Summary
Overview
Work History
Education
Skills
References
Timeline
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Vikramjit Singh Grewal

D-402, Caitriona, Ambience Island,Phase 3,Gurugram,Haryana

Summary

Seasoned Private Banker with a solid background in providing high net worth clients with personalized financial services. Possess strong skills in wealth management, portfolio growth strategies, and relationship building. Proven track record of developing new business opportunities and fostering client loyalty. Demonstrated ability to deliver top-level customer service while maintaining strict compliance with banking regulations and standards.

Overview

26
26
years of professional experience

Work History

Director -Global Private Banking

HSBC
New Delhi
07.2024 - Current

Relationship Manager - Asset & Wealth Management

Deutsche Bank AG
10.2010 - 07.2024
  • Acquiring new relationships and building the book from zero
  • Sell across various products of the bank including Investments, Loans, CASA and Fx
  • Ensuring smooth facilitation of services of the bank
  • Built a book of more than 350 crores and revenues of INR 4.5 crores.
  • Ensuring high standards of the bank were maintained resulting in no complaints

CitiGold Select Banker

Citibank N.A.
02.2004 - 09.2010
  • Acquiring HNI and SME accounts for the preferred banking segment.
  • Financial Need Analysis for HNI's and SME's through investment products.
  • Handling and deepening CASA book for the branch.
  • Cross-selling market linked insurance products, mutual funds, structured products & portfolio management schemes
  • Consistently have done more than 2 crores of fee revenue per year for the last 4 years.
  • Third highest revenue on Investments in the first quarter of 2010
  • Manage a portfolio of approximately 250 crores across 35 clients
  • Have consistently been amongst the highest revenue generators across the investments line
  • Instrumental in the branch breaking even in the first month of it's operation.
  • Won 'Around the World in 80 Days', 'Fly your Dreams', 'Reach for the Skies' and 'Teamsters'. This is apart numerous other awards for outstanding work in the sales of Equity Mutual Funds, Structured Notes, Real Estate Funds and Life Insurances.

Relationship Manager Excel Banking GK 1 Branch

Standard Chartered Bank
10.2002 - 02.2004
  • Achieving CASA targets through acquisition and deepening of existing base
  • Achieving branch targets of Investments & Insurance
  • Championing the Investments Product & Sales for the branch
  • Rated E in the year end ESAU (grading system)
  • Was in the top three Relationship Managers in the Equity Mutual Fund contest Pan India

Relationship Manager (DLF Branch)

HDFC Bank Ltd.
04.2000 - 10.2002
  • Meeting budgets through acquisition and enhancement of the HNW portfolio.
  • Cross selling to the HNW's to build exit barriers
  • Manage & control the activities of sales channels
  • Ensure seamless service through constant contact with external customers and internal service providers
  • Over achieved a target of Rs.10.5 crores by Rs.20 crores for the financial year.
  • The DSA team was graded the Best in the Country.

Personal banker at the DLF Branch

HDFC Bank Ltd.
06.1999 - 03.2000
  • Meeting operational needs, reconciliation of various internal dummy accounts on a daily basis.
  • Responsible for reconciliation of cash differences.
  • Independent responsibility of the 24-hour ATMs, phone-banking and locker facilities.
  • Exceeded sales targets and hence was promoted to a Relationship Manager.
  • Sold the largest number of lockers in the region.

Education

Post Graduate Programme in Management -

International Management Institute (IMI)
New Delhi
01.1999

Bachelor of Commerce -

Sydenham College of Commerce and Economics, University of Mumbai
01.1997

Indian School Certificate Examination (I.S.C.) -

St. Paul's School
Darjeeling
01.1994

Skills

  • Client relationship management
  • Financial analysis
  • Investment strategies
  • Portfolio management

References

To be furnished upon request

Timeline

Director -Global Private Banking

HSBC
07.2024 - Current

Relationship Manager - Asset & Wealth Management

Deutsche Bank AG
10.2010 - 07.2024

CitiGold Select Banker

Citibank N.A.
02.2004 - 09.2010

Relationship Manager Excel Banking GK 1 Branch

Standard Chartered Bank
10.2002 - 02.2004

Relationship Manager (DLF Branch)

HDFC Bank Ltd.
04.2000 - 10.2002

Personal banker at the DLF Branch

HDFC Bank Ltd.
06.1999 - 03.2000

Post Graduate Programme in Management -

International Management Institute (IMI)

Bachelor of Commerce -

Sydenham College of Commerce and Economics, University of Mumbai

Indian School Certificate Examination (I.S.C.) -

St. Paul's School

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Vikramjit Singh Grewal