Vinay K Joshi
Bangalore
Summary
Senior Private Banker - Client Partner with 16+ years of experience in Investment Banking & Wealth Management, currently managing ₹500+ Cr AUM for HNI & UHNI clients. Skilled in portfolio management, capital markets, PMS, AIFs, mutual funds, structured finance, and insurance solutions. Proven record in AUM growth, client acquisition, debt/equity syndication, IPO advisory, and regulatory compliance. Recognized for building long-term client relationships, driving revenue growth, and delivering customized financial strategies across asset classes.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Sr. Private Banker - Client Partner (AVP)
ICICI Securities Ltd
Bangalore
07.2022 - Current
- Managing and advising a portfolio of ₹500+ Cr AUM across PMS, AIFs, structured finance, mutual funds, insurance & equity strategies.
- Delivered 35% YoY AUM growth through UHNI client acquisition and wallet share expansion.
- Structured portfolios with IPO allocations, private equity placements, and capital market opportunities.
- Ensured 100% compliance with SEBI/IRDA norms while driving consistent revenue growth.
Affluent Relationship Manager
Axis Bank Ltd
Bangalore
01.2020 - 06.2022
- Managed ₹150+ Cr high-value portfolios, offering bespoke wealth & investment banking solutions.
- Achieved 120% of annual revenue targets through cross-selling & strategic advisory.
- Collaborated with IB teams to structure debt & equity offerings, enhancing client portfolios.
- Acquired 20+ HNI clients in 2 years, contributing inflows of ₹50 Cr.
Investment & Client Relationship Manager
HDFC Bank Ltd
Bangalore
09.2014 - 01.2020
- Delivered full-spectrum advisory across mutual funds, bonds, PMS, structured finance & insurance.
- Improved product penetration from 45% to 70%, boosting cross-sell ratios and client engagement.
- Expanded portfolio AUM by ₹75 Cr+ via acquisition and client retention.
- Consistently ranked among Top 10 regional performers, recognized for client excellence.
Business Development Manager
K.L Agency
Bangalore
03.2011 - 08.2014
- Expanded B2B operations, growing client base by 300% in 3 years and building long-term corporate partnerships.
Business Development Manager
Sunrise Agencies
Bangalore
08.2006 - 06.2008
- Managed corporate B2B interior solutions sales, client acquisition, and project delivery.
Education
MBA - Marketing & Finance
The Oxford College of Engineering
BangaloreSkills
- Bloomberg
- Reuters
- Advanced Excel
- PowerPoint
- Basic SQL
- Windows
- IOS
- Linux
Websites
Certification
- NISM VA
- NISM-Series-XXI-A (PMS)
- IRDA (Both Life and General Insurance)
- CIEL PMS
Profile Snapshot
Senior Private Banker - Client Partner with 16+ years of experience in Investment Banking & Wealth Management, currently managing ₹500+ Cr AUM for HNI & UHNI clients. Skilled in portfolio management, capital markets, PMS, AIFs, mutual funds, structured finance, and insurance solutions. Proven record in AUM growth, client acquisition, debt/equity syndication, IPO advisory, and regulatory compliance. Recognized for building long-term client relationships, driving revenue growth, and delivering customized financial strategies across asset classes.
Languages
English
First Language
Timeline
Sr. Private Banker - Client Partner (AVP)
ICICI Securities Ltd
07.2022 - Current
Affluent Relationship Manager
Axis Bank Ltd
01.2020 - 06.2022
Investment & Client Relationship Manager
HDFC Bank Ltd
09.2014 - 01.2020
Business Development Manager
K.L Agency
03.2011 - 08.2014
Business Development Manager
Sunrise Agencies
08.2006 - 06.2008
MBA - Marketing & Finance
The Oxford College of Engineering