Open To Work
Abhishek Uttam
Bhopal
Work Preference
Summary
Results-driven Wealth Management Professional experienced in high-net-worth client advisory, portfolio optimization, and business development. Delivered significant growth in liabilities, investment sales, and client profitability through strategic advisory and market analysis. Focused on operational oversight, compliance, and team management to enhance profitability and service delivery.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Senior Manager, Preferred/Imperia Relationships
HDFC Bank
01.2025 - Current
- Mobilized ₹18 Crore in fresh non-callable Fixed Deposits through corporate client relationships in June 2026.
- Contributed to branch book growth by adding ₹52 Crores in Fixed Deposits (FD) through corporate during FY 2025-26.Also Incremental Book Growth (CASA+FD₹25 Cr) – HDFC Bank (FY 2025-26)
- Achieved qualification for Tokyo MDRT in FY 2025-26 through outstanding Life Insurance business performance.
- Qualified for BBH Inner Circle Contest for exceptional Life Insurance business contributions.
- Developed and expanded Preferred/Imperia HNW relationships, providing tailored wealth solutions in Mutual Funds, PMS, AIF, and Life Insurance based on portfolio analysis and risk assessments.
- Analyzed client portfolios, recommending adjustments aligned with market trends and goals to enhance returns and asset allocation.
- Sourced new clients through targeted channels and outreach, ensuring policy.
Senior Manager- Privy League
Kotak Mahindra Bank
03.2022 - 01.2025
- Incremental book growth of ₹87 Crore in Fixed Deposits (FD) liabilities in FY23-25, contributing to substantial growth in client liabilities and AUM.
- Built and expanded high-net-worth client relationships, sourcing priority customers and delivering customized wealth advisory in Mutual Funds, PMS, AIF, and Life Insurance.
- Drove portfolio growth through risk-aligned recommendations and proactive client engagement.
- Acquired new clients via external efforts while maintaining high service standards and compliance.
- Increased profitability through cross-selling of non-investment products (Forex, Remittances, Loans).
- Organized sales events and initiatives to strengthen client ties and promote products.
- Analyzed market data to inform strategic planning and wealth management improvements.
Manager
Axis Bank
12.2020 - 03.2022
- Delivered financial solutions to priority clients, increasing liabilities and wallet share through targeted advisory and cross-selling.
- Provided wealth advisory on Mutual Funds, PMS, AIF, and Life Insurance, educating clients on optimal strategies.
- Achieved Outstanding Performance in Life Insurance (Sep 2021) by meeting targets in the final week.
- Deepened relationships via bank products, third-party investments, and non-investment services.
Priority Relationship Manager
Standard Chartered Bank
07.2019 - 12.2020
- Managed HNI portfolios across Mutual Funds, PMS, AIF, IPOs, Insurance, and Bonds, balancing client needs with bank goals.
- Generated ₹2 Crore in Mutual Fund business in a single month, earning Outstanding Mutual Fund Performance award (Feb 2020).
- Acted as Backup Branch Head, overseeing operations, audits, and business performance.
- Led investor education and market trend analysis to enhance advisory services.
Relationship Manager
Aditya Birla Sun Life Mutual Fund (ABSLMF)
11.2016 - 07.2019
- Drove Banking and National Distributor (ND) channels in Bhopal region, achieving notable increase in ABSL market share through distributor relationships, training, and awareness programs.
- Educated distributors on Debt/Equity markets, PMS schemes, and wealth creation tools to boost adoption.
Relationship Manager- ICICI Direct
ICICI Prudential AMC Ltd
04.2015 - 11.2016
- Marketed Mutual Funds, PMS, and AIF to retail/institutional clients, building relationships and conducting investor education programs in IT parks and societies.
- Managing/Designing Direct Client Portfolio according to their rist appetite and requirements.
Intern
Reliance Communications
03.2014 - 05.2014
- Determining key factors for the selection of the telecom operator.
- To assess the customer preference of plans over connectivity.
- Generating leads for the company mainly through calling, via internet and by visiting companies.
CSE
Aegis Bpo Services Limited., (An Essar Enterprise)
11.2010 - 11.2011
- Customer service executive at Aegis BPO in Airtel Rajasthan Process which is an inbound call center.
Education
PGPM - Marketing, Finance
ICFAI Business School Pune (IBS Pune)
B.Com - Accounts And Computers
The Bhopal School Of Social Sciences
Accounting and Finance - Commerce
St. Paul's Sr. Sec School
Certification
- IRDA composite license, IRDA
- NISM Series V, National Institute of Securities Markets (NISM)
Timeline
Senior Manager, Preferred/Imperia Relationships
HDFC Bank
01.2025 - Current
Senior Manager- Privy League
Kotak Mahindra Bank
03.2022 - 01.2025
Manager
Axis Bank
12.2020 - 03.2022
Priority Relationship Manager
Standard Chartered Bank
07.2019 - 12.2020
Relationship Manager
Aditya Birla Sun Life Mutual Fund (ABSLMF)
11.2016 - 07.2019
Relationship Manager- ICICI Direct
ICICI Prudential AMC Ltd
04.2015 - 11.2016
Intern
Reliance Communications
03.2014 - 05.2014
CSE
Aegis Bpo Services Limited., (An Essar Enterprise)
11.2010 - 11.2011
PGPM - Marketing, Finance
ICFAI Business School Pune (IBS Pune)
B.Com - Accounts And Computers
The Bhopal School Of Social Sciences
Accounting and Finance - Commerce
St. Paul's Sr. Sec School