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Vishal Madhyan, Priority Relationship Manager

Vishal Madhyan

Priority Relationship Manager·Kotak Mahindra Bank

United Arab Emirates

Master's degree, Finance

Work experience

Total years of experience: 22 years, 4 months

Priority Relationship Manager

December 2023 - November 2024

Kotak Mahindra Bank

Mumbai, India

December 2023 - November 2024

Managed the portfolios of HNW clients. Established strong professional relationships and
advised on investments in Mutual Funds, PMS, AIF, Fixed Income, Assets and
Liabilities. Conducted comprehensive financial analysis of client portfolios, including
assessing risk tolerance, investment objectives and asset allocation strategies. Organized and
assisted in conducting investor meets to update clients on markets, economy and investment
opportunities.
Company industry:
Banking
Job role:
Banking

Relationshi p Manager - Priority Banki ng

December 2023 - November 2024

Kotak Mahindra Bank

Mumbai, India

December 2023 - November 2024

Managed the portfolios of HNW clients. Established strong professional relationships and
advised on investments in Mutual Funds, PMS, AIF, Fixed Income, Assets and
Liabilities. Conducted comprehensive financial analysis of client portfolios, including
assessing risk tolerance, investment objectives and asset allocation strategies. Organized and
assisted in conducting investor meets to update clients on markets, economy and investment
opportunities.
Company industry:
Banking

Relationship Manager

December 2019 - September 2023

Icici Bank

Mumbai, India

December 2019 - September 2023

Establishing Relationships with clients and advising on investments across products including mutual funds, pms, aif, real estate and bonds.
Company industry:
Banking
Job role:
Banking

Relationshi p Manager

December 2019 - January 2023

ICICI Bank Ltd

Mumbai, India

December 2019 - January 2023

Assisted clients in opening salary accounts, cross sell credit cards, and assets.
Presented employee banking in corporate induction and generated leads for new
accounts. I took a break in 2022 due to fathers health issues. Worked as a Wealth
RM Establishing Relationships and advising on investments. Enhancing wallet share across
products including mf, pms, aif, ulip and deposits.
Company industry:
Banking

Real Estate Sales Agent

February 2016 - November 2019

Freelancer

Mumbai, India

February 2016 - November 2019

Acquiring clients through various channels including cold calling, digital marketing, listing on websites like magicbricks, 99acres and olx for secondary market and off plan properties.
Company industry:
Real Estate
Job role:
Sales

Platinum Portfolio Advisor

January 2018 - January 2019

Angel Broking Ltd

Mumbai, India

January 2018 - January 2019

Advised clients on equity investments and assisted them on building model portfolios basis
risk profile. Executed buy/sell trade orders on the system. Periodically reviewed and
strategically restructured, re-balanced and churned portfolio. Updated clients about stocks,
domestic & international financial markets & economy.
Company industry:
Financial Services

Manager Investment

January 2016 - December 2016

ICICI Securities Ltd

Mumbai, India

January 2016 - December 2016

Managed the portfolio of clients, advised them on investing in mutual funds and pms basis
goals, expected returns and risk appetite. Restructured, re-balanced portfolio to keep it aligned
with the objectives. Assisted in organizing and conducting events including Investor meets,
Corporate Activity & AMCS New Fund Offer.
Company industry:
Financial Services

Sales Team Leader

May 2014 - January 2016

Meghmalhar Consulting Private Limited

Mumbai, India

May 2014 - January 2016

Managed a team of direct sales and telesales executives, trained and mentored them to
achieve sales targets for mutual funds insurance and demat acs. Advised HNW clients on
investments in mutual funds, pms & Insurance
Company industry:
Investment, Securities & Funds
Job role:
Finance and Investment

Team Leader

January 2014 - January 2016

Meghmalhar Consulting Pvt Ltd

Mumbai, India

January 2014 - January 2016

Managed a team of direct sales and telesales executives, trained and mentored them to
achieve sales targets for mutual funds insurance and demat acs. Advised HNW clients on
investments in mutual funds, pms & Insurance.
Company industry:
Financial Services

Senior Sales Officer

September 2012 - December 2013

Credit Link Mkt Mgt & NBAD

Dubai, United Arab Emirates

September 2012 - December 2013

Achieved set individual targets in terms of building assets and liabilities of the bank, delivered
excellent service therby achieving 90% client satisfaction. Maintained record of existing and
new customers, followed up on their requirements and marketing new products to the
customers.
Company industry:
Banking
Job role:
Banking

Senior Sales Officer

January 2012 - December 2013

Credit Lin k Mkt Mgt & NBAD (tasc outsou rci ng)

Dubai, United Arab Emirates

January 2012 - December 2013

Achieved set individual targets in terms of building assets and liabilities of the bank, delivered
excellent service thereby achieving 90% client satisfaction. Maintained records of existing and
new customers, followed up on their requirements upsell/cross new products to the
customers.
Company industry:
Banking

Sales Officer

July 2008 - December 2011

United Arab Bank

Dubai, United Arab Emirates

July 2008 - December 2011

Interfaced with the customers and prospects in order to support a systematic identification of
their needs. Developed proactive and advisory driven sales of full range of products and
services which the bank offers. Attended the branch walk-in customers, assisted them with
their requirements. Maintained and updated monthly sales forecast report and mis report.
Company industry:
Banking
Job role:
Banking

Insurance Advisor

January 2002 - January 2008

LIC and GIC

Mumbai, India

January 2002 - January 2008

Acquired clients for life and health insurance by multiple sources including cold calls, personal
data and references on a freelance basis.
Company industry:
Insurance & TPA

Education

Prin. L. N. Welingkar Institute Of Management Development And Research

December 2018

December 2018

Master's degree, Finance

India

GPA (rating): Excellent

GPA (rating): Excellent

distinction

Welingkar's Institute of Management

December 2018

December 2018

High school or equivalent, FINANCE MANAGEM

India

University of Mumbai

June 2002

June 2002

Bachelor's degree, Accounting

India

Skills

GOAL ORIENTED
Intermediate
GOAL ORIENTED
Intermediate
BUSINESS ACUMEN
Intermediate
BUSINESS ACUMEN
Intermediate
CRITICAL THINKING
Intermediate
CRITICAL THINKING
Intermediate
BANKING
Intermediate
BANKING
Intermediate
INSURANCE POLICIES
Intermediate
INSURANCE POLICIES
Intermediate
PROFESSIONALISM
Intermediate
PROFESSIONALISM
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
CROSS FUNCTIONAL COLLABORATION
Intermediate
EMPLOYEE ONBOARDING
Intermediate
EMPLOYEE ONBOARDING
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate
PROJECT MANAGEMENT SOFTWARE
Intermediate
PROJECT MANAGEMENT SOFTWARE
Intermediate

Languages

English
Expert
Hindi
Native Speaker
Arabic
Beginner
Marathi
Beginner
Punjabi
Beginner

Training and Certifications

Certifications
Regulator Certification
MS Office Certification

Hobbies

  • Cooking, playing cricket
    Highest closure in GI under GI Fest sep in ICICI BANK. Early Bird month on month to onboad Private Banking clients and first one in the team, recognized and applauded in ICICI BANK.