Vivek Chawla

Vivek Chawla

Relationship Manager- Priority Banking

Followers of Vivek Chawla130 followers
location of Vivek ChawlaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Director- Client Relations | Wealth Management, Family Offices

  • Education

    • Manipal Institute of Technology

      2001 - 2005
      Bachelor of Engineering - BE Computer Science
    • ICFAI Business School

      2006 - 2008
      Master of Business Administration - MBA Finance and Financial Management Services
  • Experience

    • Standard Chartered Bank

      Apr 2008 - Jul 2013
      Relationship Manager- Priority Banking
    • Kotak Mahindra Bank

      Jul 2013 - Apr 2016
      Senior Relationship Manager- Privy League

      • Drive aggressive business development through existing clients and new customer acquisition.• Advise Priority Banking customers on their financial needs by understanding their profile and recommending appropriate products and services.

    • IndusInd Bank

      Apr 2016 - Feb 2019

      • Managed CrossSell Channel for Mumbai location with the team of 9 Exclusive Relationship Managers.• Primary job responsibility is to accomplish channel sales objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling and disciplining team members; communicating job expectations; planning, monitoring, appraising, and reviewing job contributions; planning and reviewing compensation actions; enforcing policies and procedures.• Maintains and expands customer base by counseling relationship managers; building and maintaining rapport with key customers; identifying new customer opportunities. Show less

      • City Head- Client Engagement Manager Channel

        Aug 2017 - Feb 2019
      • Team Lead- Exclusive RM

        Apr 2016 - Jul 2017
    • Kotak Private

      Feb 2019 - now
      Director- Client Relations

      Private Banker

  • Licenses & Certifications

    • Kotak Mahindra Bank: Kotak Private Edge 2.0

      Harvard Business Publishing Corporate Learning
      Jan 2023
      View certificate certificate