ABHIMANYU KUMAR
NEW DELHI
Summary
Experienced professional with a proven track record in financial analysis, risk management, and client relationship building. Adept at financial product offerings, portfolio management and developing financial strategies and driving revenue growth through innovative financial solutions. Demonstrated ability to manage complex financial transactions, operational efficiency, ensure regulatory compliance and deliver exceptional customer service.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Executive Trainee
HDFC BANK
PORT BLAIR
06.2023 - Current
- Cultivated enduring client relationships as a trusted financial consultant, offering tailored solutions to meet client needs.
- Oversaw branch operations by controlling and verifying financial transactions and ensuring adherence to compliance standards.
- Served in credit team responsible for analyzing financial statements and creditworthiness of potential clients.
- Produced and evaluated MIS reports for customer profiling and to drive strategic decision-making for business development.
INTERN
LEADSQUARED
KOLKATA
07.2022 - 08.2022
- Led a thorough market analysis to explore the lead generation processes of LeadSquared's competitors, scrutinizing giants such as Salesforce and Zoho CRM.
- Executed product marketing campaigns via LinkedIn, utilizing advanced digital marketing strategies.
- Analyzed market trends to identify potential opportunities.
INTERN
READY WEALTH
KOLKATA
01.2022 - 03.2022
- Assisted in portfolio management activities, including portfolio analysis and optimization, to enhance clients' investment.
- Conducted in-depth equity research, examining market trends and company fundamentals to deliver actionable insights to clients and stakeholders.
- Led client acquisition efforts by opening new demat accounts with our partner brokers.
Education
MBA - MARKETING (Major) And FINANCE (Minor
ARMY INSTITUTE OF MANAGEMENT
06-2023
Bachelor of Commerce - Accounting And Finance
PGDAV COLLEGE (University of Delhi)
06-2019
HIGH SCHOOL - COMMERCE
ARMY PUBLIC SCHOOL, DAGSHAI
03-2016
Skills
- MS Office
- Client Relationship Management
- Financial Analysis
- Accounting
- Bank Reconciliation
- NAV Calculation
- Financial Reporting
Languages
Hindi
First Language
English
Advanced (C1)
C1
Certification
- Microsoft Excel Expert (Office 2019)- Certification from Microsoft.
- Marketing Analytics from Coursera.
- Analyzing company performance using Ratios from Coursera.
- Financial Reporting & Analysis.
Websites
Timeline
Executive Trainee
HDFC BANK
06.2023 - Current
INTERN
LEADSQUARED
07.2022 - 08.2022
INTERN
READY WEALTH
01.2022 - 03.2022
MBA - MARKETING (Major) And FINANCE (Minor
ARMY INSTITUTE OF MANAGEMENT
Bachelor of Commerce - Accounting And Finance
PGDAV COLLEGE (University of Delhi)
HIGH SCHOOL - COMMERCE
ARMY PUBLIC SCHOOL, DAGSHAI
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