Vineet PK
Team Leader - Wealth
Bengaluru
Summary
Competent & result oriented professional seeking growth in professional life
Organized Team Leader builds positive rapport, inspire trust and guide teams toward achievement of organizational goals. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Excellent trainer and mentor.
Overview
14
14
years of professional experience
2011
2011
years of post-secondary education
4
4
Languages
Work History
Team lead
Dezerv
01.2024 - Current
- Managing a team of 6 Relationship Managers
- NTB Acquisition, Client Engagement and Relationship Expansion
- Handling book of 210 Crs AUM
- Working Closely with Product team to provide continuous feedback
Senior Priority RM
Standard chartered bank
06.2021 - 12.2024
- Wealth Management
- NTB Acquisition, third party Product Selling and Forward Contracts (Forex)
- Handling NR book of 180 Crs AUM and 110 Crs CASA
- Client Service Management
AVP-senior rm
Bank of baroda
10.2018 - 06.2021
- Wealth Management
- NTB Acquisition (onboarded 43 Individual and 15 Corporates from other banks)
- Handling Book size of 70 Cr CASA and 360+ CR AUM (Including Corporate Clients)
- Total Investment Mobilization of 300+ Crs during the Tenure
AVP-Premier
HSBC Bank
02.2017 - 01.2018
- Wealth Management
- Service Query Handling
- Handled Book size of 38 Cr CASA and 79 CR AUM
- Relationship Management
Burgundy RM
Axis Bank
10.2015 - 08.2016
- Wealth Management
- New Client Acquisition
- Selling Both Assets and Liability Products
- Handled Book Size of 21 Cr CASA and 17 Cr AUM
Citigold RM
Citi Bank
10.2014 - 10.2015
- Wealth Management
- Selling Both Assets and Liability products
- New Client Sourcing
- Book Size of 22 Cr CASA and 18 Cr AUM
Senior Privilege Banker
ICICI Bank
07.2012 - 07.2014
- Handling Team of 5-7 Relationship Managers
- Selling Both Assets and Liability products
- New Client Sourcing
- Book Size of 40 Cr CASA and 8 Cr AUM
Management Trainee
Kotak Securities
04.2011 - 02.2012
- New Client Sourcing
- Service handling
- Selling both Equity and Bank linked products
Education
MBA - Marketing, Banking
IBS
B. TECH - Information Technology
Holy Mary institute of tech. & science
Skills
- HNI Relationship Management
- Wealth Management
- Persuasive Selling
- Analytical Ability
- Business Networking
- Core Banking
- Finacle CRM
- Wealth Management Knowledge
- Finacle Loan Module
Notables
- Accredited with certificate of appreciation: PAN India Topper in NR Investments Category (2023)
- Won SCB Golden Globe, BIG Bash and Banca Awards for the year 2023 and 2024
- Pan India No 1 Rank RM in Investments (Bank of Baroda) for FY 2019-20
- Bank of Baroda Summer marathon Investments Champion with 22.5 Crs Investment
- ICICI Bank Star for 2 Consecutive quarters
- Top 3 RM in Axis for Retail Loans South
- Appreciation from MD and CEO of ICICI Bank for Top-10 Best Sr Pb's
Timeline
Team lead
Dezerv
01.2024 - Current
Senior Priority RM
Standard chartered bank
06.2021 - 12.2024
AVP-senior rm
Bank of baroda
10.2018 - 06.2021
AVP-Premier
HSBC Bank
02.2017 - 01.2018
Burgundy RM
Axis Bank
10.2015 - 08.2016
Citigold RM
Citi Bank
10.2014 - 10.2015
Senior Privilege Banker
ICICI Bank
07.2012 - 07.2014
Management Trainee
Kotak Securities
04.2011 - 02.2012
B. TECH - Information Technology
Holy Mary institute of tech. & science
MBA - Marketing, Banking
IBS
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