Utpal Joshi
Private Banking - Sr Investment Advisor @ICICI Bank
Mumbai, MH, IN
EMAILS
MOBILE NUMBERS
+91 *********19
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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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