Vice President - Wealth Management
Current
Sep 2022 - Present
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Vivek Agarwal Email & Phone Number
Vice President - Wealth Management at SMC Private wealth
at
SMC Private Wealth
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✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Vice President - Wealth Management at SMC Private wealth
Location
Delhi, India, India
Company size
Who is Vivek Agarwal? Overview
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Quick answer
Vivek Agarwal is listed as Vice President - Wealth Management at SMC Private wealth at SMC Private Wealth, a company with 15 employees, based in Delhi, India, India. AeroLeads shows a matched LinkedIn profile for Vivek Agarwal.
Vivek Agarwal previously worked as Vice President - Wealth Management at Smc Private Wealth and Assistant Vice President - Corporate & HNI Acquisition, Private Wealth at Icici Securities. Vivek Agarwal holds Post Graduate Diploma In Planning And Entrepreneurship, Finance & Marketing from Indian Institute Of Planning And Management.
Company email context
Email format at SMC Private Wealth
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SMC Private Wealth
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Profile bio
About Vivek Agarwal
I am accomplished professional delivering 18 years of career success in Private Wealth Management, Portfolio Management Services, Corporate & HNI Acquisition, Profit Centre Operations, Process Management, Financial Literacy, Professional Training vertical in the Banking and Financial Services domain. My dexterity lies in managing all phases of profit centre operations, with in-depth exposure to revenue maximisation and business expansion in highly competitive environment. Demonstrated excellence in cementing healthy business relation with the clients by achieving the performance parameters & quality services while remaining focused on achieving higher customer satisfaction.Over the time, I have proved my excellence in managerial activities entailing rendering guidance, planning, scheduling tasks, holding discussions with different functions and management for analysis. Track record in steering business activities through distribution channel, direct sales team, RM & branch network, referral associates, business partners & alliances.
Listed skills include Team Management, Market Research, Business Development, Strategic Planning, and 11 others.
Current workplace
Vivek Agarwal's current company
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Smc Private Wealth
3 roles
Vivek Agarwal work experience
A career timeline built from the work history available for this profile.
Assistant Vice President - Corporate & Hni Acquisition, Private Wealth
Ensuring superior experience for current & prospective customers with PWM outfit through various Investment products and financial planning. Leading HNI client acquisition functions through Digital Campaigns, Referral Partners and Knowledge Sessions with Corporates & Private Wealth RM networks.Coordinating with existing & new clients for cross selling &.
May 2011 - Aug 2022
General Manager - Business Development
Blb Limited (Bifm)
Drove organisational sales by formulating the business plan encompassing sales, revenue andexpense control. Conducted market research, surveys and analyses to increase market share. Managed overall business planning, marketing strategy, contracts, revenue management, resources & financial planning, promotional campaigning, merchandising and reporting. Led.
Mar 2005 - Apr 2011
Team & coworkers
Colleagues at SMC Private Wealth
Other employees you can reach at smcprivatewealth.com. View company contacts for 15 employees →
PS
Parvati Soudh
Colleague at Smc Private WealthWashim, India, India
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NS
Neelu Singh
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
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AD
Aseem Dwivedi
Colleague at Smc Private WealthMumbai Metropolitan Region, India
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HS
Hansraj Shukla
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
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YK
Yogesh Kumar
Colleague at Smc Private WealthNew Delhi, Delhi, India, India
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NJ
Niraj Jha
Colleague at Smc Private WealthDelhi, India, India
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RJ
Rohit Jain
Colleague at Smc Private WealthDelhi, India, India
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SR
Shrishti Rohatgi
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
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Parvati Soudh
Colleague at Smc Private WealthWashim, India, India
View →
NS
Neelu Singh
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
View →
AD
Aseem Dwivedi
Colleague at Smc Private WealthMumbai Metropolitan Region, India
View →
HS
Hansraj Shukla
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
View →
YK
Yogesh Kumar
Colleague at Smc Private WealthNew Delhi, Delhi, India, India
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NJ
Niraj Jha
Colleague at Smc Private WealthDelhi, India, India
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RJ
Rohit Jain
Colleague at Smc Private WealthDelhi, India, India
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SR
Shrishti Rohatgi
Colleague at Smc Private WealthMumbai, Maharashtra, India, India
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2 education records
Vivek Agarwal education
Post Graduate Diploma In Planning And Entrepreneurship, Finance & Marketing
B.E., Mechanical Engineering
FAQ
Frequently asked questions about Vivek Agarwal
Quick answers generated from the profile data available on this page.
What company does Vivek Agarwal work for?
Vivek Agarwal works for SMC Private Wealth.
What is Vivek Agarwal's role at SMC Private Wealth?
Vivek Agarwal is listed as Vice President - Wealth Management at SMC Private wealth at SMC Private Wealth.
Where is Vivek Agarwal based?
Vivek Agarwal is based in Delhi, India, India while working with SMC Private Wealth.
What companies has Vivek Agarwal worked for?
Vivek Agarwal has worked for Smc Private Wealth, Icici Securities, and Blb Limited (Bifm).
Who are Vivek Agarwal's colleagues at SMC Private Wealth?
Vivek Agarwal's colleagues at SMC Private Wealth include Parvati Soudh, Neelu Singh, Aseem Dwivedi, Hansraj Shukla, and Yogesh Kumar.
How can I contact Vivek Agarwal?
You can use AeroLeads to view verified contact signals for Vivek Agarwal at SMC Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Vivek Agarwal attend?
Vivek Agarwal holds Post Graduate Diploma In Planning And Entrepreneurship, Finance & Marketing from Indian Institute Of Planning And Management.
What skills is Vivek Agarwal known for?
Vivek Agarwal is listed with skills including Team Management, Market Research, Business Development, Strategic Planning, New Business Development, Entrepreneurship, Banking, and Business Planning.
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