Krishna Singh
Mumbai
Summary
Dynamic wealth management professional with a track record of enhancing a portfolio to 1 Billion INR at Kotak Mahindra Bank Ltd. Specializes in investment strategies and customer relationship management, achieving a 40% CAGR growth in equity investments.
Overview
12
12
years of professional experience
Work History
Associate Vice President- Privy League-Priority Banking & Wealth Management
Kotak Mahindra Bank Ltd
07.2021 - Current
- Wealth Management: Enhanced an INR 400 million portfolio consisting of Balances and Investments spread across 180 clients to 1 Billion across 240 Clients
- Designed strategy reports and communications to use with clients and prospects as part of the overall marketing initiatives
- Investment Management: Achieved 40% CAGR Growth in Equity Investments and Balances yoy
- Drive end to end sales of AIF, PMS & Mutual Funds from prospecting to closure
- Executed Trade and Forex transactions for clients incompliance with RBI regulations
- Operational Excellence: Supported Investment counselors with input regarding products, markets and strategic initiatives
- Collaborated closely with fund house partners to execute client investments and manage portfolio thereafter
Product Manager- Protection Horizontal
HDFC Life
03.2021 - 07.2021
- Developing solutions to business requirements by acting as a bridge between product and all other Team i.e
- Sales, Underwriting, Operations, Reinsurer and IT also analyzing, documenting and communicating the requirements of the concerned team
- Regularly monitoring and reporting on the progress of the relevant initiatives and projects and conducting requirement analysis
- Conducting regular product and premium benchmarking to understand new trends in the market
- Supporting the Life and Health Business by monitoring competition business numbers and providing enablers to achieve targets
Manager- Wealth Management
Tata Capital Financial Services ltd
07.2019 - 12.2020
- Portfolio Management: Accelerated end to end sales of Mutual Funds, PMS, AIF, Structured products and Insurance from prospecting to closure
- Formulated customized portfolio for clients using in-house analysis and in line with Investment research recommendations
- Strategized, planned and executed Sales activities in alignment with business goals to acquire and manage new clients and create new alliances
- Managed and mentored a team of Management Trainees- Acquisition Relationship Manager by conducting regular product trainings and assisting them with business prospecting and closures
- Good knowledge in Investment products across Fixed Income (Savings & Guaranteed), Equity (MF&PMS), Insurance (Protection & Term Plan), Real Estate and Alternate Asset Class
- Initiatives and Teamwork: Highlighting market events through Monthly Newsletter
- Analyze client needs to regularly update marketing collaterals and product communication
- Certificates of Achievement for generating the highest revenue from Insurance and other Products in Q1(FY20-21)
Wealth Manager-Premier
ICICI Securities Ltd.
07.2017 - 04.2019
- Provided Investment advisory services based on customers profiling through different parameters including income, risk appetite and time horizon
- Client Management: Providing customized solutions for clients by liaising with the Investment Counselor and Product team
- Client Acquisition: Marketing campaigns for New client Acquisition
- Learning's: Learned about the various Financial Investment Avenues such as Mutual Funds (Equity & Debt), PMS, Insurance among others
- Achievements/Business Closures: Insurance deal closure of 25lacs in 2nd & 3rd quarters of FY18-19
Intern
Frootle India (Cold Pressed Juices)
04.2016 - 06.2016
- The company being a start-up required to educate the potential customers about the cold pressed juices thereby building brand and developing the business through Business to Consumers (B2C) and Business to Business (B2B)
- Managed the Operations Team which focused on Inventory Management, Manpower Management, Production, logistics and Distribution
- Learning's: Enhanced People Management Skills, Relationship Management Skills and Pitching Skills among others
- Achievements: We did tie ups with a School(Mount Litera School International), TATA Memorial Hospital and Sold Subscriptions to Customers at Mumbai's Metro Stations
Business Development Manager & Centre Head
Rajni Commercial Institute (Educational Institute)
06.2012 - 01.2015
- Promoted typing and introduced new courses of computer and was also responsible for getting faculty members on board
- Taught differently able students and conducted additional classes to teach English Language and basic Mathematics to students from vernacular medium
- Responsibilities include expanding the Students base and were also the main point of contact between students and their parents
Education
PGDM-General Management -
Prin.L.N.Welingkar Institute of Management Development & Research
01.2017
Bachelor of Management Studies -
Patkar- Varde College
Mumbai, India01.2012
12thHSC -
ST. Thomas High School & Jr. College
01.2009
10thSSC -
ST. Thomas High School & Jr. College
01.2007
Skills
- Customer Relationship Management
- Problem-solving abilities
- Investment strategies
- Client onboarding
- Portfolio and asset management
Personal Information
Date of Birth: 01/20/92
Extracurricular Activities
Reading articles, Motivational quotes and Watching TEDX Talk. Participated in National Talent Hunt Competition (Solo Dance) Organized by MTV and Maruti Suzuki Colors of Youth 2016. Qualified for the final round of top 6 out of 146 teams participated in 'Bid-A-Thon' Competition Organized by Shree Ram College of Commerce GBO 2016, Delhi. Participated in Elocution competition (Role of youth in uprooting corruption) by Bank of Baroda.
Projectsandachievements
- Global Citizen Leadership (GCL), Project on 'How may we create smart villages based on economic & sustainable models in rural areas'., Developed leadership skills, innovation skills and social engagement skills in the next generation Business leaders.
- Power Breakfast, Qualified for 'Power Breakfast' with National Head and Zonal Head for outstanding performance in Life Insurance business in Q1(FY20-21) in west region.
Internship
Frootle India (Cold Pressed Juices), 04/25/16, 06/25/16, Director, Brand Building and Business Development, Educate the potential customers about the cold pressed juices thereby building brand and developing the business through Business to Consumers (B2C) and Business to Business (B2B)., Managed the Operations Team which focused on Inventory Management, Manpower Management, Production, logistics and Distribution., Enhanced People Management Skills, Relationship Management Skills and Pitching Skills among others., We did tie ups with a School (Mount Litera School International), TATA Memorial Hospital and Sold Subscriptions to Customers at Mumbai's Metro Stations.
Timeline
Associate Vice President- Privy League-Priority Banking & Wealth Management
Kotak Mahindra Bank Ltd
07.2021 - Current
Product Manager- Protection Horizontal
HDFC Life
03.2021 - 07.2021
Manager- Wealth Management
Tata Capital Financial Services ltd
07.2019 - 12.2020
Wealth Manager-Premier
ICICI Securities Ltd.
07.2017 - 04.2019
Intern
Frootle India (Cold Pressed Juices)
04.2016 - 06.2016
Business Development Manager & Centre Head
Rajni Commercial Institute (Educational Institute)
06.2012 - 01.2015
PGDM-General Management -
Prin.L.N.Welingkar Institute of Management Development & Research
Bachelor of Management Studies -
Patkar- Varde College
12thHSC -
ST. Thomas High School & Jr. College
10thSSC -
ST. Thomas High School & Jr. College
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