Sidharth Tripathi Email & Phone Number

Hyderabad Area, India

Nurturing, growing and strengthening relationship within the Affluent and HNI segment of customers in order to meet business objectives. Cross selling a range of Investment products to these customers in order to meet their financial planning objectives and thus attaining the revenue objectives of Wealth Management business. Focusing on increasing the Total Relationship Value (TRV) and Assets under Management (AUM) of customers as per the business objectives. Presenting and executing adequate financial portfolio for the mapped clients with a periodic detailed portfolio reviews

New Delhi Area, India

Managing Relationship with Advance Clients and generating revenue for the bank through sales of third party financial products like Mutual Funds, Real estate products, Insurance products, Home Loan, Personal Loan, Credit card and Forex. Provide services with the objective of proper financial planning review and taking asset allocation decisions for clients on the basis of such review. Managing off shore clients in aiding them with investments in India and also manage offshore investments of such clients. Making presentations to customers & managing client’s interactions.

New Delhi Area, India

Managing key stock broker and institutions Relationships.Consultation with clients regarding new products, trading platform functionalities and market access solutions.Provide front-end support for clients in relation to their daily trading activity, liaising with Market Surveillance, IT and Post-Trade divisions to ensure market efficiency. Liaison with different PSU Companies and Government Trusts for their stock exchange related requirements.Assisting in marketing and promotional activities and creating awareness of capital market through regular seminars/awareness programmes. Represent the organization in key events and also facilitating tie ups with various associations and councils

Hyderabad

Advising High Net worth Individuals on their personal finance and portfolio management. Undertaking investment advisory discipline that incorporates financial planning and financial services. Providing high net worth individuals and families with tailored retail banking services, estate planning, legal resources and investment management, with the goal of sustaining and growing long-term wealth.

Doctor Of Philosophy - Phd, Marketing

Master Of Business Administration (Mba), Marketing

Activities and Societies: Business Plan, Case studies, Debates.