Vivek Chaurasia

Business Development Executive

Bengaluru, Karnataka, India10 mos experience

Key Highlights

  • Experienced in managing high net worth customer portfolios.
  • Strong background in financial planning and investment advisory.
  • Proficient in banking operations and capital markets.
Stackforce AI infers this person is a Financial Services professional with expertise in investment management and client relations.

Contact

LinkedIn

Skills

Core Skills

Portfolio ManagementInvestment Advisory Services

Other Skills

Banking OperationsBusiness OperationsBusiness Relationship ManagementCapital MarketsConsumer ServicesCorporate FinanceCustomer Relationship Management (CRM)Data AnalysisEntrepreneurshipFinanceFinancial AccountingFinancial AnalysisFinancial PlanningInvestmentsKYC Verification

Experience

Hdfc bank

Relationship Manager (Smart Banking Lobby)

May 2025 – Present · 10 mos · Bengaluru East, Karnataka, India · On-site

  • Managed Portfolio of High Net Worth Customers of the Bank
InvestmentsPortfolio ManagementFinancial PlanningInvestment Advisory ServicesBanking OperationsCapital Markets+9

Education

JIMS Kalkaji

PGDM

Jul 2023 – Apr 2025

Goa University

Bachelor of Commerce - BCom — Accounting and Finance

Aug 2019 – May 2022

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