls Securities Pvt Ltd
New Delhi
11.2020 - 03.2021
- Advised clients on selecting and purchasing the right equity products, providing expert guidance to help them achieve their investment goals.
Associate in Client Relation
Aditya Birla Sun Life AMC Ltd (On Ikya Payroll)
01.2019 - 11.2020
- Spearheaded customer service initiatives and provided comprehensive sales support, ensuring seamless client interactions and bolstering operational efficiency.
Associate in Online Mutual Fund Channel Partner Platform
RR Investors Capital Services Pvt. Ltd. (RR Finance Ltd.)
06.2017 - 01.2019
- Managed online channel platforms to advise and facilitate transactions, ensuring seamless client servicing.
Education
MBA - In Marketing Management
NMIMS Global Access School For ContinuingEducation
01-2024
Bachelor of Arts -
UNIVERSITY OF DELHI
New Delhi01-2017
Skills
- RELATIONSHIP MANAGEMENT
- SALES
- INVESTMENT ADVISORY
- PRODUCT KNOWLEDGE
- COMMUNICATION SKILLS
- CUSTOMER SERVICE
Certification
- NISM XIII - Common Derivatives
- NISM Module XXI A - PMS Distributors
- NISM Module VA - Mutual Fund Distributors
- NISM XA - Investment Advisor Level 1
- NISM XB - Investment Advisor Level 2
Interests
Fitness, running, sports, wellness
Timeline
Relationship Manager In Banking
SBI Funds Management Ltd.
09.2023 - Current
Relationship Manager In I Bank Channel
ICICI Prudential Mutual Fund
04.2021 - 08.2023
Equity Advisor
Tradebulls Securities Pvt Ltd
11.2020 - 03.2021
Associate in Client Relation
Aditya Birla Sun Life AMC Ltd (On Ikya Payroll)
01.2019 - 11.2020
Associate in Online Mutual Fund Channel Partner Platform
RR Investors Capital Services Pvt. Ltd. (RR Finance Ltd.)
06.2017 - 01.2019
MBA - In Marketing Management
NMIMS Global Access School For ContinuingEducation
Bachelor of Arts -
UNIVERSITY OF DELHI
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