Hi, I’m
Abhishek Misra
Banker
Kolkata
Summary
Dedicated Customer Service Representative to providing quality care for ultimate customer satisfaction. Proven ability to establish and maintain excellent communication and relationships with clients. A curious mind with an interest in learning new things and achieving high results. Experienced in banking operations for more than 8 years. Keen on opportunities that will enhance my knowledge and exposure of the business industry.
Overview
10
years of professional experience
4
Certifications
3
Languages
Work History
ICICI BANK LTD
MANAGER- NRI BUSINESS (DM2 BAND)
10.2024 - Current
Job overview
- Scrutinizing financial profile, source of fund, beneficial owners etc while onboarding new clients.
- Verifying KYC documents of retail Non Resident Indian as well as Resident Indian clients for new account opening, Rekyc exercise for both Non resident and Domestic clients.
- Responsible for completing documentation of existing clients as per risk rating pertaining to bank policies.
- One of the primary member of the branch for handling client complaints.
- One point of contact in the branch for all Forex dealings, like foreign outward remittances, foreign inwards remittances.
- Have depth knowledge in NRE, NRO accounts, FCNR deposits, RFC deposit.
- Managing NRI banking desk, servicing 450 NRI clients (including MDs, CEOs, Directors of some of the top MNCs).
- Managing investment portfolios worth INR 68 crore.
- Have depth knowledge in Mutual Funds, Insurance, primary and secondary market and alienate product such as PMS, forward booked FCNR deposit.
- Provided expert counsel on financial products and investment, achieving a 15% portfolio value increase.
- Conducted thorough client onboarding assessment, executing ReKYC verification for regulatory compliance.
- Validated KYC documents for diverse clients, ensuring regulator standards & maintaining bank compliance.
- Conducted enhanced due diligence, portfolio audits, customer audits and KYC verification to mitigate risks.
IDFC FIRST BANK LTD
NRI BUSINESS- D1
08.2023 - 09.2024
Job overview
- Acquire and ensure maximum high value NR NTB account.
- Played a stellar role in managing 3 assigned branches of NRI clients.
- Managed a team with assigned branches to monitor their NRI productivity including RM's & SO's.
- HNI customer acquisition & building up relationship.
- Focusing on client relationship management including client acquisition, provision of personal financial advice.
- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India.
- Maintain complete customer profile including the risk profile, demographics and assets in the bank.
- Comply with KYC/SEBI rules, regulations and legislation governing the bank.
IDFC FIRST BANK LTD
SENIOR OFFICER TFX CURRENT ACCOUNT
12.2020 - 07.2023
Job overview
- Branch Banking & Wholesale Banking (Current Account).
- Management of asset portfolio of the branch.
- Responsible for generation of revenues through sale of high value current account book & TFX & NTFX book.
- Acquire and ensure maximum high value NTB current account.
- Managed a portfolio of high net worth clients looking after their wealth creation.
- Focus to increase on branch current account book size.
AXIS BANK LTD
OFFICER SALES
04.2018 - 12.2020
Job overview
- To sell the Bank's products to the corporates / MSME's - Savings Accounts, Current Accounts, Term Deposits, Debit / Credit Cards.
- IPG Products (Life Insurance / General Insurance / Mutual Fund / Gold Coins / Online Trading).
- To acquire new to Bank customers and pursue new business relationships.
- To fulfill KYC norms.
- To reach out to High Net-worth Individuals.
- To increase the customer base by developing business relationships with current customers.
EXIDE LIFE INSURANCE
RELATIONSHIP OFFICER
07.2017 - 01.2018
Job overview
- Providing specialized guidance and advice to clients for investment in various insurance schemes.
- Role involves working with various clients to help them make the right decisions with their accounts and explain the financial services on offer to them.
- Identify possible sales opportunities and generate new business lead for the company.
Intelenet Global Services. Ltd.
Team Leader, Department- State Bank of India (Contact Centre)
05.2015 - 05.2017
Job overview
- Providing direction, instructions and guidance to the team members, for the purpose of achieving a certain goal.
- Monitoring team members as well as managing operations.
Education
CALCUTTA UNIVERSITYKOLKATA
B COM from GENERAL
06.2010 - 7 2013
University Overview
- MANAGMENT ACCOUNTING
- FINANCIAL ACCOUNTING AND REPORTING
- INTERNATIONAL AUDITING
- INTERNATIONAL TAXATION
- BUSINESS ECONOMICS
WEST BENGAL BOARD OF HIGHER SECONDARY EDUCATIONKOLKATA
HIGHER SECONDARY EXAMINATION
01.2008 - 1 2010
WEST BENGAL BOARD OF SECONDARY EDUCATIONKOLKATA
SECONDARY EXAMINATION
06.2008 - 9 2008
Skills
CREATIVITY
Certification
NISM VA Mutual Fund Distribution, 09/01/23
Accomplishments
- Qualified for BBG contest in the year 2021, highest ever branch profit revenue in trade Forex., 01/01/22
- Elevated as NRI Acquisition RM (Retail Forex), 08/01/23
Interests
Soulful musician who loves to play guitar around the walk in his own YouTube channel as Life of Rhythms
Painting
Photography
Timeline
MANAGER- NRI BUSINESS (DM2 BAND)
ICICI BANK LTD
10.2024 - Current
NRI BUSINESS- D1
IDFC FIRST BANK LTD
08.2023 - 09.2024
SENIOR OFFICER TFX CURRENT ACCOUNT
IDFC FIRST BANK LTD
12.2020 - 07.2023
OFFICER SALES
AXIS BANK LTD
04.2018 - 12.2020
RELATIONSHIP OFFICER
EXIDE LIFE INSURANCE
07.2017 - 01.2018
Team Leader, Department- State Bank of India (Contact Centre)
Intelenet Global Services. Ltd.
05.2015 - 05.2017
CALCUTTA UNIVERSITY
B COM from GENERAL
06.2010 - 7 2013
WEST BENGAL BOARD OF SECONDARY EDUCATION
SECONDARY EXAMINATION
06.2008 - 9 2008
WEST BENGAL BOARD OF HIGHER SECONDARY EDUCATION
HIGHER SECONDARY EXAMINATION
01.2008 - 1 2010
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