Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Vipul Tripathi

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

undefined

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

Similar Profiles

CREATE PROFILE
Vipul TripathiAffluent Relationship Manager