AMIT KUMAR
Mumbai
Summary
To pesue a career with an organisation that help me to explore my potential and achieve expertise handling new opportunity taking challenges and delivering my best to organisation. Financial services professional with focus on managing investment portfolios, conducting financial analysis, and providing tailored advice to clients. Committed to building strong client relationships and ensuring compliance with regulatory requirements. Skilled in developing strategic financial plans to achieve long-term wealth growth.
Overview
11
11
years of professional experience
Work History
SR WEALTH MANAGER
SMC GLOBAL SECURITIES LTD
01.2025 - Current
- Provide comprehensive Wealth management services to High Net individual including asset allocation, retirement planning and tax management etc
- Monitoring of existing investment and suggest suitable changes in order to increase profitability.
- Acquisition of new customer through sourcing and referrals.
- Provide end to end solution to the customer.
- Cross sell of wealth product like structured products, PMS, AIF etc
Sr Manager
NUVAMA WEALTH AND INVESTMENT
01.2024 - 01.2025
- Conduct financial analysis of client portfolio to identify and recommend appropriate investment strategy.
- Provide comprehensive Wealth management services to existing and new acquired client.
- Prepared details financial plans for the customer by assessing their financial situation and future goals.
- Advised clients different type of insurance product based on need based analysis.
- Organised seminars and workshops to educate clients about different aspects of investment.
YES FIRST RM
YES BANK
11.2022 - 12.2023
- Acquisition of new wealth HNI clients and identity their needs and showcase offerings as per asset allocation and requirements.
- Cross sell of product and services and profiling of clients based on their needs.
- Increasing TRV of assigned customer of the portfolio.
- Retention of existing customer by creating a feedback loop, and rewarding loyalty.
- Meet assigned target within stipulated time frame.
BRANCH RELATIONSHIP MANAGER
IDFC FIRST BANK
09.2020 - 10.2022
- Relationship management of portfolio customer.
- Responsible for cross sell and enhancing relationship with the customer.
- Maintaining optimum level of IPH of the customer.
- Responsible for selling CASA, TPP, Investment products etc.
- Acquisition of new set of customer by referral generated from existing customer.
Sr Relationship Manager
RBL BANK
02.2016 - 09.2020
- Acquisition of High end saving and current account through open market along with cross selling.
- Responsible for successful onboarding of NTB customer and ensuring to mainting required balance.
- Cross sell product to existing customer and managing C+3 ratio.
- Ensuring 360 client engagement.
- Identify customer needs and provide customised solutions.
- Resolved client queries and complaint efficiently.
Personal Banker
HDFC BANK
08.2014 - 12.2015
- Relationship Management of portfolio customer.
- Selling all products including Asset, liabilities and TPP.
- Increasing benchmark of CTG of assigned customers.
- Increasing TRV of customer by cross selling.
- Resolve client queries and complaint efficiently and managing high standards of customer service.
Education
MBA -
Acharya Institute of Technology
Bangalore 01.2011
Skills
- Active listening
- Excellent communication
- Good in Persuasion
- Quick learner
- Portfolio analysis
- Financial planning
- Client engagement
- Cross selling
Languages
English , Hindi
Timeline
SR WEALTH MANAGER
SMC GLOBAL SECURITIES LTD
01.2025 - Current
Sr Manager
NUVAMA WEALTH AND INVESTMENT
01.2024 - 01.2025
YES FIRST RM
YES BANK
11.2022 - 12.2023
BRANCH RELATIONSHIP MANAGER
IDFC FIRST BANK
09.2020 - 10.2022
Sr Relationship Manager
RBL BANK
02.2016 - 09.2020
Personal Banker
HDFC BANK
08.2014 - 12.2015
MBA -
Acharya Institute of Technology