Vikrant Parmar
Vice President at Hsbc
Based in Mumbai, India
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Seniority
Vp
Department
General Business & Management
Location
Mumbai
Industry
Financial Services
Company size
193K
Contact information
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v•••••••@hsbc.com
Phone
5 credits+91 ••• •••• ••••
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Background
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
Decision-makers
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