Vishesh Pratap Singh — Operations Associate
As a Senior Manager and Platinum Relationship Manager at Kotak Mahindra Bank (Delhi), I manage a diverse portfolio of HNI clients, ensuring personalised financial strategies and superior service delivery. My role includes relationship management, wealth advisory, risk assessment, and cross-functional coordination to achieve both client and organisational goals. I focus on building long-term partnerships anchored in transparency and performance.
Stackforce AI infers this person is a Fintech expert with a strong focus on wealth management and client relationship strategies.
Location: South Delhi, Delhi, India
Experience: 6 yrs 6 mos
Skills
- Hni Relationship Management
- Wealth Advisory
- Marketing
- Sales Management
- Client Management
Career Highlights
- Expert in HNI relationship management and wealth advisory.
- Proven track record in delivering personalized financial strategies.
- Strong leadership in managing diverse client portfolios.
Work Experience
Kotak Mahindra Bank
Senior Manager (6 mos)
Aditya Birla Sun Life Insurance
Area Manager (3 yrs 6 mos)
Max Life Insurance Company Limited
Senior Wealth Manager (6 yrs 3 mos)
Education
B.tech at Bharati Vidyapeeth's College Of Engineerin Pune
