Vivek Mathur

About Vivek Mathur

Investment Management Professional | HNI Client Relations | Certified Mutual Fund, PMS and AIF Distributor | IRDA Corporate Agent | B2B2CWith over six years of experience in the investment management and broking industry, I bring a wealth management expertise in developing and managing relationships with Ultra HNI, HNI, and retail clients as well as business partners. I specialize in delivering tailored investment solutions, including Equity, Mutual Funds, Structured Products, PMS, AIFs, Bonds, NCDs, IPO Financing, and various insurance services. My deep understanding of market trends, coupled with proficient technical and fundamental knowledge, allows me to address the unique investment needs of my clients, ensuring their goals are met with optimum risk management.I am dedicated to providing exceptional service by leveraging financial acumen, maintaining strict adherence to policies, and exceeding sales targets through personalized, results-driven strategies. My strengths lie in portfolio analysis, client profiling, and delivering market updates, all while ensuring client satisfaction through additional value-added services.Certified as a Mutual Fund, PMS & AIF Distributor (Cat- II) and IRDA Corporate Agent, I am also equipped with a BSE Certification, positioning me to offer comprehensive distribution cum advisory services that align with client’s investment goals.

Experience

1. Manager (Franchisee)

   Kotak Neo

   Mar 2022 — Present · Jaipur, IN

Education

• Jaipuria Institute of Management

  PGDM

  2017 — 2019