Utpal Joshi

Utpal Joshi Email and Phone Number

Private banking Sr Investment Advisor @ ICICI Bank
bombay, maharashtra, india
Utpal Joshi's Location
Mumbai Metropolitan Region, India
Utpal Joshi's Contact Details

Utpal Joshi personal email

n/a
About Utpal Joshi

25 Enriched years of multi faceted experience in the field of Retail and Private Banking in multi national & multi cultural spanning across India & Middle East.Have been responsible to work on several startup initiatives which includes setting up of third party products through branches, sales of wealth products to corporates and institutions, Relationship Management Scorecard & Product Management of Direct Banking Channels.Expertise in starting and activating the distribution channel through Branches.Specialties: - Private Banking- Product Management- Branch Banking- Distribution Channel Management- Strategy and Sales

Utpal Joshi's Current Company Details
ICICI Bank

Icici Bank

View
Private banking Sr Investment Advisor
bombay, maharashtra, india
Website:
icicibank.com
Employees:
94588
Utpal Joshi Work Experience Details
  • Icici Bank
    Private Banking - Sr Investment Advisor
    Icici Bank Aug 2012 - Present
    Mumbai Area, India
    Highly customised solutions across larger basket of investment products for ultra HNW with investible surplus of $ 2 millions.Managed larger part of Mumbai coupled with Pune and Madhya Pradesh.Exclusive product offerings which includes unlisted space, structures, AIFs, Direct equities advisory
    View
  • Ing Vysya Bank
    Branch Banking
    Ing Vysya Bank Mar 2011 - Jul 2012
    Mumbai - India
    View
  • Arab National Bank
    Head - Retail Sales ( Treasury Dept)
    Arab National Bank Nov 2008 - Nov 2010
    View
  • Barclays Bank
    Unit Head
    Barclays Bank Jul 2007 - Aug 2008
    View
  • Hdfc Bank Ltd
    Sr Manager
    Hdfc Bank Ltd Sep 1999 - Jun 2007
    View
  • Birla Global Finance Ltd
    Sr Executive
    Birla Global Finance Ltd Apr 1996 - Aug 1999

Utpal Joshi Skills

Branch Banking Product Management Wealth Management Private Banking Retail Banking Cross Selling Relationship Management Portfolio Management Bancassurance Mutual Funds

Utpal Joshi Education Details

Frequently Asked Questions about Utpal Joshi

What company does Utpal Joshi work for?

Utpal Joshi works for Icici Bank

What is Utpal Joshi's role at the current company?

Utpal Joshi's current role is Private banking Sr Investment Advisor.

What is Utpal Joshi's email address?

Utpal Joshi's email address is ut****@****o.co.in

What schools did Utpal Joshi attend?

Utpal Joshi attended University Of Mumbai, St Thomas High School. Goregaon, Mumbai, University Of Mumbai.

What skills is Utpal Joshi known for?

Utpal Joshi has skills like Branch Banking, Product Management, Wealth Management, Private Banking, Retail Banking, Cross Selling, Relationship Management, Portfolio Management, Bancassurance, Mutual Funds.

Who are Utpal Joshi's colleagues?

Utpal Joshi's colleagues are Shafaq Shaikh, Avinash Mokal, Sagar Kabadi, Bhavya Jain, Bhupesh Gupta, Anil Kathare, Mohd Mehboob.

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