Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
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Vimlesh Sharma

Vimlesh Sharma

Investment Specialist, Private Banker
Worli,MH

Summary

Detail-oriented Investment Specialist with over 15 years of experience. Adept at Investment solutions and maintaining personal relationships with clients. Successful at service oriented large-scale investments.

Overview

16
16
years of professional experience
10
10
years of post-secondary education

Work History

Investment Specialist

Kotak Mahindra Bank Ltd
11.2021 - Current


  • Enhanced customer experience through regular follow-ups, addressing concerns promptly and maintaining open lines of communication.
  • Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Managing 50 Branches, 260 RMs , Over 450 Service Staff of South Mumbai for Investments.
  • Supporting & Training Service Team & RMs on Investment products like MF, PMS, AIF, SGB, CFDs process and procedure, answering queries. providing guidance and support on client meetings.
  • Conducting meetings with HNI/UHNI clients to review and update portfolios and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Conducting Investor Awareness Programme.

Private Banker

ICICI Securities Ltd - Private Wealth Management
04.2020 - 11.2021
  • Established new accounts for HNIs / UHNIs and serviced existing accounts to maximize revenue.
  • Helped clients protect assets through variety of strategies & Cultivated strong customer relationships by providing tailored advice and services.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Assisted clients with budgeting and cash flow management along with investments, retirement and estate planning.
  • Cross Selling of AIF/ PMS, Structured Products

Sr Wealth Manager -Premier

ICICI Securities Ltd
08.2014 - 03.2020
  • Recommended specific investments to help clients meet financial goals and collaborated with clients to develop customized investment portfolios.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Educated clients on potential risks and rewards associated with various investments.
  • Collaborated with tax professionals to optimize clients'' wealth preservation strategies.

Branch Manager

ICICI Securities Ltd
05.2013 - 07.2014
  • Managed team size of 8 Relationship managers
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Assessed employee performance and developed improvement plans.
  • Created strategies to develop and expanded existing customer sales, resulting into increase in sales.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.

Relationship Manager

ICICI Securities Ltd
10.2010 - 05.2013
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.


Sales Development Manager

HDFC Life Insurance
09.2009 - 07.2010
  • Analyzed competitor offerings to identify unique selling points for tailored pitches that resonated with target markets effectively.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Onboarding Consultants & demonstrating them business execution
  • Periodic Training & Development of Consultants
  • Developed deep understanding of customer needs, priorities and pain points to deliver customized services.


Team Leader - Virgin Mobiles

Impact Marketing
06.2008 - 08.2009
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.
  • Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
  • Responsible for Brand Promotion & Sales Numbers
  • Building & maintaining good relationship with Channel Partners
  • Achieving targets by outsmarting & keeping track of the competition
  • Conducting monthly meeting, discussion with Management.


Education

PGDBA - Finance

Symbiosis (SCDL)
Pune
03.2011 - 07.2014

Bachelor of Commerce - Accounts & Economics

Mumbai University
04.2001 - 03.2008

Skills

Investor relations

Languages

English, Hindi and Marathi

Accomplishments

    · Qualified for 8 International & 4 domestic Contests

    · PAN India No.1 WM - Premier for FY 2017-18 & 2018-19 basis KPI.

Timeline

Investment Specialist

Kotak Mahindra Bank Ltd
11.2021 - Current

Private Banker

ICICI Securities Ltd - Private Wealth Management
04.2020 - 11.2021

Sr Wealth Manager -Premier

ICICI Securities Ltd
08.2014 - 03.2020

Branch Manager

ICICI Securities Ltd
05.2013 - 07.2014

PGDBA - Finance

Symbiosis (SCDL)
03.2011 - 07.2014

Relationship Manager

ICICI Securities Ltd
10.2010 - 05.2013

Sales Development Manager

HDFC Life Insurance
09.2009 - 07.2010

Team Leader - Virgin Mobiles

Impact Marketing
06.2008 - 08.2009

Bachelor of Commerce - Accounts & Economics

Mumbai University
04.2001 - 03.2008

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Vimlesh SharmaInvestment Specialist, Private Banker