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Kunwar Vishal, Independent Wealth Portfolio Manager

Kunwar Vishal

Independent Wealth Portfolio Manager·Self employed

India

Bachelor's degree, Computer Science

Work experience

Total years of experience: 10 years, 3 months

Independent Wealth Portfolio Manager

August 2025 - Present

Self employed

Delhi, India •Hybrid

August 2025 - Present

•
Drive new client acquisition through referral networks, relationship building, and consultative financial planning.
Company industry:
Investment, Securities & Funds

Wealth Manager

August 2024 - Present

Yes Bank

Ranchi, India

I found this job using Bayt.com

August 2024 - Present

Managing HNI and Ultra HNI customer portfolio and cross selling bank based products according to need
Company industry:
Banking
Job role:
Accounting and Auditing

Affluent Relationship Manager

May 2025 - June 2026

Axis Bank

Gurgaon, India

May 2025 - June 2026

Managed a high-value portfolio of HNI customers, comprehensively driving penetration and cross-selling across
•
banking, investment, insurance, and liability products.
Company industry:
Banking
Job role:
Management

Yes First Wealth Relationship Manager

August 2024 - June 2026

Yes Bank

Ranchi, India

August 2024 - June 2026

•
Services (PMS), and tailored structured products aligned perfectly with client risk profiles.
Boosted overall client retention rates through institutionalizing periodic portfolio reviews and maintaining
Company industry:
Banking

Wealth & Trade Relationship Manager

May 2023 - June 2026

ICICI Bank

Ranchi, India

May 2023 - June 2026

•
Pitched, negotiated, and closed complex, high-ticket investment vehicles including specialized mutual funds,
bonds, and structured insurance plans while consistently overachieving assigned monthly revenue metrics.
Company industry:
Banking

Bancassurance Manager

August 2022 - June 2026

HDFC Life Insurance Co. Ltd.

Delhi, India

August 2022 - June 2026

•
Maintained an optimized and highly disciplined sales pipeline through rigorous daily follow-ups, precise CRM
lead tracking, and continuous relationship-led conversion efforts.
Company industry:
Insurance & TPA
Job role:
Sales

Senior Financial Service Manager

August 2018 - June 2026

ICICI Prudential Life Insurance Co. Ltd.

Ranchi, India

August 2018 - June 2026

Successfully brokered and deployed comprehensive insurance solutions through the key ICICI Bank channel
•
partner, seamlessly bridging retail wealth management with structural risk protection.
Company industry:
Insurance & TPA
Job role:
Sales

Executive

September 2014 - December 2016

Concentrix

Gurgaon, India

September 2014 - December 2016

• prompt dispute-resolution, and elevated customer satisfaction marks.
Honed advanced active-listening, objection-handling, and interpersonal relationship dynamics that served as a
foundational pillar for subsequent career growth in high-value wealth sales.
Company industry:
Call Centers & Customer Care Outsourcing
Job role:
Management

Education

University Of Delhi

June 2015

June 2015

Bachelor's degree, Computer Science

India

GPA (percentage): 66%

GPA (percentage): 66%

View attachment

University Of Delhi

June 2015

June 2015

Bachelor's degree, Computer Science

India

GPA (percentage): 66%

GPA (percentage): 66%

View attachment

Skills

Wealth Management
Expert
Wealth Management
Expert
Portfolio Management
Expert
Portfolio Management
Expert
Sales
Expert
Sales
Expert
Marketing
Expert
Marketing
Expert

Languages

English

Expert

Hindi

Native Speaker

Hobbies and interests

Watching Movies