Vivek Singh Bhandari
Dehradun
Summary
Expertise in financial markets and analytical techniques that enhance strategic decision-making across organizations. Skilled in developing and maintaining client relationships, providing customized financial solutions, and ensuring high levels of customer satisfaction. Effective communicator with a strong ability to identify client needs and align them with business objectives. Demonstrated success in building trust and establishing long-term partnerships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
Nippon Life india Asset Managment Ltd
Dehradun
04.2023 - 01.2026
- Cultivated strong relationships with key clients, wealth managers, and financial advisors.
- Drove AUM growth through new client acquisition and reactivation of inactive clients.
- Identified and developed new business opportunities to enhance market share.
- Addressed client queries and concerns in a timely manner.
Relationship Manager
ICICI Prudential AMC Ltd
Dehradun
07.2021 - 04.2023
- Directed business development for private banking and national distribution channel in Dehradun region.
- Drove growth in alternative investments, including PMS and AIF products.
- Maximised sales opportunities by determining and standardising best practices.
Deputy Manager
FISDOM (Finwizard Technology Pvt. Ltd.)
Dehradun
01.2019 - 07.2021
- Conducted training for bank staff on online investment strategies.
- Coordinated with Circle/Zonal offices to promote mutual fund initiatives across branches.
- Engaged high-net-worth individuals and non-resident Indians to develop tailored investment portfolios.
- Resolved customer complaints professionally, ensuring high satisfaction levels.
- Motivated branch teams to maximize business generation efforts.
- Analyzed mutual fund options for PNB Bank, Indian Bank, and KBL Bank in Uttarakhand region.
Relationship Manager
SAI NATH INVESTMENT
Dehradun
06.2016 - 10.2018
- Monitored market news, financial trends, and current affairs to inform investment strategies.
- Maximized reach of initiated investment ideas and stock calls for enhanced client engagement.
- Provided regular updates to clients on market changes and portfolio adjustments.
- Achieved healthy revenue growth while prioritizing client profitability.
- Managed backend processes including D-Mat account setup, modifications, and share certificate handling.
Education
MASTER OF BUSINESS ADMINSITRATION - Finance
DOON UNIVERSIT
Dehradun04.2016
B.Com - BANKING & INSURANCE
DAV(P.G)COLLEGE
Dehradun03.2014
Skills
- Empathy
- Adaptability
- Non-verbal communication
- Financial literacy skills
- Client relationship management
- Portfolio management
- Business development
- Client engagement
- Market trend awareness
- Product knowledge
- Knowledge of financial markets
- Regulatory compliance
Certification
- NISM Series VIII: Equity Derivatives Certification, National Institute of Securities Markets
- NISM Series V-A: Mutual Fund Distributer (MFD) Certification, National Institute of Securities Markets
Accomplishments
Attended the GST MITTRA training conducted by Commercial Tax Department, Government of Uttarakhand. The training provided to the graduates of Uttarakhand, GST Mitra Scheme seeks to assist small and marginal Tax payers in preparing and filing their VAT/GST Returns by creating a group of 'GST MITRA' available in his locality/doorstep at affordable costs throughout State of Uttarakhand.
Languages
English
Hindi
Websites, Portfolios and Profiles
- @vivekbhandari92
- linkedin.com/in/vivekbhandari922
Timeline
Senior Relationship Manager
Nippon Life india Asset Managment Ltd
04.2023 - 01.2026
Relationship Manager
ICICI Prudential AMC Ltd
07.2021 - 04.2023
Deputy Manager
FISDOM (Finwizard Technology Pvt. Ltd.)
01.2019 - 07.2021
Relationship Manager
SAI NATH INVESTMENT
06.2016 - 10.2018
MASTER OF BUSINESS ADMINSITRATION - Finance
DOON UNIVERSIT
B.Com - BANKING & INSURANCE
DAV(P.G)COLLEGE