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Deepak R. Bherwani

Deepak R. Bherwani

Financial Planning Manager

Followers of Deepak R. Bherwani222 followers
location of Deepak R. BherwaniJodhpur, Rajasthan, India

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  • Timeline

  • About me

    Vice President - Cluster Head at IDFC First Bank, M.B.A with 15 years of experience - Branch Banking & Customer Services

  • Education

    • Mohanlal Sukhadia University

      -
      Master of Business Administration - MBA Finance, General

  • Experience

    • HSBC Retail Banking and Wealth Management

      Mar 2008 - Mar 2010
      Financial Planning Manager

      Acquisition of new Wealth Clients & deepening of existing relationships.Generating revenues to the company through HNI Sales.Responsible for achieving sales & service targets.Maintaining the existing clients and increasing market size and awareness through presentation and seminars at regular intervals.Developing MIS reports with respect to the activities undertaken.Promoted as an Financial Planning Manager in 2009Business Development and Marketing.Relationship Management and Client servicing.MIS and Documentations.Audit. Show less

    • Kotak Mahindra Bank

      Mar 2010 - Mar 2018
      Branch Head

    • IDFC FIRST Bank

      Mar 2018 - now
      Cluster Head - Branch Banking Rajasthan

      Cluster Head - Retail Branch Banking, in term of branch distribution, managing more than 5 branches across Rajasthan Cluster -2 with more than 150 employeesHandling CASA Book of approx. 650 crores INRManaging New Client Acquisition, Liability, Secured and Unsecured Asset, Fee, Insurance, Wealth, Trade Forex Business across Domestic, NR, Affluent, Government Banking segment.Client Experience, Regulatory and Internal Audit and Compliance

  • Licenses & Certifications

    • AMFI Certified

      National Securities Depository Limited (NSDL)

    • IRDA

      Insurance Regulatory Authority