VINIT VIKAS
PATNA
Summary
- Detail Oriented professional with over 17 years of experience in Wealth Management.Skilled in client relationship management and investment. strategy development consistently optimising financial outcomes through tailored solutions and effective communication. with experience.
Overview
18
18
years of professional experience
Work History
Branch Manager
UNION BANK OF INDIA
PATNA
05.2013 - Current
- Cultivated strong client relationships through effective communication and regular investment reviews.
- Analyzed financial data to optimize decision-making processes for clients.
- Delivered comprehensive wealth management services, including asset allocation and retirement planning.
- Evaluated client's risk tolerance and provided tailored investment strategies.
- Maintained current knowledge of industry trends and regulatory changes.
- Reviewed loan applications for accuracy and adherence to compliance standards.
- Coordinated credit line approvals, including commercial and personal loans.
- Established rapport with clients to enhance branch loyalty and meet financial needs.
WEALTH RELATIONSHIP MANAGER
ING VYSYA BANK
KOLKATA
12.2011 - 06.2012
- Fostered enduring relationships with high-net-worth clients via customized financial planning strategies.
- Provided tailored investment solutions that aligned with client aspirations and risk tolerance.
- Leveraged customer relationship management software to document all client interactions accurately.
- Assessed client accounts regularly, suggesting investment modifications to enhance performance.
Preferred Relationship Manager
HDFC BANK LTD
MUMBAI
06.2008 - 10.2011
- Cultivated strong client relationships to identify financial needs and preferences.
- Conducted regular meetings to review client portfolios and discuss updates.
- Performed follow-ups to enhance client engagement and ensure service quality.
- Sourced new leads through cold calling and referrals from existing clients.
- Advised clients on investment decisions, including stocks, bonds, mutual funds, and insurance products.
Education
Bachelor of Arts - Economics
FERGUSSON COLLEGE
PUNE05-2005
MBA - INTERNATIONAL TRADE
INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH
PUNE06-2008
Skills
- Effective communicator
- Decision making
- Attention to detail
- Analytical skills
Core Competencies
- Sales & Business Development
- Wealth Management
- Revenue Growth
- New Client Acquisition/Retention
- Strategic Planning and Leadership
Timeline
Branch Manager
UNION BANK OF INDIA
05.2013 - Current
WEALTH RELATIONSHIP MANAGER
ING VYSYA BANK
12.2011 - 06.2012
Preferred Relationship Manager
HDFC BANK LTD
06.2008 - 10.2011
Bachelor of Arts - Economics
FERGUSSON COLLEGE
MBA - INTERNATIONAL TRADE
INSTITUTE OF MANAGEMENT DEVELOPMENT AND RESEARCH