Vidhu Mehta
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Vidhu Mehta Email & Phone Number

Head - Wealth Management and CASA Sales at SVC Bank
Location: Mumbai, Maharashtra, India 12 work roles 6 schools
1 work email found @hdfcbank.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Role
Head - Wealth Management and CASA Sales
Location
Mumbai, Maharashtra, India
Company size

Who is Vidhu Mehta? Overview

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Quick answer

Vidhu Mehta is listed as Head - Wealth Management and CASA Sales at SVC Bank, a with 1077 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at hdfcbank.com and a matched LinkedIn profile for Vidhu Mehta.

Vidhu Mehta previously worked as Head & DGM- Wealth Management and CASA Sales at Svc Bank and Head & AGM- Wealth Management at Svc Bank. Vidhu Mehta holds Blue Ocean Strategy from Insead.

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Email format at SVC Bank

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{first}.{last}@hdfcbank.com
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Profile bio

About Vidhu Mehta

A dynamic professional with more than 15 years of  extensive experience in BFSI sector managing Third-party products, Bancassurance, Product management, Channel management, Vendor management, Certification and training, Online Business and Team Management.Hands on experience in charting out marketing strategies and contributing towards enhancing business volumes and growth.Competent in implementing effective solutions to the business needs, with an aim to increase revenue and profitability of an organization.An effective communicator with good presentation, negotiation, relationship and leadership skills.Have strong commercial awareness and financial management skills.Ability to lead, develop and motivate teams.Ability to appropriately challenge conflicting priorities and facilitate solutionsDisciplined with proven abilities to manage multiple assignments efficientlySystematic and organized with quick adaptability to changing trends and processes.

Listed skills include Competitive Analysis, Team Management, Business Development, Management, and 19 others.

Current workplace

Vidhu Mehta's current company

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SVC Bank
Svc Bank
Head - Wealth Management and CASA Sales
Mumbai, MH, IN
Website
Employees
1077
AeroLeads page
12 roles

Vidhu Mehta work experience

A career timeline built from the work history available for this profile.

Head - Wealth Management And Casa Sales

Mumbai, Mh, In

Head & Dgm- Wealth Management And Casa Sales

Current

Mumbai, Maharashtra, India

Dec 2024 - Present

Head & Agm- Wealth Management

Mumbai, Maharashtra, India

Oct 2023 - Nov 2024

Assistant Vice President - General And Health Insurance

Mumbai, Maharashtra, India

Partner Management & Business Development ▪ Identifying business opportunities across channels.▪ Developing products and digital sales journeys in liaison with Insurer product team.▪ Periodic reviews with business teams and insurance partners for Business development.▪ Budgeting annual projections at broad channel level▪ Meeting/strategizing and supporting units through vendor support, driving process efficiencies, resource trainings, enabling product re-call through multiple NLI partners.▪ Conceptualize, launch, and track team building & lead generation activities to scale business. Product Management & IRDAI Certification ▪ Introducing new products to be distributed through bank channels.▪ Ensuring the sales journey for solicitation and process are robust on regulatory guidelines.▪ Facilitating various system development at bank and partner end.▪ Driving IRDAI certification for Non-Life Insurance▪ Additionally responsible for TRPs & RFQ process implementation and promoting CIEL-HDFC Bank Health Insurance Certification across channels.

Jun 2020 - Oct 2023

Product Manager - Non-Life Insurance Analytics & Campaigns

Mumbai, Maharashtra, India

Oct 2018 - Jun 2020

Regional Product Manager- Third Party Products

Jaipur, Rajasthan, India

Sep 2016 - Sep 2018

Senior Manager - Products & Online Business

Mumbai, Maharashtra, India

• Responsible for driving business from online and mobile platforms• Increase ULCs (Unique Logged In) & UTCs (Unique Trading) by working aggressively on various customer segments and increase customer engagement. a. Launch and run offers & campaigns to increase UTCs and thereby increasing revenueb. Send out various product related communication using digital channel to promote online trading• Dissemination of product information by creating videos and presentations with vendor support.• Capability building for equity at branches by continuous training on existing and new products.• Data crunching and analytics to identify low hanging fruits and assigning data to different teams for quick execution.• Manage a team of 10 Product professionals and drive business through multiple mediums to achieve business performance.• Lead marketing and digital initiatives to scale business and enhance user experience.

Aug 2015 - Aug 2016

Senior Regional Manager

Mumbai, Maharashtra, India

# Primary Responsible for driving revenue through existing distribution channels including ICICIdirect Branches, Sub-brokers, and Alternate channels. Lead a team of 181 Relationship Managers spread across 36 branches.Business Development# Formulating and implementing business plans for achievement of organizational goal in terms of revenue and profitability targets.# Developing sales plans and value added solutions designed to assure achievement of agreed to volume and profit objectives.# Environmental scanning, conceptualizing, effectuating marketing-oriented Business Plans with an eye on penetrating new accounts and expanding existing ones for a range of suitable financial productsTeam Management# Planning, monitoring and achieving overall targets on a weekly & monthly basis to meet delivery requirements# Maintaining good rapport with the team members & Channel Partners# Engaging, equipping and leading all Channel partners & team members with appropriate training, tools and strategy development.

