Vishal Agarwal Email and Phone Number
I have close to 13 years of organizational experience in Distribution management, Relationship Management Portfolio Management and Operations Management.I am Passionate about channel management and have successfully handled assignments in Private Banking, Distribution house (PCG) and AMCs...I have Adept in managing & leading teams for running successful process operations & experience of developing procedures, service standards for business excellence.Last 13 Years in the Corporate world has helped me in developing additional skills like Product Training and Motivational lectures.I have been Successful in exceeding company's expectation in all my assignment,have been rewarded with "Very Good" rating in all the appraisal i have gone through so far.Looking forward for a more challenging assignment.
Edelweiss Asset Management Limited
View- Website:
- edelweissmf.com
- Employees:
- 341
-
Senior Vice President And Regional Head - KarnatakaEdelweiss Asset Management LimitedBengaluru, Ka, In
-
Senior Vice President & Regional Head - KarnatakaEdelweiss Asset Management Limited Sep 2023 - PresentBengaluru, Karnataka, India
-
Senior Vice President & Regional Head - West Bengal & North EastEdelweiss Asset Management Limited Apr 2023 - Aug 2023Kolkata, West Bengal, India
-
Vice President & Regional Head - West BengalEdelweiss Asset Management Limited Apr 2021 - May 2023Kolkata, West Bengal, India
-
Deputy Vice President & Regional Head - West BengalEdelweiss Asset Management Limited Aug 2018 - Apr 2021Kolkata, West Bengal, India
-
Assistant Vice PresidentDsp Blackrock Mutual Fund Sep 2016 - Aug 2018Kolkata Area, IndiaHandling the Banking Segment. -
Area ManagerNippon India Mutual Fund Dec 2012 - Aug 2016Mumbai, Maharashtra, IndiaResponsible for Wealth channels like IIFL W , Centrum , MOSL W and ND Retail like NJ etc…Also managed IFAs of south Mumbai. -
Senior ManagerUti Mutual Fund Aug 2011 - Nov 2012Panaji,Goa• Handled more than 15 BANKS of PSU and Private Banking Channel.• AUM of more than 50 Crores.• Managing Training and Knowledge sharing with all the partners and existing clients.• Handling a team of 2 Relationship Executives.• Nominated and satisfactorily executed the work of Regional (west) MIS co-ordinator.• Activated more than 7 banks ( 27 branches) in a span of 15 months -
Deputy ManagerKotak Securities Aug 2010 - Aug 2011Kolkata Area, India• HNI Client acquisition with a ticket size of more than 5 Lacs.• Responsible for the training and development of the newly joined management trainees• Continuously among the top 50 performing employees pan India.• Products: Mutual funds, Demat, Trading, Commodities, PMS, Non linked debentures.• Assisting clients in preparing the financial plan and the ways to accomplish.• Handling portfolio worth 3 Crores. -
Relationship Manager (Financial Planner)Microsec Capital Limited Jul 2009 - Aug 2010Kolkata Area, India• Client servicing• Client acquisition• Revenue generation through Mutual funds,PMS.Insurance(life & Nonlife)• Knowledge updation.• Real estate -
Personal BankerHdfc Bank Apr 2007 - Nov 2008Kolkata Area, India• Product range covers: Mutual Funds, Life Insurance, General Insurance, Current and Savings Accounts, Demat Accounts etc.• Acted as a Branch operation manager.• Responsible for the branch reporting, branch CASA&FD increment.• Demat.(takes care of the entire branch demat a/c known as demat branch champ)• Handled portfolio of more than 1 Cr• Managing the branch reconciliation/audit • Vault and Debit Card Pin Custodian.• Addressing cash management/remittance and expert in regional bill processing -
InternIcici Bank Feb 2006 - Sep 2006Kolkata Area, India Financial Consultant Financial planning of the Branch walk-in’s Training and motivating the subordinates to achieve the given targets.
Vishal Agarwal Skills
Vishal Agarwal Education Details
-
Isb&MA -
Symbiosis College Of Arts&CommerceA+
-
Guru Nanak Public SchoolCity Topper With 88% Marks.
Frequently Asked Questions about Vishal Agarwal
What company does Vishal Agarwal work for?
Vishal Agarwal works for Edelweiss Asset Management Limited
What is Vishal Agarwal's role at the current company?
Vishal Agarwal's current role is Senior Vice President and Regional Head - Karnataka.
What schools did Vishal Agarwal attend?
Vishal Agarwal attended Isb&m, Symbiosis College Of Arts&commerce, Guru Nanak Public School.
What are some of Vishal Agarwal's interests?
Vishal Agarwal has interest in Photography, Calligraphy, Badminton, Volleyball.
What skills is Vishal Agarwal known for?
Vishal Agarwal has skills like Management, Equities, Portfolio Management, Capital Markets, Mutual Funds, Mis, Leadership, Investments, Asset Management, Banking, Financial Planning, Negotiation.
Who are Vishal Agarwal's colleagues?
Vishal Agarwal's colleagues are Atul Shukla, Amit Kumar Singh, Vaibhav Chogale, Chirag Jain, Regina Pinto, Riddhi Kishnadwala, Priyanka Das.
Not the Vishal Agarwal you were looking for?
-
-
Vishal Agarwal
Bengaluru -
Vishal Agarwal
New Delhi -
2hotmail.com, samsung.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial