Vikrant Parmar
Vice President And Premier Relationship Manager at HSBC
- Role
- Vice President at HSBC
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Vikrant Parmar
An astute professional with an impressive 10 years of banking experience in sales, client relationship management and investment portfolio management • Monitoring, Facilitating, Managing and Acquisition of HNI Customer • Ensuring the highest levels of service to the HNI customer. • Achieving the Business targets assigned in terms cross selling (Mutual Funds,Insurance and equity brokerage etc), enhancing and upgrading the HNI relationships • Managing the customer’s investment portfolio (review and rebalance) as when required. • To increase the mutual fund and insurance penetration in the own managed customer’s portfolio. • Doing need based selling by doing proper Customer Profiling i.e. Conservative, Aggressive and Moderate • Advising the Priority customers about new product whenever introduced • Following Proper Process for need based selling to the customer
Experience
Vice President
Jul 2021 — Present · Mumbai, IN
Education
University of Jammu
Bachelor of Commerce - BCom
Indian Institute of Management, Lucknow
Advanced Management Programme
2018 — 2019
Maharashtra Institute of Technology
Master of Business Administration (M.B.A.)
1998 — 2000
Savitribai Phule Pune University
Master of Business Administration - MBA
1998 — 2000
Skills
- Portfolio Management
- Business Strategy
- Banking
- Mutual Funds
- Team Management
- Relationship Management
- Investments
- Cross Selling
- Business Development
- Equities
- Credit Risk
- Strategy
- Retail Banking
- Management
- Vendor Management
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