Vivek Verma

Vivek Verma

Sales Officer

Followers of Vivek Verma1000 followers
location of Vivek VermaMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Retail banking
    Portfolio management
    Banking
    Cross selling
    Team management
    Wealth management
    Loans
    Branch banking
    Financial risk
    Financial services
    Management
    Credit cards
    Credit
    Trade finance
    Sales
    Relationship management
    Mis
    Credit risk
    Core banking
    Commercial banking
    Risk management
  • About 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 - 2002
      B.sc Agriculture

      Activities and Societies: Teacher- Night School for Child Labourers (Non Formal Education Centre)

    • PSG Institute of Management

      2002 - 2004
      Masters - International Business (Collaboration with Indian Institute of Foreign Trade- New Delhi) International Business

      Activities and Societies: PLACEMENT CO-ORDINATOR INTERNATIONAL BUSINESS

    • Indian Institute of Management, Lucknow

      2019 - 2019
      Advanced Program in Leadership for Business Excellence Business Strategy
  • Experience

    • ABN AMRO Bank N.V.

      Feb 2004 - Aug 2004
      Sales Officer
    • MetLife

      Aug 2004 - Aug 2005
      Sales Manager

      Responsible 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 2010

      I 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 2010
      • Relationship Manager- Credit Cards

        Jun 2007 - Dec 2008
      • Relationship Manager - Credit cards & Personal Loans

        Sept 2005 - Jun 2007
    • Dhanlaxmi Bank Limited

      May 2010 - Jun 2012
      Branch Manager

      As a Branch Head I was responsible for P&L , Audit and Compliance.

    • IndusInd Bank

      Jun 2012 - now

      Head 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 - now
      • Head Investments- East Zone

        Jan 2020 - Sept 2020
      • Regional Wealth Manager

        Aug 2015 - Jan 2020
      • Branch Manager

        Jun 2012 - Aug 2015
  • Licenses & Certifications

    • CAIIB

      Indian Institute of Banking and Finance
      Jul 2014
    • Currency Derrivatives Certification Exam

      National Institute of Securities Markets
      Jun 2013
    • IRDA

      IRDA
      May 2013
    • NISM series VA

      National Institute of Securities Markets (NISM)
      Aug 2008
    • 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
      Non formal Education Centre - AllahabadAssociated with Vivek Verma