Hiteshwar Panwar
Assistant Vice President- Wealth @State Bank of India
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WORK HISTORY
Assistant Vice President- Wealth @State Bank of India
Haridwar, IN
As an AVP – Wealth at SBI Wealth, I am responsible for providing comprehensive wealth management solutions to High Net-Worth Individuals (HNIs) and Ultra HNIs. My role focuses on building lasting relationships by offering personalized financial planning and investment advisory services, ensuring optimal portfolio performance and client satisfaction- Managing a portfolio of HNI/UHNI clients with a focus on investment advisory, portfolio management, and financial planning- Offering a range of investment products including mutual funds, insurance, structured products, PMS, bonds, and other market-linked instruments- Conducting regular portfolio reviews and aligning investment strategies with client goals and market trends- Ensuring regulatory compliance and maintaining high standards of client confidentiality and ethical practices- Collaborating with product teams and research analysts to deliver customized solutions tailored to client needs- Driving business growth through client acquisition, relationship deepening, and cross-selling opportunities.
EDUCATION
Quantum Global Campus
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
ABOUT HITESHWAR PANWAR
Seasoned professional with 7 years of diverse experience at the crossroads of IT and the…
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