Vivek Kandpal
Founder at SRI Wealth Management- Claim this Profile
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Ankita Thukral
How do you spell H E R O, well that’s very easy: Vivek Kandpal !!! Vivek has become a HUGE inspiration of mine over the years for his astute knowledge of the industry, an advocate for the consumer and to do what is right at all times; a man with a great sense of humor even during turbulent times, a true leader and incredible man of integrity not only in business but with obvious love for already has the essential characteristics: smart and analytic, fast and responsive, intelligent risk taking, focus. He applies those essential characteristics to every company he works with. Finally, and not least, he’s also a pleasure to work with.
Ankita Thukral
How do you spell H E R O, well that’s very easy: Vivek Kandpal !!! Vivek has become a HUGE inspiration of mine over the years for his astute knowledge of the industry, an advocate for the consumer and to do what is right at all times; a man with a great sense of humor even during turbulent times, a true leader and incredible man of integrity not only in business but with obvious love for already has the essential characteristics: smart and analytic, fast and responsive, intelligent risk taking, focus. He applies those essential characteristics to every company he works with. Finally, and not least, he’s also a pleasure to work with.
Ankita Thukral
How do you spell H E R O, well that’s very easy: Vivek Kandpal !!! Vivek has become a HUGE inspiration of mine over the years for his astute knowledge of the industry, an advocate for the consumer and to do what is right at all times; a man with a great sense of humor even during turbulent times, a true leader and incredible man of integrity not only in business but with obvious love for already has the essential characteristics: smart and analytic, fast and responsive, intelligent risk taking, focus. He applies those essential characteristics to every company he works with. Finally, and not least, he’s also a pleasure to work with.
Ankita Thukral
How do you spell H E R O, well that’s very easy: Vivek Kandpal !!! Vivek has become a HUGE inspiration of mine over the years for his astute knowledge of the industry, an advocate for the consumer and to do what is right at all times; a man with a great sense of humor even during turbulent times, a true leader and incredible man of integrity not only in business but with obvious love for already has the essential characteristics: smart and analytic, fast and responsive, intelligent risk taking, focus. He applies those essential characteristics to every company he works with. Finally, and not least, he’s also a pleasure to work with.
Credentials
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Certified Financial Planner (CFP)
Financial Planning Standards Board Ltd.Jun, 2020- Nov, 2024 -
AMFI V-A
Association of Mutual Funds in India.May, 2021- Nov, 2024 -
Certified Insurance Consultant License (Life & Health), Individual
Insurance Regulatory and Development AuthorityMay, 2020- Nov, 2024 -
FRENCH LANGUAGE (PRIMARY) CERTIFICATION.
GERMAN LENGUAGE (PRIMARY) CERTIFICATION
Experience
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SRÍ Wealth Management
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India
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Financial Services
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1 - 100 Employee
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Founder
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Jun 2020 - Present
End to End Investment and Financial Restructuring for UHNI / HNI / Govt. client. End to End Investment and Financial Restructuring for UHNI / HNI / Govt. client.
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Associate Director - Legal & Finance (India)
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Aug 2020 - Present
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HDFC Bank
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India
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Banking
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700 & Above Employee
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Preferrd Relationship Manager - Premium Banking
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Nov 2016 - Jun 2020
Responsibilities handled:√ Govt. Business Accounts / MOD | Indian Army Relationship ( Personal / Institutional Accounts)√ Enhancement of the relationship by cross-selling products and services as per the profile & need of the HNI and Top Govt. Accounts including Indian Army Unit / Canteen (High Value Churning) accounts.√ Dealing with MOD (Ministry of Defence) and Indian Army key Decision Makers For Product and Service Enhancement in existing Relationship and Defence Salary Accounts Segment.√Deepening the size of the relationship / Retention of the Govt. Accounts and providing the best possible services and being the dedicated point of contact for these customer's So that -#HDFC Bank is the primary banker for these Preferred relationships#Maximum share of wallet of these customers is with HDFC Bank.
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Religare Broking Ltd
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India
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Financial Services
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700 & Above Employee
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Sr. Manager - Investment
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Jan 2015 - Nov 2016
Responsibilities handled:√ investment solutions through financial planning and Investment Advisory.√ Intracting with Ultra HNI / NRI / Institutional Investors for Value Enhancement in portfolio.√ Proactive measures to be implemented for getting a larger share of the investment portfolio. √ Generate high revenues for the organization through various channels.* Business Development & sales for Equities/ Commodities / Currency and MF.* Advising clients on movements of stocks and portfolio planning.* Portfolio Management / Investment Advisory* Maintaining a high level of cross-sell & revenue Generation Relationship through Investment Products and advisory.
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Kotak Securities
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India
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Capital Markets
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700 & Above Employee
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City Manager – (Broking – Alternate Bank Channel)
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Feb 2013 - Dec 2014
Responsibilities handled:√ Responsible for sourcing & increasing depth in relationships from existing customer base of Indusind Bank customers.√ Responsible to develop business, maximize revenue generation & achieve sales targets.√ Aligned with Bank Branches/Bank sales team/Corporate Salary Team. (Acquisition of 3 in 1/trinity ac (Saving + D-mat + Trading) through bank channel.√ Train & motivate / Build relationship with each & every staff for Product acquisition.√ Handling 5 branch of IndusInd bank ltd. in Old Gurgaon / Manesar Area , (25+ sales officer’s team including Bank sales team, Operation team and Corporate salary team).√ Product Planning / Revenue generation of kotak trading product (Online / Offline) from respective branches.
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American Express
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United States
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Financial Services
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700 & Above Employee
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Sr. Sales & Business Development Manager
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Jul 2011 - Aug 2012
Responsibilities handled:*integral Part of Premium Sales Team North India Region (New Delhi) in India's One of the Top Notch Credit Card Brand Which Includes - Highest Annual Membership Fees / Luxury Life Style / Social Status / Best Reward Point / Luxury Travel / Luxury Hotel Stays and Limit less Card Expence's.* Super Premium Credit card Sales / Ultra HNI / Top Management Client's Acquisition.* Part of Premium Team of Paid Card Category, company products & Services of American Express Banking Corp.
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airtel
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India
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Telecommunications
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700 & Above Employee
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Management Trainee
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May 2011 - Jun 2011
M.B.A. PROJECT ON MARKETING M.B.A. PROJECT ON MARKETING
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Education
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2009 - 2011
Entrepreneurship Development Institute of India
Master of Business Administration - MBA, International Marketing -
2009 - 2011
Entrepreneur Business School (Part Of Rai Business School), Gurgaon, H.R.
Postgraduate Degree, Entrepreneurship/Entrepreneurial Studies -
2006 - 2009
Institute of Management Studies (IMS) Ghaziabad - Business School
Bachelor of Business Administration - BBA, Business Administration and Management, General
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