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Dhaval Trivedi is listed as Private Wealth Management Specialist at Quant Partners, based in Ahmedabad, Gujarat, India. AeroLeads shows a work email signal at yahoo.co.in and a matched LinkedIn profile for Dhaval Trivedi.
Dhaval Trivedi previously worked as Sr Relationship Manager at Bank Of Baroda and Non-Resident Indian Wealth Manager at Kotak Mahindra Bank. Dhaval Trivedi holds Post Graduate In Business Management, Finance And Financial Management Services from Liverpool John Moores University.
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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.
Listed skills include Financial Structuring, Financial Controlling, Financial Modeling, Finance, and 13 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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
Ahmedabad
Payroll, Handling petty cash, File Management
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Dhaval Trivedi works for Quant Partners.
Dhaval Trivedi is listed as Private Wealth Management Specialist at Quant Partners.
AeroLeads has found 1 work email signal at @yahoo.co.in for Dhaval Trivedi at Quant Partners.
Dhaval Trivedi is based in Ahmedabad, Gujarat, India while working with Quant Partners.
Dhaval Trivedi has worked for Quant Partners, Bank Of Baroda, Kotak Mahindra Bank, Icici Bank, and Hdfc Securities.
You can use AeroLeads to view verified contact signals for Dhaval Trivedi at Quant Partners, including work email, phone, and LinkedIn data when available.
Dhaval Trivedi holds Post Graduate In Business Management, Finance And Financial Management Services from Liverpool John Moores University.
Dhaval Trivedi is listed with skills including Financial Structuring, Financial Controlling, Financial Modeling, Finance, Financial Accounting, Financial Reporting, Risk Management, and Training.
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