Mithu Das
Pune
Summary
I am a Professional Banker having over 5 years of experience in various banking and finance roles. Results driven financial advisor with over 3 years of experience in Indian securities market. Proven ability to develop tailored financial plans, analyze market trends,and provide clients with strategic investment advise. I am also experienced as an insurance advisor where I liaised with channel partners to manage a portfolio of HNIs.
Overview
5
5
years of professional experience
15
15
years of post-secondary education
1
1
Certification
Work History
Deputy Manager
HDFC BANK
12.2022 - Current
- Provide investment advice and portfolio management to diverse client base, focusing on equity, mutual funds, and fixed income securities.
- Conduct comprehensive financial assessments to develop personalized financial strategies, resulting in a 20% increase in client portfolio performance.
- Monitor market trends and economic indicators, prepare regular reports for clients to inform investment decisions.
- Build and maintain strong client relationships, achieving a 90% client retention rate through exceptional service and ongoing support.
- Supported client onboarding processes, ensuring compliance with regulatory requirements, and maintaining accurate client records.
- Collaborated on marketing strategies that resulted in a 15% growth in new client acquisition.
Relationship Manager
SBI CAP Securities
02.2022 - 10.2022
- Established and maintained a network of contacts to increase brand awareness and identify new business opportunities
- Prepared and presented financial reports to senior management and external stakeholders
- Developed and maintained a system of internal controls to ensure compliance with financial regulations and policies
- Provide insights to customers through timely financial analysis for their portfolios.
Corporate Agency Manager
HDFC LIFE
08.2020 - 01.2022
- Manage portfolio’s of HNI’s by liaising with channel partners
- Insurance Product analysis to recommend best options to clients.
- Strengthened relationships with corporate clients, leading to a 20% growth in customer base
- Secured a contract with a large corporate client, resulting in a 40% increase in revenue for the business
Phone Banking Officer
ICICI BANK
07.2019 - 08.2020
- Suggested banking products and services that best meet customers’ needs
- Answered and managed incoming and outgoing phone calls, providing accurate information and resolving customer inquiries
- Managed customer service inquiries through multiple communication channels, including phone, email, and social media, resulting in a 40% reduction in response time
Education
B. Com - Management
Guwahati University
01.2015 - 01.2018
Class XII - Commerce
KENDRIYA VIDYALAYA
01.2013 - 01.2015
Class X - General
KENDRIYA VIDYALAYA
01.2003 - 01.2013
Skills
- Fraud Detection
- Investment Analysis
- Portfolio Management
- Financial Analysis
- Risk Assessment
- Future and Options
- Client Relationship Management
- Market Research
- Negotiation
- Financial Software Proficiency
Certification
Post Graduate Diploma in Computer Applications (PGDCA)
Timeline
Deputy Manager
HDFC BANK
12.2022 - Current
Relationship Manager
SBI CAP Securities
02.2022 - 10.2022
Corporate Agency Manager
HDFC LIFE
08.2020 - 01.2022
Phone Banking Officer
ICICI BANK
07.2019 - 08.2020
B. Com - Management
Guwahati University
01.2015 - 01.2018
Class XII - Commerce
KENDRIYA VIDYALAYA
01.2013 - 01.2015
Class X - General
KENDRIYA VIDYALAYA
01.2003 - 01.2013
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