Vivek Gupta

Officer- Operations

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Gurugram, Haryana, India

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Timeline
About me
Private Banker at ICICI Securities Private Wealth Management
Education
- Indian Institute of Banking & Finance
  -
  Pursuing JAIIB from IIBF
- Modern School kaithal
  -
- IFBI (Institute of Finance, Banking and Insurance, New Delhi
  2006 - 2007
  PGDBO (Post Graduate Diploma in Banking Operations) Banking and Financial Support Services
  Studied about the Banking Operations & Functions and Financial Products by theoretical and practical training.
- Kurukshetra University
  2001 - 2004
  B.Com. (Bachelor of Commerce) B.Com
  Grads in B.Com which includes Financial Accounting, Economics, Company law , Business Law etc.
Experience
- ICICI Bank
  Jul 2007 - Aug 2012
  Officer- Operations
  * Handling branch operations i.e. Cash receipts; payments; DD/MC issuance; entry of gold sales; and other registers upholding etc.* Handling front desk on rotational basis which includes client's general queries; a/c statements; fixed deposit receipts; and dormant account activation etc.* Generating leads for cross-selling Liability, Asset and TPP products etc.
- IndusInd Bank
  Sept 2012 - Jun 2015
  Customer Service Manager
  Customer Service Manager ( Personal Banker - Sales )
- ICICIdirect
  Dec 2016 - Apr 2020
  Premier Wealth Manager
  Wealth Management for HNI's including MF, PMS, Equity, Govt. Bonds, Corp FD's, NPS, Property buying, Insurance ( General & Life ) etc.
- ICICIdirect
  Apr 2022 - now
  Private Banker
Licenses & Certifications
- AMFI (Association of Mutual Fund in India)
- IRDA (Insurance Regulatory Development Authority)
- NCDO (Certificate in Depository Operations)
Honors & Awards
- Awarded to Vivek Gupta
  “Hall of Fame” Regional Head Aug 2009 Achieved highest 'CASA Float'
Volunteer Experience
- Volunteer
  Issued by Help Age India Engineers
  Associated with Vivek Gupta