Vivek Kr Singh
Nangloi
Summary
Results-driven Senior Banking Partner at IndusInd Bank, leveraging a comprehensive skill set in Retail Banking. Adept at orchestrating seamless client relationship management, I specialize in acquiring and stewarding High Net Worth (HNW) clients. Recognized for excellence in delivering impactful proposals, overseeing branch operational activities, and ensuring the highest standards of service quality. Proven success in key account management, coupled with a strategic focus on business development. Trusted financial advisor committed to driving optimal outcomes for clients and contributing to organizational growth.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior banking partner
IndusInd bank
2025.05 - Current
- Led strategic initiatives to enhance customer experience across banking services.
- Collaborated with cross-functional teams to develop innovative financial solutions.
- Managed relationships with key clients, ensuring alignment with their banking needs.
- Analyzed market trends to inform product development and service enhancements.
Senior Wealth Advisor
Yes bank
2024.07 - 2025.05
- Recommended diverse financial products, including insurance, SIP, MF, FD, and savings and investment products.
- Successfully acquired new clients and managed key accounts, particularly with High Net Worth individuals.
- Handling of affluent customers of branch and offering products as per their needs.
Portfolio Manager
South Indian Bank
2021.04 - 2024.07
- Conducted credit assessments for portfolio clients, evaluating financial and business viability.
- Managed Retail Bank portfolio, emphasizing growth through CASA.
- Oversaw clearing remittance settlement, forex transactions, and property valuation.
- Identify, evaluate and manage strategic risks and opportunities in all operational activities of the branch with driven focus on Sales, Customer service, Compliance.
- Focused on overall business growth of branch by enhancing NTB customer base and achieve Business targets in all parameters.
- AUM management and Portfolio deepening.
Customer Service Executive
South Indian Bank
2018.05 - 2021.03
- Led daily operational activities with a focus on efficiency and accuracy.
- Identified and recommended investment opportunities aligned with client financial plans.
- TPP sales, CASA deepening, Mutual Funds and other investment products.
- Marketing activities according to branch catchment area.
Education
10th Grade -
Central Board of Secondary Education (CBSE)
Delhi12th Grade -
Central Board of Secondary Education (CBSE)
DelhiBachelor of Commerce (B.Com Hons) -
Delhi University
Postgraduate diploma - International Business
Masters in commerce -
Skills
- Account Management
- CRM Software
- New Client Acquisition
- Problem-Solving Skill
- Financial analysis
- Risk assessment
- Client relationship management
- Investment strategy
- Portfolio management
- Customer experience enhancement
- Relationship building
- Strategic thinking
- Problem solving
- Sales strategy development
Certification
- JAIIB
- CAIIB
- IRDAI certification
- NISM certification
Personal Information
Date of Birth: 03/22/94
Timeline
Senior banking partner
IndusInd bank
2025.05 - Current
Senior Wealth Advisor
Yes bank
2024.07 - 2025.05
Portfolio Manager
South Indian Bank
2021.04 - 2024.07
Customer Service Executive
South Indian Bank
2018.05 - 2021.03
10th Grade -
Central Board of Secondary Education (CBSE)
12th Grade -
Central Board of Secondary Education (CBSE)
Bachelor of Commerce (B.Com Hons) -
Delhi University