ABINASH KUMAR SAHOO
BANGALORE
Summary
Dynamic Senior Portfolio Manager at Domestic Bank with expertise in portfolio management and risk management. Proven track record in enhancing compliance monitoring and asset allocation strategies, driving client satisfaction, and optimizing financial performance. Adept at data analysis and fostering strong client relationships to achieve strategic objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Portfolio Manager
HDFC BANK
Bangalore
11.2024 - Current
- Maintained up-to-date knowledge of current AML trends, regulations, and best practices.
- Provided advice and recommendations regarding various portfolio strategies, asset allocations, and risk management techniques.
- Investigated any incidents related to possible breaches of security or other risks.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
Portfolio Analyst
Kotak mahindra Bank
Bangalore
12.2023 - 07.2024
- Portfolio management - Advised clients via phone/face-to-face meetings,made investment recommendation and proposed new investment opportunities.
- Sales and Operations - Taking care of the monthly target and tracking my achievement.
- AML & KYC Analyst
Portfolio Analyst
Axis Bank
Bangalore
09.2021 - 10.2023
- Portfolio management - Handling portfolio of almost 600 clients by managing documents, provide banking services and track financial transactions.
- KYC Analyst -Tracked regulatory changes related to AML and KYC requirements for clients & Developed procedures for improved AML and KYC compliance operations.
- Financial Modelling -Performed sensitivity analysis on financial models to identify areas of risk or opportunity.
- Risk management - Reviewed risk management database reports for compliance and fraud prevention.
- Sales and operations - work as a team with retails business head to verify the documents and disbursed the loans in the given time period
Team Leader
Teleperformance Global Services Pvt. Ltd.
Bangalore
02.2019 - 08.2021
- Held weekly staff meetings to review Sales updates, discuss issues, and brainstorm solutions.
- Ensured compliance & Operations with all safety regulations in the workplace.
- Reviewed customer service surveys (NPS) and implemented strategies to improve client's satisfaction ratings.
- Analyzed data with the help of MIS team to identify areas of improvement in the department's Sales & operations.
- Created training materials and conducted group trainings on new Program or processes or procedures.
Education
AML & KYC
UDEMY COURSES
05-2023
FINANCIAL MODELLING
UDEMY COURSES
03-2023
Mechanical Engineering
BIJU PATTNAIK UNIVERSITY OF TECHNOLOGY
INDIA07-2017
Skills
- Portfolio management
- Risk management
- Financial analysis
- Compliance monitoring
- Asset allocation
- Data analysis
Certification
- Anti money Laundering
- Financial modelling
- Risk management
Timeline
Senior Portfolio Manager
HDFC BANK
11.2024 - Current
Portfolio Analyst
Kotak mahindra Bank
12.2023 - 07.2024
Portfolio Analyst
Axis Bank
09.2021 - 10.2023
Team Leader
Teleperformance Global Services Pvt. Ltd.
02.2019 - 08.2021
AML & KYC
UDEMY COURSES
FINANCIAL MODELLING
UDEMY COURSES
Mechanical Engineering
BIJU PATTNAIK UNIVERSITY OF TECHNOLOGY
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