Abhishek Jana
Kolkata
Summary
Excelling in portfolio management and investment advisory. Proven track record Highly-motivated employee with a desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sr. Wealth Manager
JM Finance Service
Kolkata
2025.09 - Current
- Portfolio Management, Asset Allocation, Estate & Succession Planning, Tax Optimization, Risk Management, and Financial Modeling.
TRM-NRI (Analyst)
DBS Bank India
Kolkata
2024.11 - 2025.09
- - Managed HNI NRI clients and end-to-end investment portfolios.
- - Handled Forex remittances and FCNR deposits.
NRI Relationship Manager
HDFC Bank Ltd
Kolkata
2020.09 - 2024.01
- - Managed portfolios of HNI NRI clients.
- - Handled FCNR and Forex remittances, Wealth Management, Tax planning.
- - Facilitated home, auto, and education loans.
Wealth Manager
ICICI Bank Ltd
Vapi
2018.10 - 2020.08
- - Managed 200+ resident and NRI clients, fostering strong relationships and ensuring satisfaction.
- - Cross-sold insurance, mutual funds, and wealth products, enhancing client portfolios.
- - Facilitated home loans, auto loans, LAP, BLG, CC & OD, supporting clients in achieving financial goals.
Education
PGDBM - Banking & Finance
Manipal University
Bangalore2019-02
B.Tech - Computer Science & Engineering
Techno India College
Kolkata2015-08
12Th - Science
KSSS
Contai2011-05
10th - General Subjects
Contai Model Institution
Contai2009-05
Skills
- Relationship management
- Team collaboration
- Financial reporting and analysis
- Investment advisory
- Business process modeling
- Decision support
- NRI banking and forex remittances
- Portfolio management
Certification
- IRDA
- AMFI
Awards
- BEST LI Contributor FY2019
- Highest OD sourcing FY2019
- Highest Region- Home Loan Sourcing FY2020
- BH CLUB -LI sourcing FY 2022
- BH CLUB - LI sourcing FY 2023
- Top 10 Mutual Fund sourcing FY 2022 PAN INDIA
Timeline
Sr. Wealth Manager
JM Finance Service
2025.09 - Current
TRM-NRI (Analyst)
DBS Bank India
2024.11 - 2025.09
NRI Relationship Manager
HDFC Bank Ltd
2020.09 - 2024.01
Wealth Manager
ICICI Bank Ltd
2018.10 - 2020.08
PGDBM - Banking & Finance
Manipal University
B.Tech - Computer Science & Engineering
Techno India College
12Th - Science
KSSS
10th - General Subjects
Contai Model Institution