Udit Verma
Associate Vice President - Client Relations HNI
- Role
- Associate Vice President - Client Relations Hni at Kotak Private
- Location
- New Delhi, IN
- LinkedIn followers
- 500 followers
About Udit Verma
Experienced Wealth Management professional with 13 years of expertise in managing…
Experience
Associate Vice President - Client Relations Hni
May 2021 — Present · New Delhi, IN
Client Relationship Management: Develop and maintain strong relationships with HNWIs and their families, understanding their financial goals and providing customized banking solutions.• Wealth Management Advisory: Collaborate with investment, credit, and estate planning specialists to offer holistic financial advice, including investment portfolios, structured lending, and trust services.• Portfolio Growth: Identify opportunities to expand the client base through referrals, networking, and strategic partnerships.• Risk & Compliance: Ensure adherence to regulatory and compliance requirements while maintaining the highest standards of integrity and confidentiality.• Market & Industry Insights: Stay updated on financial markets, economic trends, and banking innovations to offer informed advice to clients.
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