Dhaval Trivedi

Dhaval Trivedi Email and Phone Number

Private Wealth Management Specialist at Quant Partner @ Quant Partners
Dhaval Trivedi's Location
Ahmedabad, Gujarat, India, India
Dhaval Trivedi's Contact Details

Dhaval Trivedi work email

Dhaval Trivedi personal email

n/a
About Dhaval Trivedi

A growth-oriented professional offering over 5 years of a successful career with diverse roles distinguished by commended performance in Retail Banking Operations and Customer Relationship Management. Excellence in building and developing relationship with high net worth customer and generating business in order to growth their portfolio. Skilled in research & recognizing business opportunities that increase profitability, sustain customer base and creates conversions. Highly professional customer service to advice on investment and various banking products.

Dhaval Trivedi's Current Company Details
Quant Partners

Quant Partners

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Private Wealth Management Specialist at Quant Partner
Dhaval Trivedi Work Experience Details
  • Quant Partners
    Private Wealth Management Specialist
    Quant Partners Jun 2019 - Present
    Gandhinagar, Gujarat, India
    Personalised and customised wealth management services. The services offered range from Wealth Management, Investment Banking, Corporate Finance, Advisory,Distribution in areas of Equity, Derivatives, Mutual Fund, Insurance’s, Alternative Investment, Portfolio Management. As a firm we caters to the financial needs of reputed Corporate Groups, Institutions, Foreign Individual Investors.
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  • Bank Of Baroda
    Sr Relationship Manager
    Bank Of Baroda Jul 2018 - Apr 2019
    Ahmedabad Area, India
    Develop existing and new relationships. Market a full range of Wealth Management products and services in a diversified manner to existing and new clients. Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix.Cultivate and manage relationships with other areas of the Bank to promote cross-selling.Ensure product documentation including credit facilities is at all times correct and appropriateMaintain good level of knowledge of the Bank’s systems and regulatory environment.Meet annual goals / budgets set by manager for self.
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  • Kotak Mahindra Bank
    Non-Resident Indian Wealth Manager
    Kotak Mahindra Bank Aug 2017 - Jul 2018
    Ahmedabad Area, India
    Providing services to high net worth NRI customer in managing their investment as well as building relationship with them. Managing portfolio of NRI clients and generating revenue. Acquiring NTB customers into the Bank and providing them with exclusive services. Executing cross-selling of all products of the Bank thereby ensuring that targets assigned are met. Creating new business and maintaining professional relationships with present clients.
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  • Icici Bank
    Relationship Manager
    Icici Bank Aug 2015 - Aug 2017
    Gandhinagar
    • Providing services to HNI, UHNI, and NRI Customer also to manage accounts as well. • Proactively identify sales prospects and do business development activities.• Proactively resolve customer queries/issues in order to achieve highest customer satisfaction.
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  • Hdfc Securities
    Relationship Manager
    Hdfc Securities Feb 2013 - Jul 2015
    Gandhinagar
    Built strong relationships with a wide range of key market participants and with proven ability in customer-facing roles. Comprehensive understanding of current regulatory environment and of the clearing landscape Strong ability to develop Executive and Board-level business case Evaluating participation in the existing portfolio of contracts to drive towards optimum market structures and to maximize volume and revenue Liaising with the Product Development team to solicit customer feedback relating to new product opportunities as well as potential contract revisions to existing products Ensuring the market perspective is properly represented internally, while managing client expectations
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  • Quantasolve Services Private Limited
    Admin Assistant
    Quantasolve Services Private Limited Aug 2009 - Jan 2010
    Ahmedabad
    Payroll, Handling petty cash, File Management
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Dhaval Trivedi Skills

Financial Structuring Financial Controlling Financial Modeling Finance Financial Accounting Financial Reporting Risk Management Training Business Analysis Microsoft Office Portfolio Management Asset Managment Research Powerpoint Presentations Market Research Financial Analysis

Dhaval Trivedi Education Details

Frequently Asked Questions about Dhaval Trivedi

What company does Dhaval Trivedi work for?

Dhaval Trivedi works for Quant Partners

What is Dhaval Trivedi's role at the current company?

Dhaval Trivedi's current role is Private Wealth Management Specialist at Quant Partner.

What is Dhaval Trivedi's email address?

Dhaval Trivedi's email address is dh****@****o.co.in

What schools did Dhaval Trivedi attend?

Dhaval Trivedi attended Liverpool John Moores University, Gujarat University, Hebron Higher Secondary School.

What are some of Dhaval Trivedi's interests?

Dhaval Trivedi has interest in Managing Asset Management, Analysing Research Report, Investing, Having Fun With Friends And Fumily, Dancing Speciallly "garba, Travelling Around, Ridding Bike.

What skills is Dhaval Trivedi known for?

Dhaval Trivedi has skills like Financial Structuring, Financial Controlling, Financial Modeling, Finance, Financial Accounting, Financial Reporting, Risk Management, Training, Business Analysis, Microsoft Office, Portfolio Management, Asset Managment.

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