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Devarshi Trivedi is listed as AVP at IndusInd Bank Limited, a company with 10 employees, based in Ahmedabad, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Devarshi Trivedi.
Devarshi Trivedi previously worked as Senior Manager at Tata Capital and Branch Manager at Icici Securities. Devarshi Trivedi holds Master Of Computer Applications - Mca, Computer Programming from L. J. College Of Computer Application.
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With a robust background in wealth management and new business development, my expertise lies in expanding product portfolios and fostering client relationships. At IndusInd Bank Limited, our team is dedicated to offering a comprehensive suite of financial products, from mutual funds to alternative investment funds, tailored to meet the diverse needs of both NRI and resident Indian clients. Our mission resonates with my personal commitment to integrity, client-centric solutions, and sustainable growth that aligns with the organization's vision.In my current role as AVP, I have honed my skills in cross-selling a varied product basket, including mutual funds, insurance, and investment vehicles like PMS and AIF. With a proven track record at Tata Capital, I managed the portfolios of over 350 high-net-worth individuals, an experience that has equipped me with deep insights into client engagement and satisfaction. These experiences have bolstered my capabilities in wealth management, fostering an environment that values teamwork and results-driven strategies.
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India
I am responsible forCross sell of Product basket which includes 1. Mutual Funds 2. Life Insurance 3. General Insurance 4. Bonds 5. Forward Contract 6. Credit Cards7. PMS8. AIF We are currently working on hybrid modal where we are acquiring NRI clients and Resident Indian clients…
Ahmedabad, Gujarat, India
Doing wealth management and Handling Portfolio of 250+ customer specially HNI and UHNI
Ahmedabad, Gujarat, India
Job ProfileTeam role where I was responsible for P&L of the branch along with team building and business development.Major products were Direct Equity Mutual Funds General Insurance Life Insurance Alternative Investment FundsPortfolio Management ServicesAsset (HL LAP LAS)
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Devarshi Trivedi works for IndusInd Bank Limited.
Devarshi Trivedi is listed as AVP at IndusInd Bank Limited.
Devarshi Trivedi is based in Ahmedabad, Gujarat, India while working with IndusInd Bank Limited.
Devarshi Trivedi has worked for Indusind Bank Limited, Tata Capital, Icici Securities, Yes Bank, and Bajaj Finserv.
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Devarshi Trivedi holds Master Of Computer Applications - Mca, Computer Programming from L. J. College Of Computer Application.
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