Apr 2013 - Aug 2015

Regional Manager - Product Advisory Group (Distribution Channel)

Mumbai, Maharashtra, India

Roles and Responsibilities: 1. Plan and organize fee based Investor Education Programs based on Equity and Derivatives Market in Mumbai and Gujarat regions . 2. Primary Responsible for driving sales of Investor Education Programs through existing distribution channels. 3. Partially responsible for driving corporate sales of Professional Certification and Development Programs through a tie-up with graduate and post-graduate colleges, corporate and other BFSI institutions. 4. Identify and tie-up with experts in financial products (faculty) for content delivery of Investor Education Programs. 5. Owner of the P&L Statement for Mumbai and Gujarat region's Investor Education Programs.

Jun 2011 - Mar 2013

Assistant Manager - Marketing & Business Development

Mumbai, Maharashtra, India

Responsibilities: Business Development:- To identify, solicit and develop new Education Providers for CFP certification across India.- Exploration and development of new revenue channels and strategic tie-ups for new initiatives.Event Management:- Sponsorship development for the events and workshops.- Organize, Manage and participate in Workshops, Seminars and HR Summit on Financial Planning and Literacy. Digital Marketing:- Social Network promotions including Forums, groups and websites such as LinkedIn, Twitter, Facebook, Brijj, Too Step, etc.- Designing and running regular campaigns for sales promotion - Development and execution of Email promotions and viral marketing.

Jan 2009 - Jun 2011

Founder

Vidhu Tutorials

Kota Area, India

Vidhu Tutorials was initially started as a specialized Home Tutor providing firm right after I passed my High School for imparting knowledge to K-12 students and was registered as a proprietary firm in year 2004. It was my first entry entrepreneurial world. I also started a Career Guidance Cell for intermediate level students to help them take decision in selecting an optimal career path . Further charted out various marketing and branding strategies to increase enrollment in the classes and looked after the overall operations of the institute. We also participated in education fairs, and organized quiz competitions and made presentation pitches to schools to strengthen our market share. Further I developed a website named www.vidhututorials.com for providing better services and support to the enrolled students.We had started with a decent seed capital of INR 15000/- and clocked a revenue of INR 6 Lacs in the third year with 80 registered students and five teachers on board.

May 2004 - Apr 2009

Summer Internship - International Business Division

Noida Area, India

Market Study and Analysis on Switchgears for HAVELLS India Ltd. in Middle East countriesRole: Competitive Analysis, Data collection on local manufacturers- their products in domestic and GCC market, Various Quality certifications requirements, feasibility of Exports, Export procedures, promotional campaigns, Tabulation of the data and preliminary analysis, prospective client search, Documentation procedures, pricing policies of respective products.

May 2008 - Jun 2008
Team & coworkers

Colleagues at SVC Bank

Other employees you can reach at svcbank.com. View company contacts for 1077 employees →

6 education records

Vidhu Mehta education

Bsc, Physics

University Of Kota - India

High School, Science, Maths

Modern Senior Secondary School Kota
FAQ

Frequently asked questions about Vidhu Mehta

Quick answers generated from the profile data available on this page.

What company does Vidhu Mehta work for?

Vidhu Mehta works for SVC Bank.

What is Vidhu Mehta's role at SVC Bank?

Vidhu Mehta is listed as Head - Wealth Management and CASA Sales at SVC Bank.

What is Vidhu Mehta's email address?

AeroLeads has found 1 work email signal at @hdfcbank.com for Vidhu Mehta at SVC Bank.

Where is Vidhu Mehta based?

Vidhu Mehta is based in Mumbai, Maharashtra, India while working with SVC Bank.

What companies has Vidhu Mehta worked for?

Vidhu Mehta has worked for Svc Bank, Hdfc Bank, Religare Broking Ltd, Icici Securities, and Financial Planning Standards Board Ltd..

Who are Vidhu Mehta's colleagues at SVC Bank?

Vidhu Mehta's colleagues at SVC Bank include Anup Shenoy, Sachin Patil, Sourabh Sambranikar, Sandesh Kamble, and Anirudhha Ravishankar Rao.

How can I contact Vidhu Mehta?

You can use AeroLeads to view verified contact signals for Vidhu Mehta at SVC Bank, including work email, phone, and LinkedIn data when available.

What schools did Vidhu Mehta attend?

Vidhu Mehta holds Blue Ocean Strategy from Insead.

What skills is Vidhu Mehta known for?

Vidhu Mehta is listed with skills including Competitive Analysis, Team Management, Business Development, Management, Online Marketing, Strategy, Leadership, and Digital Marketing.

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