Vipul Khare

Partnerships Manager

Noida, Uttar Pradesh, India12 yrs 4 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven expertise in portfolio management and business development.
Strong background in regulatory compliance and audit management.
Skilled in customer relationship management and investment advising.

Stackforce AI infers this person is a Banking and Finance professional with strong skills in portfolio management and regulatory compliance.

Contact

Skills

Core Skills

Portfolio ManagementBusiness DevelopmentInvestment AdvisingClient ManagementRegulatory ComplianceAudit ManagementCustomer ServiceCross-selling

Other Skills

Business StrategyClient RelationsCustomer Relationship Management (CRM)Employee RelationsFCRMFinacleFinanceHedge FundsKYCManagement Information Systems (MIS)Microsoft OfficeMutual FundsNegotiationTeam LeadershipTeam Management

About

I would describe myself as a banking professional taking a keen interest in banking. Till date, I have applied my skills in analysing and managing portfolios, providing investment advises and handling complaints, notices and queries. My corporate journey started when I joined ICICI Bank as the Customer Service Manager, and indulged in cross-selling, handling front-desk operations, and dealing with customer complaints and regulatory compliances. I was promoted as the Deputy Branch Manager and then as the Relationship Manager within few years. I mainly looked into the audit reports and ratings, reviewing regulatory requirements, managing working capital and analysing client profiles. Currently, I am working with Indusind Bank, where I look into identifying new business opportunities, managing portfolios of customers involved in Trade and forex. Looking forward to working on more interesting challenges.

Experience

12 yrs 4 mos

Total Experience

4 yrs 1 mo

Average Tenure

6 yrs 6 mos

Current Experience

Indusind bank

Emerging Corporate Relationship Manager

Nov 2019 – Present · 6 yrs 6 mos · Rajasthan, India

Portfolio ManagementBusiness DevelopmentRegulatory ComplianceCustomer Relationship Management (CRM)

Hdfc bank

Preferred Relationship Manager

Mar 2018 – Nov 2019 · 1 yr 8 mos · Pune, Maharashtra, India

Identifying new business opportunities, analysing and managing portfolios.
Providing clients with investment advises, and determining the right asset classes for them.

Portfolio ManagementInvestment Advising

Icici bank

3 roles

Relationship Manager

Jul 2016 – Jan 2018 · 1 yr 6 mos

Routine assessment of corporate clients and advising them with various solutions.
Managed portfolios of government accounts, hospitals, army canteens, schools, NBFC and other corporate clients.

Client ManagementPortfolio Management

Deputy Branch Manager

Promoted

Nov 2013 – Jul 2016 · 2 yrs 8 mos

Reviewed all AML and KYC requirements for all the clients.
Ensured enhanced due diligence (EDD) and worked on providing satisfactory audit rating and closure of audit reports.

Regulatory ComplianceAudit Management