Vinit Patel

Vinit Patel Email and Phone Number

Consultant - S R Financial || Ex - HDFC Bank @ S R Financial
chula vista, california, united states
Vinit Patel's Location
Ahmedabad, Gujarat, India, India
About Vinit Patel

MBA graduate from Nirma University with 5 years of work experience. As a consultant at S R Financial, I drive financial success for individuals and businesses, while honing my expertise in Marketing, Relationship Management, Strategy, Team Work & Sales. Former Deputy Manager at HDFC Bank, shaping the Retail Portfolio for HNW & SME Customers. Committed to empowering clients and teams to thrive in the ever-evolving financial landscape.

Vinit Patel's Current Company Details
S R Financial

S R Financial

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Consultant - S R Financial || Ex - HDFC Bank
chula vista, california, united states
Website:
srfinancialservices.com
Employees:
4
Vinit Patel Work Experience Details
  • S R Financial
    Consultant
    S R Financial Oct 2021 - Present
    Ahmedabad, Gujarat, India
    * Responsible for managing the business* Responsible for acquiring new business & growing business of existing client base. Also train and lead team for acquiring new business* Look after day-to-day working of the firm.
    View
  • Hdfc Bank
    Deputy Manager
    Hdfc Bank Jul 2019 - Sep 2021
    Ahmedabad, Gujarat, India
    * Handled Portfolio of 175+ SME & HNI Clients and Liability Book Size of ~24 cr* Achieved year-on-year Portfolio Income targets assigned by the organization* Won Liability and TPP contests year-on-year
    View
  • Hdfc Bank
    Management Trainee
    Hdfc Bank Jul 2018 - Jun 2019
    Ahmedabad, Gujarat, India
    * Handled Portfolio of 120+ SME & HNI Clients and Liability Book Size of ~11 cr* Penetration of Asset Products & Cross -Selling of Liability Products across Portfolio* Acquisition of new SME & HNI Clients through market scoping & research
    View
  • Karvy Stock Broking
    Intern
    Karvy Stock Broking Apr 2017 - Jun 2017
    * Worked as a part of client acquisition team pertaining to Demat Account, Mutual Funds, SIPs and IPOs.* Worked as a part of portfolio designing team and prepared the report on performance of various mutual fund schemes
    View

Vinit Patel Education Details

Frequently Asked Questions about Vinit Patel

What company does Vinit Patel work for?

Vinit Patel works for S R Financial

What is Vinit Patel's role at the current company?

Vinit Patel's current role is Consultant - S R Financial || Ex - HDFC Bank.

What schools did Vinit Patel attend?

Vinit Patel attended Institute Of Management, Nirma University, S. M. Patel Institute Of Commerce.

Who are Vinit Patel's colleagues?

Vinit Patel's colleagues are My Info Robinson, Ajeet Hooda.

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