Abhishek Mishra
Satna
Summary
Banking professional with 6+ years of experience in managing high net worth portfolios and implementing strategic initiatives for customer acquisition and retention. Skilled in analyzing client needs to deliver customized financial solutions and fostering networks to boost business opportunities. Demonstrated ability to maintain compliance with banking regulations while providing exceptional service that enhances customer loyalty. Strong negotiation and communication skills, dedicated to ongoing professional development in financial services.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Branch Relationship Manager
KOTAK MAHINDRA BANK
Satna
04.2024 - Current
- Led strategic initiatives to expand High Net Worth Individual (HNI) customer portfolio, resulting in significant growth in asset under management.
- Implemented personalized banking solutions for HNI clients by conducting in-depth needs analysis and cross-selling relevant products.
- Collaborated with internal departments to streamline service delivery and resolve complex client queries efficiently.
- Generated and nurtured leads for CASA accounts and asset products through targeted outreach, contributing to branch revenue targets.
- Monitored and ensured adherence to banking regulations, compliance standards, and internal policies to mitigate risks and protect customer interests.
- Developed and maintained strong relationships with HNI clients to understand their financial needs and provide tailored wealth management solutions.
- Analyzed market trends and competitor offerings to identify opportunities for expanding the HNI customer.
- Utilized CRM tools to track client interactions and measure effectiveness of personalized banking strategies for continuous improvement.
Priority Relationship Manager
AXIS BANK
Rewa
11.2023 - 03.2024
- Led strategic initiatives to expand High Net Worth Individual (HNI) customer portfolio, resulting in significant growth in asset under management.
- Implemented personalized banking solutions for HNI clients by conducting in-depth needs analysis and cross-selling relevant products.
- Collaborated with internal departments to streamline service delivery and resolve complex client queries efficiently.
- Generated and nurtured leads for CASA accounts and asset products through targeted outreach, contributing to branch revenue targets.
- Monitored and ensured adherence to banking regulations, compliance standards, and internal policies to mitigate risks and protect customer interests.
- Developed and maintained strong relationships with HNI clients to understand their financial needs and provide tailored wealth management solutions.
- Analyzed market trends and competitor offerings to identify opportunities for expanding the HNI customer.
- Utilized CRM tools to track client interactions and measure effectiveness of personalized banking strategies for continuous improvement.
Personal Banker
HDFC BANK
Satna
10.2019 - 11.2023
- Led strategic initiatives to expand High Net Worth Individual (HNI) customer portfolio, resulting in significant growth in asset under management.
- Implemented personalized banking solutions for HNI clients by conducting in-depth needs analysis and cross-selling relevant products.
- Collaborated with internal departments to streamline service delivery and resolve complex client queries efficiently.
- Generated and nurtured leads for CASA accounts and asset products through targeted outreach, contributing to branch revenue targets.
- Monitored and ensured adherence to banking regulations, compliance standards, and internal policies to mitigate risks and protect customer interests.
- Developed and maintained strong relationships with HNI clients to understand their financial needs and provide tailored wealth management solutions.
- Analyzed market trends and competitor offerings to identify opportunities for expanding the HNI customer.
- Utilized CRM tools to track client interactions and measure effectiveness of personalized banking strategies for continuous improvement.
- Selling banking products CASA Sales, TPP Products, Asset leads generation and passes the same to branch for follow ups.
Education
Bachelor Of Science - Science
Awadhesh Pratap singh University
Rewa01.2018
HSS - Science Education
Govt School Bhatanwara
Satna01.2015
HSC - High School Certificate
Saraswati shishu mandir kali badi mukhtiayar ganj
Satna01.2012
Skills
- KYC compliance and norms
- Digital banking solutions
- Customer communication strategies
- Portfolio management
- Lead generation and cross-selling
- Market analysis
- Wealth and HNI management
- Banking operations
Languages
- English
- Hindi
Certification
NISM-Series V-A: MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION
Hobbies and Interests
- Playing Cricket
- Bike Riding
- Wandering with Friends
Accomplishments
- Awarded the BBH Inner Circle Health Initiative.
- Awarded a 6 BBH Drive e-certificate for the Medalion account program.
- Awarded the Clash of the Titans at HDFC Bank.
- Recently awarded for having the most CASA numbers in Q1.
Timeline
Branch Relationship Manager
KOTAK MAHINDRA BANK
04.2024 - Current
Priority Relationship Manager
AXIS BANK
11.2023 - 03.2024
Personal Banker
HDFC BANK
10.2019 - 11.2023
Bachelor Of Science - Science
Awadhesh Pratap singh University
HSS - Science Education
Govt School Bhatanwara
HSC - High School Certificate
Saraswati shishu mandir kali badi mukhtiayar ganj