Vivek Kumar
Wealth and Trade at ICICI Bank || IIM Jammu MBA’24
- Role
- Manager- Wealth and Trade at ICICI Bank
- Location
- Ranchi, JH, IN
- LinkedIn followers
- 500 followers
Experience
Manager- Wealth and Trade
Mar 2025 — Present · Bengaluru, IN
Handling Ultra-HNI & HNI Affluent-WealthSegment Clients for overall holistic Banking Solutions-Currently handling a broad client base of 350+ clients and overall portfolio of 120cr+. in Bangalore Cluster as a Wealth Manager-Advising clients on a range of investment opportunities for their financial growth, including Portfolio Management and other customized service requirements-Recommending suitable financial products, effectively handling all banking query and end-to-end relationship management of clients, including collaboration of specialized investment services and asset allocation for them, based on their financial goals and risk profiling.
Education
Indian Institute of Management Jammu
Master of Business Administration - MBA
St. Xavier's College, Ranchi
BA, Economics
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