Vipul Tripathi
Affluent Relationship Manager
Lucknow
Summary
Aspires to pursue assignments in Investment Sales, Business Development, and Wealth Distribution. A result oriented professional with 7 years of rich experience across diverse facets such as Investment counseling/ analysis, sales, business development and client relationship management. I am currently associated with ICICI Bank Ltd as Wealth Relationship Manager handling HNI and Ultra HNI clients of
Overview
8
8
years of professional experience
4
4
years of post-secondary education
4
4
Certifications
Work History
Wealth Relationship Manager, Relationship Manager
ICICI bank Ltd
lucknow
05.2021 - Current
- Pradesh
- Significant expertise in providing investment solutions and delivering superior service to the customersabout the investment options thereby enhancing returns on investments
- Effectively formulated and implemented wealth management strategies thereby exceeding investment plansin terms of attaining fee income goals
- Deftness in giving direction to the overall investment sales management – traction of sales volume, revenue,market penetration, deepening of client portfolios as so to increase share-of-the-wallet and new accounts
- Demonstrated abilities in team management by scaling up their investment capabilities, driving investmentproduct strategy, portfolio actions and sales
- Key Strengths includes:
- Sales Business Development Investment Counselling
- Client relationship Management Key Account Management Team Management
- Advisory Services Investment Analysis Service and Support
- Financial Planning Risk Profiling Portfolio Management, handled as Wealth Relationship, Acquiring true customers and helping with complete banking and Investment needs Serving as a dedicated Single point of Contact for over 300 Wealth and Wealth Select Customers
- Strategizing and conceiving the business plan on investments for the region
- Driving the fee targets through distribution of Mutual Funds and other third party products like Insurance Planning,
- PMS, Private Equity Funds, will writing services
- Driving investment business by meeting all the Mapped clients in a quarter and guiding them about investments and other solutions that they might require
- Counseling client on emerging financial issues, new bank products and services, regulatory tax changes andthe general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms Preparing KYC reports of clients.
Relationship Manager
Indusind Bank Ltd
lucknow
10.2019 - 05.2021
- Acquiring true customers and helping with complete banking and Investment needs Serving as a dedicated Single point of Contact for over 200 Burgundy Customers
- Strategizing and conceiving the business plan on investments for the region
- Driving the fee targets through distribution of Mutual Funds and other third party products like Insurance,PMS,
- Private Equity Funds etc
- Driving investment business by meeting all the Mapped clients in a quarter and guiding them about investments and other solutions that they might require
- Counseling client on emerging financial issues, new bank products and services, regulatory tax changes and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms Preparing KYC reports of clients.
Manager
Axis Bank ltd
lucknow
07.2015 - 09.2019
- Acquiring true customers and helping with complete banking and Investment needs Serving as a dedicated Single point of Contact for over 80 Exclusive Families
- Strategizing and conceiving the business plan on investments for the region
- Driving the fee targets through distribution of Mutual Funds and other third party products like Insurance, PMS, Private
- Equity Funds etc
- Driving investment business by meeting all the Mapped clients in a quarter and guiding them about investments and other solutions that they might require
- Counseling client on emerging financial issues, new bank products and services, regulatory tax changes and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms Preparing KYC reports of clients.
- Cross-trained existing employees to maximize team agility and performance.
Education
BBA - Banking And Insurance
GGSIP University
New Delhi 04.2009 - 03.2012
PGDBM - Banking And Insurance
Manipal Academy of Banking
Bangalore 04.2014 - 06.2015
Skills
Strategic planning
Business Development
Staff Management
Negotiation
Verbal and written communication
Business administration
Sales and marketing
Financial Management
Accomplishments
- 2015 Post graduate diploma in banking and Financial services from Manipal Academy of banking
- Bangalore
- 2012 BBA in banking and Insurance from Indraprastha University Delhi
- 2009 Senior Secondary (Commerce) from KV APS New Delhi
- 2007 Higher Secondary from KV Airforce station Avadi Chennai
Certification
NISM Series VI: Depository Operations Certification Examination.NISM
Timeline
Wealth Relationship Manager, Relationship Manager
ICICI bank Ltd
05.2021 - Current
Relationship Manager
Indusind Bank Ltd
10.2019 - 05.2021
Manager
Axis Bank ltd
07.2015 - 09.2019
PGDBM - Banking And Insurance
Manipal Academy of Banking
04.2014 - 06.2015
BBA - Banking And Insurance
GGSIP University
04.2009 - 03.2012