
Vivek Verma
Sales Officer

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Skills
Retail bankingPortfolio managementBankingCross sellingTeam managementWealth managementLoansBranch bankingFinancial riskFinancial servicesManagementCredit cardsCreditTrade financeSalesRelationship managementMisCredit riskCore bankingCommercial bankingRisk managementAbout me
Banking professional with over thirteen years of experience in Banking and Financial Services industry. Currently heading the Wealth Business for the region and have hands on experience in Branch Banking.
Education

Allahabad Agricultural Institute
1998 - 2002B.sc AgricultureActivities and Societies: Teacher- Night School for Child Labourers (Non Formal Education Centre)

PSG Institute of Management
2002 - 2004Masters - International Business (Collaboration with Indian Institute of Foreign Trade- New Delhi) International BusinessActivities and Societies: PLACEMENT CO-ORDINATOR INTERNATIONAL BUSINESS

Indian Institute of Management, Lucknow
2019 - 2019Advanced Program in Leadership for Business Excellence Business Strategy
Experience

ABN AMRO Bank N.V.
Feb 2004 - Aug 2004Sales Officer
MetLife
Aug 2004 - Aug 2005Sales ManagerResponsible to recruit , train and build a team of quality Financial Advisors and to ensure achievement of Business Targets (New Premium Income, Persistency of the Policies, Advisor's activation etc)

HSBC
Sept 2005 - May 2010I managed the portfolio of the HNI customers ( residents & NRI) of the branch and my role was to provide them financial solutions based on the periodic Personal Financial reveiew. Handled the Credit Cards DSA and DST in Chennai market. My role was to guide the Channel Partners on recruitment , training, motivation and retention of sales persons and also to implement plans to enhance sales effectiveness with focus on sales activity,quality and productivity. I managed a sales team of over 150 people. Handled the Credit Cards and Personal Loan sales through DSAs & DSTs in Trivandrum Market.
Wealth Manager
Dec 2008 - May 2010Relationship Manager- Credit Cards
Jun 2007 - Dec 2008Relationship Manager - Credit cards & Personal Loans
Sept 2005 - Jun 2007

Dhanlaxmi Bank Limited
May 2010 - Jun 2012Branch ManagerAs a Branch Head I was responsible for P&L , Audit and Compliance.

IndusInd Bank
Jun 2012 - nowHead the Team of Investments Counselors to drive Mutual Funds, PMS and Alternate business for the East Zone ( West Bengal, North East, Bihar, Jharkhand, Orissa and Chattisgarh) Handled the Wealth RM Channel and Investments business for Bihar & Jharkhand Region Worked in the role for Branch Head of Durgapur(W.B) and Hazaribagh(Jharkhand) Branch and was responsible for complete P&L , Audit and Compliance of the Branch.
Zonal Wealth Head- West 1
Sept 2020 - nowHead Investments- East Zone
Jan 2020 - Sept 2020Regional Wealth Manager
Aug 2015 - Jan 2020Branch Manager
Jun 2012 - Aug 2015
Licenses & Certifications

CAIIB
Indian Institute of Banking and FinanceJul 2014
Currency Derrivatives Certification Exam
National Institute of Securities MarketsJun 2013
IRDA
IRDAMay 2013.webp)
NISM series VA
National Institute of Securities Markets (NISM)Aug 2008.webp)
NISM Series XXI A - Portfolio Management Services
National Institute of Securities Markets (NISM)Apr 2023
Volunteer Experience
Teacher
Issued by Non formal Education Centre - Allahabad on Apr 2001
Associated with Vivek Verma
Languages
- enEnglish
- hiHindi
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