VK

Viki K

Private Banking I Wealth and Asset Management I Ideation I Business development I Sales I Consulting I Investing
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LinkedIn: Viki K.
Location: India
Last updated: 22/05/2023 01:12 AM
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About

Viki K is from India. Viki works in the following industries: "Insurance", "Financial Services", and "Investment Management". In Viki's previous role as a Associate Director & Head - Western Region at White Oak Capital Management, Viki worked in Mumbai, Maharashtra, India until Aug 2021. Prior to joining White Oak Capital Management, Viki was a Vice President and Team Head at ICICI Securities and held the position of Vice President and Team Head at Mumbai, Maharashtra, India. Prior to that, Viki was a Vice President at IIFL Wealth Management Ltd from Jul 2015 to Dec 2018. Viki started working as Associate Vice President at IIFL Wealth Management Ltd in Vadodara Area, India in Jul 2010. From Jan 2006 to Jul 2010, Viki was AVP - Sales & Distribution - HSBC Global Asset Management ( I ) Pvt. Ltd at HSBC, based in India. Prior to that, Viki was a Sales Manager at Aviva India, based in Baroda from Dec 2004 to Jan 2006.

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Viki K's past jobs
Company: White Oak Capital Management
Title: Associate Director & Head - Western Region
Period: Oct 2020 - Aug 2021 (10 months)
Location: Mumbai, Maharashtra, India

Head of Western Region - Wealth and Banking

Company: ICICI Securities
Title: Vice President and Team Head
Period: Dec 2018 - Sep 2020 (1 year, 9 months)
Location: Mumbai, Maharashtra, India
Company: IIFL Wealth Management Ltd
Title: Vice President
Period: Jul 2015 - Dec 2018 (3 years, 5 months)

INVESTMENT ADVISORY, CLIENT RELATIONS AND BUSINESS DEVELOPEMENT • Solicitation of investment Advisory products, curated specially for Ultra High Net-worth clients based in India and for people of Indian origin domiciled abroad, through IIFL Wealth’s India Practice. • Advising clients on India centric investment ideas based on careful study of their risk appetite & return objectives. • Following a focused approach to engage with and solicit Ultra High Net-worth Individual, Institutional & Family Office clients based out of various geographies in India.

Company: IIFL Wealth Management Ltd
Title: Associate Vice President
Period: Jul 2010 - Jun 2015 (4 years, 11 months)
Location: Vadodara Area, India

Investment Advisory, Business Development and Sales of investment products to Private Clients(HNI, Institutional & Family Office clients).

Company: HSBC
Title: AVP - Sales & Distribution - HSBC Global Asset Management ( I ) Pvt. Ltd
Period: Jan 2006 - Jul 2010 (4 years, 6 months)
Location: India

• Managed South Gujarat Region for sales & distribution of mutual fund products through Channel Partners; Retail Banking Institutions, Financial Advisors & Financial advisory companies, across HSBC India’s offerings of Mutual Funds & Portfolio Management Services. • Ensuring smooth functioning of Branch by adherence to defined operational processes & guidelines and keeping branch spends within budgeted and provisioned estimates. • Building, nurturing & maintaining cordial business relationship with Institutional clientele.

Company: Aviva India
Title: Sales Manager
Period: Dec 2004 - Jan 2006 (1 year, 1 month)
Location: Baroda
Viki K's education
Apeejay School Kolkata
Cornell University
Executive Program in Management
Cornell University
Executive Program in Management
2021 - 2021
Indira Gandhi National Open University
Post Graduate Diploma in Intellectual Property Rights
2017 - 2018
The Maharaja Sayajirao University of Baroda
Bachelor's Degree
Cambridge Judge Business School
Tansformational Leadership
2018 - 2018
Viki K's top skills
Sales Management Writing Wealth Management Services Distribution Management Leadership Customer Acquisition Sales & Marketing Mutual Funds Communication Portfolio Management Strategy Wealth Management Investment Strategies Finance Asset Allocation Investment Advisory Holistic Financial Planning
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