Hardik Parashar

Experience

• 

  ABB

  Apr 2013 - Jun 2013

  Business Development Trainee

  Worked as lead generator for the sales team of LT (low tension) switchgear including MCB, circuit boards with major residential and commercial builders.

• 

  ICICI Bank

  Jun 2014 - Mar 2019

  Relationship Management / Business Development Responsibilities included:1) Managing relationships of HNI clients.2) Acquiring high value relationships3) Offering Private Banking/wealth management services through products like mutual funds(debt and equity products), structured products, Portfolio management services (PMS), Insurance4) Focus on asset products including Home Loan, Personal Loan,CC/OD,BBG, Trade etc.5) Conduct financial needs analysis and recommend appropriate product to meet client need6) Providing advisory services on personal investments to ensure an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints7) As the owner’ of the customer relationships, ensure effective and efficient service delivery to the customer8) Awareness of all the policies and procedures issued in relation to money laundering prevention9) Ensure compliance with the laid down policies and procedures on an ongoing basis Show less Relationship Management / Business Development Responsibilities included:1) Managing relationships of HNI clients.2) Acquiring high value relationships3) Offering Private Banking/wealth management services through products like mutual funds(debt and equity products), structured products, Portfolio management services (PMS), Insurance4) Focus on asset products including Home Loan, Personal Loan,CC/OD,BBG, Trade etc.5) Conduct financial needs analysis and recommend appropriate product to meet client need6) Providing advisory services on personal investments to ensure an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints7) As the owner’ of the customer relationships, ensure effective and efficient service delivery to the customer8) Awareness of all the policies and procedures issued in relation to money laundering prevention9) Ensure compliance with the laid down policies and procedures on an ongoing basis Show less Relationship Management / Business Development Responsibilities included:1) Managing relationships of HNI clients.2) Acquiring high value relationships3) Offering Private Banking/wealth management services through products like mutual funds(debt and equity products), structured products, Portfolio management services (PMS), Insurance4) Focus on asset products including Home Loan, Personal Loan,CC/OD,BBG, Trade etc.5) Conduct financial needs analysis and recommend appropriate product to meet client need6) Providing advisory services on personal investments to ensure an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints7) As the owner’ of the customer relationships, ensure effective and efficient service delivery to the customer8) Awareness of all the policies and procedures issued in relation to money laundering prevention9) Ensure compliance with the laid down policies and procedures on an ongoing basis Show less

  • Branch Manager

    Oct 2017 - Mar 2019

  • Wealth Manager | Manager II

    Apr 2017 - Sept 2017

  • Wealth Manager | Manager I

    Apr 2016 - Mar 2017

  • Wealth Manager | Deputy Manager II

    Jun 2014 - Mar 2016
• 

  Deutsche Bank

  Mar 2019 - Aug 2023

  Analyst

  • Associate

    Apr 2022 - Aug 2023

  • Senior Private Banker

    Mar 2019 - Apr 2022
• 

  IDFC FIRST Bank

  Aug 2023 - now

  AVP | Private Banking