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Vivek Sharda is listed as Founder & CEO @ VN Capital | Certified Research Analyst at VN Capital, based in Chandigarh, India, India. AeroLeads shows a work email signal at indusind.com and a matched LinkedIn profile for Vivek Sharda.
Vivek Sharda previously worked as Founder & CEO at Vn Capital and Director & Co-Founder at Raksha Group. Vivek Sharda holds Managment Development Programme from Indian Institute Of Management, Calcutta.
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Leading VN Capital as Founder and CEO, my focus is on harnessing fintech innovation to democratize wealth management. With a certification in research analysis, I have spearheaded the introduction of groundbreaking mutual funds, insurance solutions, and P2P lending services, tailored for retail to HNI segments.Our team at VN Capital is committed to integrating new-age technology with top-quality advisory, reflective of my previous role at Raksha Group. There, our collaboration with banking and non-banking partners enabled the successful distribution of diverse financial and real estate products, setting a standard for excellence in financial planning and client servicing.
Listed skills include Equities, Portfolio Management, Cross Selling, Strategic Financial Planning, and 13 others.
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As the CEO of VN Capital, my primary responsibility is to steer the company towards sustainable growth while upholding our ethos: Today, Tomorrow, Together. With over 22 years of experience in financial services, I focus on driving our core strengths—mutual fund advisory, customer experience, research, technology, and accessibility—to deliver exceptional.
Raksha was a platform which gives a complete basket of financial products like, Wealth & Portfolio Management, General & Life insurance, Real-Estate advisory and also takes cares of the Loan related requirements of its customers.Association with multiple banking and Non-banking Companies as partners, financial & real estate products were distributed.
Mumbai (Maharashtra), IN
Worked as a Regional Head- Consumer Banking for Chandigarh Area, managed branches with retail deposits & advances. Core responsibility of delivery sales, client servicing and distribution of financial products/ services through branch network and various channels.Formulation and execution of Region’s Strategy for achieving the assigned budgets for.
Mumbai, Maharashtra, IN
Handled branches across Up-Country Haryana, Chandigarh & Panchkula Area.Ensuring that the branches are fully compliant to the bank’s vision, strategy, processes and policies across branch banking functions of Sales, Operations and Service Delivery.Formulation and execution of Cluster Business Strategy for achieving the assigned budgets for liabilities and.
Branch BankingDrive the branch towards the Liabilities and distribution income targets. Ensure error-free operations with quality customer service delivery. Supervise that all service, compliance and process related parameters are being adhered to as stipulated by the Bank and RBI. Providing Trade and Advances services to business account holders of the.
Mumbai, Maharashtra, IN
Drive two Clusters of the bank towards revenue target by sales of Wealth products (Insurance /Mutual Funds/Structured Products). Identification and recruitment of Relationship Managers for different locations. Training and development of Relationship Managers, Sales & Service staff to facilitate maximum productivity. Coordination with various asset.
Mumbai, Maharashtra, IN
Wealth Management- Acquiring and managing customers by consulting for Financial Planning, Risk Profiling, Asset Allocation and Portfolio Rebalancing etc. Managing portfolio of customers w.r.t. Liabilities, Equity, Debt, Money Market instruments, Mutual Funds, Insurance and structured products (Commodities/Real Estate & Art Funds).Product Launch and.
Mumbai, Maharashtra, IN
Was responsible for Wealth Management of acquired customers by way of Portfolio Management Services, Mutual Funds, Insurance and online trading. Acquisition of new HNI and corporate customers for banking accounts. Generating an assigned revenue for the bank by sales of wealth products and banking accounts.
Mumbai, Maharashtra, IN
During these three years handled various profiles. As an Officer- Branch Banking Operations, wherein was responsible for the operational aspects of day to day branch functioning and depository services. As a Relationship Manager - Private Banking was responsible for acquisition of new to the bank customers, enhancing value in their accounts and sales of.
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Vivek Sharda works for VN Capital.
Vivek Sharda is listed as Founder & CEO @ VN Capital | Certified Research Analyst at VN Capital.
AeroLeads has found 1 work email signal at @indusind.com for Vivek Sharda at VN Capital.
Vivek Sharda is based in Chandigarh, India, India while working with VN Capital.
Vivek Sharda has worked for Vn Capital, Raksha Group, Indusind Bank, Yes Bank, and Dhanalakshmi Bank Ltd.
You can use AeroLeads to view verified contact signals for Vivek Sharda at VN Capital, including work email, phone, and LinkedIn data when available.
Vivek Sharda holds Managment Development Programme from Indian Institute Of Management, Calcutta.
Vivek Sharda is listed with skills including Equities, Portfolio Management, Cross Selling, Strategic Financial Planning, Management, Profit, Banking, and Business Development.
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