Mayank Pandey
Banker
Bangalore
Summary
Versatile Senior Manager specializing in Wealth Management and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
12
12
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Senior Manager
HDFC Bank
09.2022 - Current
- Promoted a culture of continuous learning through regular workshops, seminars, and training sessions for staff.
- Utilized data-driven insights to make informed decisions that resulted in higher returns on investments.
- Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.
- Set aggressive self-targets to drive company success and strengthen motivation.
- Worked well in a team setting, providing support and guidance.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Excellent communication skills, both verbal and written.
- Provided professional services and support in a dynamic work environment.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Provided strong leadership to enhance team productivity and morale.
- Increased customer satisfaction with timely project deliveries and seamless communication.
- Demonstrated exceptional adaptability in navigating complex situations or rapidly changing environments with ease.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Private Banker
ICICI Securities
6 2016 - 08.2022
- Advice clients on Capital market investments, Risk management and Credit sourcing
- Gather knowledge about Investment world debug myths about various asset class
- Communicate with clients to understand their needs
- Orchestrate strategies and customize recommendation of products for investment
- Strengthened organization asset base and amplify growth
- Coordinated operations team and helped solve problems during client complaints
- Operated and refined investment tools like Goal planner, Smart profiler , Intelligent advisory
- Review clients existing portfolio , advise modifications , and followup on implementation basis Risk appetite , Investment horizon and return expectations
- Managed 326 clients , 92 active HNI's and a book of 180 Crores INR.
Portfolio Analyst
Capital Aim
11.2014 - 05.2016
- Advise clients on Direct equity investments
- Structure and write Options in derivative market for investor
- Customize investment plans , Explore hedging opportunities and assess risk-reward ratio for traders
- Explore undervalue opportunities for client base
- Analyze the technical charts and track trends of equities
- Act as bridge between client and organisation thereby ensuring high SL A levels and compliance norms
- Spearheaded company's manpower planning , overhauled hiring process and streamlined training process .
Capital Markets Analyst
Northern Trust
03.2012 - 10.2014
- Audit clients accounting and submit financial data
- Spearheaded financial planning and analysis support to Northern trust's North America clients
- Completes formal Monthly/Quarterly/Annually reconciliation and statutory variance report for custodian banker
- Assist in the compilation and preparation of presentations , spreadsheets and variance reports for Investment manager and custodian banker
- Mange workload,volunteer for additional work,prioritize task,encourage good work practice,manage time well and handle information flow
- Work closely with business to develop,recommend and establish strategies,plans,and process to improve operations and end user delight
- Aid in developing models and macros for ease of reconciliations and audit
- Works closely with all levels of management to ensure integrity in the financial reporting function assist management t make the proper informed decision
- Manage key performance indicators for operations that facilitate and measure improved performance.
Education
Post Graduate Diploma in Business Management + Masters in Business Administration -
ENTREPRENEURSHIP DEVELOPMENT INSTITUTE OF INDIA + PONDICHERRY UNIVERSITY
Bangalore, Karnataka 07.2010 - 05.2012
Bachelor of Pharmacy - undefined
Rajiv Gandhi University of Health Sciences Karnataka
Bangalore, Karnataka 09.2005 - 05.2010
Competent Communicator - undefined
Toastmasters International
Bangalore, Karnataka 08.2010 - 05.2012
Skills
Microsoft Word
Personal Information
- Date of Birth: 03/16/86
- Gender: Male
- Nationality: Indian
Certification
NISM 5 A
Timeline
NISM XXI-A
10-2023
Senior Manager
HDFC Bank
09.2022 - Current
NISM 5 A
09-2022
Portfolio Analyst
Capital Aim
11.2014 - 05.2016
Capital Markets Analyst
Northern Trust
03.2012 - 10.2014
Competent Communicator - undefined
Toastmasters International
08.2010 - 05.2012
Post Graduate Diploma in Business Management + Masters in Business Administration -
ENTREPRENEURSHIP DEVELOPMENT INSTITUTE OF INDIA + PONDICHERRY UNIVERSITY
07.2010 - 05.2012
Bachelor of Pharmacy - undefined
Rajiv Gandhi University of Health Sciences Karnataka
09.2005 - 05.2010
Private Banker
ICICI Securities
6 2016 - 08.2022
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