Amit Kumar
Mumbai
Work Preference
Summary
Accomplished and results-driven banking and wealth management professional with an MBA in Marketing and extensive experience in high-net-worth client advisory, portfolio management, and relationship enhancement. Proven ability to exceed financial targets, cultivate strong client loyalty, and deliver tailored financial solutions. Seeking to leverage strategic expertise and leadership capabilities to contribute to an AVP role.
Overview
3
3
Languages
15
15
years of professional experience
Work History
AVP
Purnartha Wealth And Investment
08.2025 - Current
- Led client portfolio management for HNI/Ultra HNI individual.
- Developed and implemented customized wealth management strategies tailored to clients' financial goals and risk tolerance
- Assisted clients in navigating complex financial markets and investment decisions
- Successfully completed continuing education and certification requirements to enhance knowledge and skills
- Successfully transitioned clients from one financial institution to another while maintaining seamless service
- Cultivated and maintained strong relationships with clients through regular communication and support. during market volatility and provided reassurance and guidance
- Prepared and delivered presentations to clients and prospective clients on financial topics
Sr Wealth Manager
Nuvama Wealth And Investment Ltd
01.2024 - 08.2025
- Exceeded new client acquisition targets by 20% through strategic sourcing and referral networks, enhancing overall client base.
- Onboarded high-net-worth clientele by identifying needs and presenting tailored offerings based on asset allocation and specific requirements, fostering strong client relationships.
- Developed and executed sophisticated investment strategies tailored to the unique financial goals of high-net-worth individuals.
- Provided end-to-end financial solutions, encompassing investment management, retirement planning, estate planning, and tax optimization.
- Generated revenue growth through cross-selling wealth products, including structured products, PMS, and AIF, aligning offerings with client needs.
- Conducted in-depth financial analysis of client portfolios, recommending and implementing optimal investment strategies that aligned with risk tolerance and return objectives
- Proactively monitored and rebalanced client portfolios, identifying and capitalizing on market opportunities to enhance profitability and mitigate risk.
- Prepared detailed, forward-looking financial plans by thoroughly assessing current financial standing and future aspirations, ensuring clients were well-positioned for long-term success.
First RM
Yes Bank
11.2021 - 12.2023
- Consistently exceeded sales targets, driving revenue growth and exceeding client expectations.
- Successfully managed complex client accounts, handling multiple transactions and balancing varying objectives.
- Facilitated client meetings and presentations, effectively communicating financial strategies and market updates.
- Managed client interactions through CRM systems, tracking progress and fostering relationship building.
- Led team initiatives to enhance client experience and improve operational efficiency.
- Developed and implemented digital banking platform, enhancing client convenience and accessibility.
Relationship Manager
RBL BANK
04.2016 - 10.2021
- Acquired high-end savings and current accounts through targeted open market strategies and effective cross-selling initiatives, enhancing overall client portfolio.
- Managed a significant portfolio of clients, ensuring their financial well-being and satisfaction.
- Drove an increase in Total Relationship Value (TRV) of customers by implementing effective cross-selling strategies.
- Accurately identified client needs and developed customized financial solutions that addressed their specific requirements.
- Managed significant client portfolio, prioritizing financial well-being and satisfaction through tailored financial solutions.
- Successfully onboarded new-to-bank (NTB) customers, ensuring adherence to balance requirements and service standards.
- Increased Total Relationship Value (TRV) of customers by implementing strategic cross-selling initiatives, fostering deeper client relationships.
- Resolved client queries and complaints efficiently and empathetically, upholding high standards of customer service and reinforcing client loyalty.
- Monitored client accounts diligently, making timely adjustments to financial plans based on evolving needs and dynamic market conditions.
Personal Banker
HDFC BANK
12.2011 - 03.2016
- Established and maintained productive relationships with over 150 clients, achieving an exceptional 95% client retention rate through proactive engagement and superior service.
- Successfully cross-sold additional banking products and services to clients, resulting in an average revenue increase of 10% per customer and enhanced product penetration.
- Provided comprehensive financial advice and guidance, including personalized budgeting, savings strategies, and investment recommendations, leading to increased client financial literacy.
- Leveraged financial analysis tools to assess client needs and recommend tailored investment strategies, ensuring effective portfolio monitoring.
- Developed and implemented banking solutions to meet evolving needs of diverse client base, improving client satisfaction and loyalty.
- Processed and closed new accounts, including current savings and investment accounts, maintaining accuracy and compliance.
Education
MBA - Marketing
Acharya Institute of Management
Bengaluru, IndiaSkills
- Wealth Management
- Investment Strategy Development
- High-Net-Worth Client Advisory
- Portfolio Management
- Financial Planning
- Client Relationship Management
- Business Development
- Cross-selling Financial Products
- Risk Management
- Market Analysis
- Innovation management
- Problem solving
Language
English
Hindi
Marathi
Timeline
AVP
Purnartha Wealth And Investment
08.2025 - Current
Sr Wealth Manager
Nuvama Wealth And Investment Ltd
01.2024 - 08.2025
First RM
Yes Bank
11.2021 - 12.2023
Relationship Manager
RBL BANK
04.2016 - 10.2021
Personal Banker
HDFC BANK
12.2011 - 03.2016
MBA - Marketing
Acharya Institute of Management