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Amit Kumar Agarwal
Jamshedpur
Summary
Wealth Management Professional with expertise in managing investment portfolios for high-net-worth clients. Delivered customized financial planning, risk profiling solutions, and investment strategies that align with clients' financial objectives. Focused on driving business growth, enhancing client relationships, and building high-performing teams.
Overview
3
3
Languages
1
1
Certification
20
20
years of professional experience
Work History
Assistant Vice President - Wealth Management
HDFC Bank Wealth
04.2023 - Current
- Managed investment portfolios for HNI, UHNI, NRI, and corporate clients, enhancing client satisfaction and retention.
- Delivered comprehensive wealth management and risk profiling solutions, aligning financial planning with client goals.
- Recommend structured investment products aligned with individual client objectives and risk tolerance.
- Drove acquisition of new wealth relationships and deepened engagement within existing client accounts to maximize revenue potential.
- Cross-sell banking, investment, and insurance solutions to maximize customer lifetime value.
- Monitor investment performance, conducting periodic portfolio reviews and market updates for clients.
- Maintain strict regulatory compliance standards while maintaining high customer satisfaction metrics.
Branch Head
L&T Investment Management Ltd
10.2018 - 04.2023
- Managed mutual fund sales and distribution operations, enhancing market presence in Jamshedpur and regional markets.
- Built and expanded key distribution partnerships with IFAs, Banks, National Distributors, and Regional Distributors.
- Managed mutual fund sales and distribution operations across Jamshedpur and surrounding regional markets.
- Conducted product training sessions and investment presentations, equipping distributors to improve sales effectiveness.
- Prepared business MIS and trend analyses to support executive management in strategic decision-making.
Manager - Sales
L&T Investment Management Ltd
12.2016 - 09.2018
- Oversaw distribution partners and expanded channel growth in eastern territories, including Kolkata and Guwahati.
- Developed strategic relationships with banking partners and independent financial advisors, enhancing collaboration and business opportunities.
- Developed strategic relationships with leading banking partners and independent financial advisors.
- Accelerated product adoption and drove market penetration through targeted sales initiatives, resulting in increased customer engagement.
Branch In-Charge
L&T Investment Management Ltd
05.2014 - 11.2016
- Headed complete sales and distribution operations for Ranchi and surrounding regional markets.
- Cultivated relationships across IFA, ND, RD, and banking partner channels to enhance collaboration.
- Conducted product presentations, market outlook sessions, and distributor training programs to drive engagement and knowledge.
- Managed MIS reporting, performance analysis, and operational reporting to support decision-making for senior leadership.
Deputy Manager
Karvy Stock Broking Ltd
08.2006 - 05.2014
- Drove business development for equity, mutual funds, IPOs, commodities, and depository services, enhancing client engagement and portfolio diversification.
- Managed multi-exchange trading operations across NSE, BSE, MCX, and NCDEX segments.
- Expanded distribution network through strategic enrollment of sub-brokers and authorized partners.
- Expanded distribution network by strategically enrolling sub-brokers and authorized partners, increasing market reach and service accessibility.
Education
MBA - Banking & Finance
Empreial Institute of Management Science
Bachelor of Commerce (B.Com) -
Indira Gandhi National Open University (IGNOU)
Skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Financial Planning
- Risk Profiling
- Investment management
- Portfolio management services
- Structured investments
- Private Banking
- Mutual Funds
- Insurance Solutions
- Risk assessment
- Portfolio analysis
- Capital Market Products
- Client Acquisition
- Client management
- Customer management
- Client engagement
- Business Development
- Integrated Sales
- Sales techniques
- Performance tracking
- Partnership development
- Market research
- Business development
- Regulatory Compliance
- Team Leadership
- Team leadership
- Strategic Growth
- Communication
- Strategic Growth
Languages
English
Upper Intermediate (B2)
B2
Hindi
Advanced (C1)
C1
Bengali
Beginner (A1)
A1
Certification
- NISM Series XXI-A & XXI-B (Portfolio Management)
- NISM Series V-A (Mutual Fund Distribution)
- NSE Cash Market & NSE Derivatives
- BSE Certification
Leadership Strengths
- Strategic Planning
- Relationship Management
- Team Leadership
- Stakeholder Management
- Negotiation
Professional Highlights
- Strategic Planning
- Relationship Management
- Team Leadership
- Stakeholder Management
- Negotiation
Timeline
Assistant Vice President - Wealth Management
HDFC Bank Wealth
04.2023 - Current
Branch Head
L&T Investment Management Ltd
10.2018 - 04.2023
Manager - Sales
L&T Investment Management Ltd
12.2016 - 09.2018
Branch In-Charge
L&T Investment Management Ltd
05.2014 - 11.2016
Deputy Manager
Karvy Stock Broking Ltd
08.2006 - 05.2014
MBA - Banking & Finance
Empreial Institute of Management Science
Bachelor of Commerce (B.Com) -
Indira Gandhi National Open University (IGNOU)