Utpal Joshi

Private Banking - Sr Investment Advisor @ICICI Bank

Mumbai, MH, IN
MOBILE NUMBERS
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WORK HISTORY

Aug 2012 — Present

Private Banking - Sr Investment Advisor @ICICI Bank

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Mumbai, IN

Highly customised solutions across larger basket of investment products for ultra HNW with investible surplus of $ 2 millions.Managed larger part of Mumbai coupled with Pune and Madhya Pradesh.Exclusive product offerings which includes unlisted space, structures, AIFs, Direct equities advisory

SKILLS

Branch BankingBancassuranceRelationship ManagementRetail BankingPortfolio ManagementMutual FundsCross SellingWealth ManagementPrivate BankingProduct Management

ABOUT UTPAL JOSHI

25 Enriched years of multi faceted experience in the field of Retail and Private Banking…

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Utpal Joshi — Private Banking - Sr Investment Advisor at ICICI Bank in Mumbai, MH, IN | Unifers