Vijay Soni Email and Phone Number
Vijay Soni work email
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A Banking professional with over 15 years experience in managing business development in retail banking & wealth management segment encompassing Sales, Customer Relationship management, New product development, profitability management and man management.Currently working with Sharekhan by BNP Paribas as Regional Head - Investment Solutions, Delhi NCR and UPHave worked with Yes Bank as Cluster Leader - Yes First and Wealth Management Have worked as Branch Manager with HDFC Bank, handled a Branch size of 100 Cr+Have worked with Royal Bank of Scotland as Van Gogh Preferred Banking Relationship Manager Have also worked with Standard Chartered Bank as Priority Banking Relationship Manager servicing and xselling to HNI and ultra HNI Customers. Worked as Sales Manager - for Personal Loans as well. A keen implementer with demonstrated abilities in execution of process improvement streamlining business processes of Domestic clients. Possess clear understanding of technology trends with the distinction of instituting new practices to achieve business excellence. Proven ability and talent for analyzing problems , developing & simplifying procedures to manage client relationships An effective communicator with excellent relationship building & interpersonal skills. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail oriented attitude.Always interested in seeking assignments involving Team Management, Product Development with organization of repute SpecialtiesMan Management, HNI Acquisition, Sales outbound unit head, Innovation, creativity, wealth management,developing profitable relationships with high-net worth individuals
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Regional Head - Investment Solutions At Sharekhan By Bnp ParibasSharekhanDelhi, Dl, In -
Regional Head - Investment Solutions At Sharekhan By Bnp ParibasSharekhan Nov 2018 - PresentDelhi Area, India -
Regional Head Investment SolutionsSharekhan Dec 2018 - PresentDelhi Ncr, Up & PunjabResponsible for the sale and distribution of Mutual Funds and other investment products, such as PMS, Bonds, Structures, Alternatives. -
Cluster Relationship Leader - Wealth ManagementYes Bank Nov 2017 - Nov 2018DelhiHeading Yes Bank West Delhi Cluster's Wealth Business.Heading team of 10 Financial and Senior Financial AdvisersResponsible for the sale and distribution of Mutual Funds, Life insurance and other investment products, such as PMS, Bonds, Structures, Alternatives. -
Avp -Branch Business LeaderYes Bank Mar 2015 - Nov 2017Delhi -
Branch ManagerHdfc Bank Jul 2013 - Feb 2015New Delhi Area, IndiaOverall In charge of Retail Branch Banking, Business, operations and managing branch teams.Building long-term relationship with Customers and working on for retention & acquisition of customers.
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Relationship ManagerRbs Global Banking & Markets Feb 2012 - Jun 2013Gurgaon, India-Acquiring and maintaining client relationships using the wealth platform -Advising Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients -Track the Ultra HNI segment in the market for new client acquisition -To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios -Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes - To coordinate with product and research team for taking investment decision for the clients - To conduct and assist in organizing seminars, workshops and other business development activities - To prepare the MIS reports in the specified formats -
Priority Banking Relationship ManagerStandard Chartered Bank Oct 2008 - Nov 2010Jaipur Area, India•To manage the relationship and acquire clients with the networth ranging from 25 Lakhs to 5 Crores on the complete portfolio ranging from Investments, Forex, Loans, Mortgages and other banking services•Part of the New Acquisition/Relationship management team of the bank. Key Focus on acquisition of HNI new to the Bank relationships month on month •Build and deepen relationships with HNI Customers to achieve increase in share of wallet and revenues by crossing selling Insurance, Mutual Funds, Mortgage and Credit Cards.•Assessing the market size & share, sales promotional activities to meet short term and long term goals of bank.•Achieving allocated business targets, ensuring high quality customer service by being the First point of resolution for all service queries of customers. •Assuring compliance with Sales process, internal and external guidelines and minimal comments in audits and other inspections. •Meeting and advising clients regarding Shares, Mutual Funds, Portfolio schemes and Public Issues by critical analysis of various factors like risk appetite, timing horizon etc.•Managing their portfolio to the best of my ability.•Realization of deals to retain and enhance advisory relationship with existing clients.•Implementing competent strategies for boosting business with a view to penetrate HNI accounts and expanding existing ones for meeting pre-determined business objectives and targets. -
Sales Manager- Personal LoansStandard Chartered Bank 2004 - 2008New Delhi Area, India & JaipurResponsible for driving revenue numbers through the sale of loan products to Retail customers in theDelhi and NCR region.• Developing Channel Partners in terms of DSA’s & Referral partners.• Ensuring that the key controls standards for Sales Force Performance monitoring are met.• Recruitment, Training, Development & Management of field force through performance indicators and jobappraisals.• Working closely with CAU (Credit authorizing unit) and CLPU to ensure quality and timely deliverance ofservice to customers.• FPD – Driving sub 1% FPD in terms of volume (Nos.) for all cases booked in a month.• Un-encashed Payorders -- Ensure sub 1% un-encashed pay orders (greater than 30 days) in terms ofvolume (Nos.) for all cases booked in a month.• Maintenance of regular reports and MIS for the Delhi Centre.• Embedding principles of Sales Governance in the Sales Value chain
Vijay Soni Skills
Vijay Soni Education Details
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Fintech & Blockchain -
NimsMarketing -
Kv JaipurBiology/Biological Sciences, General
Frequently Asked Questions about Vijay Soni
What company does Vijay Soni work for?
Vijay Soni works for Sharekhan
What is Vijay Soni's role at the current company?
Vijay Soni's current role is Regional Head - Investment Solutions at Sharekhan by BNP Paribas.
What is Vijay Soni's email address?
Vijay Soni's email address is vi****@****bank.in
What schools did Vijay Soni attend?
Vijay Soni attended Spjimr Sp Jain Institute Of Management & Research, Nims, Kv Jaipur.
What skills is Vijay Soni known for?
Vijay Soni has skills like Sales Management, High Net Worth Individuals, Wealth Management, Personal Loans, Portfolio Management, Mutual Funds, Investments, Strategic Financial Planning, Equities, Cross Selling, Team Leadership, Mortgage Lending.
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