Vipin Kaushik

Experience

• 

  ONEST SOLUTIONS PRIVATE LIMITED

  Jun 2007 - Oct 2011

  Web Designer
• 

  Religare Broking Ltd

  Jan 2011 - Jun 2013

  Relationship Manager

  Identifying possible sales opportunities and generate new business for the company.Use data to look for trends and problems and analyze communications, contracts and negotiations.Worked closely with customer -facing staff to help them better understand client's needs.Organized training,planned maintainence and other services to help clients to get better & more efficeient use from products or services.

• 

  HDFC Bank

  Jul 2013 - Jan 2021

  Relationship Manager

  Developed Financial operating plans to project Profit and loss of a Product.Maintain key customer relations with internal Business partners and vendor representatives.Establishing a formal Marketing plan for new products and services.Monitoring the life-cycle of each product.

• 

  3k Investment Partners LLP

  Nov 2019 - now

  Actively minimize portfolio risk through optimizing end to end business models, systems, policies, and regulatory changes.Strong analytical skills and experience in data analysis.Understand client's financial needs.Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them to reach their financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Show less

  • Relationship Manager

    Jan 2021 - now

  • Relationship Manager

    Nov 2019 - now
• 

  Ujjivan Small Finance Bank

  May 2023 - now

  Senior Manager