Amartya Aman
Patna
Summary
Dynamic professional with a proven track record at HDFC Bank, excelling in revenue generation and stakeholder management. Expertise in financial analysis and portfolio management, driving significant growth through strategic relationship building. Adept at utilizing Agile methodologies to enhance project outcomes while delivering exceptional customer satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
MANAGER
INCRED PREMIER
Patna
01.2025 - Current
- Analysis Portfolio Management (Self Hni Customers Doctors, Chartered Accountant & IRS
- Self Aum of Rs15 crore At Present
- Managing PMS & AIF Customers
- Staying updated on Market Funds
Assistant Manager (Personal Banker)
HDFC BANK
Patna
12.2023 - 01.2025
- Generated Revenue from given customer Base
- Raised Government funds 250CR Fixed Deposit And Accounts
- Bull productive relationships with stakeholders to continually new business
- Opened new customer accounts with high value funds including checking savings lines of credit
Sales Officer
Ujjivan Small Finance Bank
Patna
04.2021 - 03.2022
- Bull productive relationships with stakeholders to continually new business
- Opened new customer accounts including checking savings and lines of credit
- Input Statement information reconciled accounts and resolved discrepancies
- Answered customer questions in a friendly and knowledgeable manner to maintain high Satisfaction levels
Relationship Associate
Max Life Insurance
Patna
12.2019 - 02.2021
- Facilitated direct interaction with customers thereby understanding customers requirements and providing them with the necessary support
- Professionally presenting potential customers with organized product reports
- Provided constant support and maintenance to new customers by solving their product-related issues and concerns
- Took initiative to explain changes in the product to other team members thus maintaining transparency within team at my level
- Answered customer questions in a friendly and knowledgeable manner to maintain high Satisfaction levels
Education
B.Com (Honors) -
Patna University
Patna, India01.2012
CPT -
Institute of Chartered Accountants of India
IndiaSkills
- Use Case
- BRD/FRD
- Epics
- Requirement elicitation
- Requirement Gathering
- Agile
- Waterfall Methodologies
- User stories
- UML
- Data flow Modeling
- Process modeling
- Gap Analysis
- Wireframes
- Mockups
- Change Strategy
- Release planning
- Scrum
- Requirement prioritization
- Client negotiation
- Stakeholder management
- SQL
- Scope management
- Portfolio management
- Customer relationship management
- Financial analysis
- Revenue generation
- Problem solving
- Sales strategy
Certification
- Certified Agile Business Analyst, TrainSmart Academy
- Information Technology Trained, Institute of Chartered Accountants of India
- Orientation Programme Trained, Institute of Chartered Accountants of India
- GMCS Training, Institute of Chartered Accountants of India
- 100 Hrs IT Training, Institute of Chartered Accountants of India
Timeline
MANAGER
INCRED PREMIER
01.2025 - Current
Assistant Manager (Personal Banker)
HDFC BANK
12.2023 - 01.2025
Sales Officer
Ujjivan Small Finance Bank
04.2021 - 03.2022
Relationship Associate
Max Life Insurance
12.2019 - 02.2021
B.Com (Honors) -
Patna University
CPT -
Institute of Chartered Accountants of India
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