Vivek Giddu

Experience

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  Franklin Templeton India

  Sept 2003 - Mar 2005

  Financial Advisor

  •Responsible for promotional activities at distributor’s end like Banks, Brokers – Incentivizing intermediaries (through package deals, specialised fee structures and relationships) to place Franklin Templeton’s funds•Presenting to Bank’s management on Franklin Templeton’s product range and to their clients (high net worth individuals, families) on how the funds match their investment objectives(in some cases, building awareness on mutual funds and their offerings)•Sep 2003 – Feb 2004 : Financial advisor for India Infoline Distribution Co Ltd (the biggest private distributor of Franklin Templeton products in India) Show less

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  ICICI Bank UK PLc

  Jan 2008 - Dec 2016

  Business Development Manager

  •Consolidate and grow the market share of ICICI Bank UK PLc in the organized Non-Personal market, in order to achieve the budgeted targets for the business•Identify & Develop new channel to grow the Non-Personal Business•Managing Trade finance requirement for the SME clients in terms of Letter of Credit, Bill discounting and Cash-flow lending•Preparing a credit risk appraisal report with a comprehensive analysis after assessing the business model and financial leverage of the client adhering with the bank’s policies•Liaison with Treasury for Forex deal booking for the business customers•Acquiring New To Bank Businesses liasion with Business Networking Events, Chamber of Commerce, Brokers, Professional networks (accountants, Solicitors, Agents)•Part of the turnkey team, laid down the branch facilities, facilitated branding and appearance planning of branch premises, managed recruitment of front office staff. Show less

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  Raag InfoTech Ltd

  Jan 2017 - Dec 2017

  Senior Manager

  Help Corporates and businesses to incorporate in Offshore locations.Facilitate opening the Bank accounts for Corporates and businesses at offshore locations.Provide them with Online banking facility along with the debit and credit card facilities.Liaison with professionals for identifying the needs of Efficient tax planning structures for their clients.Assist the businesses for their Forex requirements from the Offshore locations.Assist the businesses and Corporates for designing and preparing the business plan for availing the Bank accounts Offshore. Show less

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  ShreeWiz Consultants Limited

  Nov 2017 - now

  Managing Director

  • Assist Small & Medium businesses to incorporate in the UK & Tax-efficient locations• Facilitate opening the Bank accounts for Small & Medium businesses in the UK & at Tax-efficient locations• Assist the businesses in their Forex requirements for payments & receipts• Provide Trade finance products such as Letter of credits (issuance and Negotiations/Discounting's)• Provide merchant banking solutions for the businesses across the globe as a referral partner • Provide ECB lending service to the businesses in India with the help of Trustee bank and Legal council• Partner with various Financial institutions and non-financial institution to service their products for our clients Show less