Amit Kumar
Mumbai
Summary
I am a seasoned professional with an MBA in Marketing and extensive experience in wealth management and banking. Throughout my career, I have successfully advised high net worth clients on investment strategies, managed client portfolios, and enhanced customer relationships. My proven ability to meet targets and provide excellent customer service drives my dedication to delivering tailored financial solutions
Overview
14
14
years of professional experience
Work History
AVP
PURNARTHA WEALTH AND INVESTMENT
08.2025 - 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 Wealth Manager
Nuvama wealth and Investment Ltd
Mumbai
01.2024 - 02.2025
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals
- Advised clients on different types of insurance products available to them based on their needs
- Organized seminars and workshops to educate clients about different aspects of investing and managing finances effectively
- Monitored performance of existing investments and recommended changes when necessary
First RM
Yes Bank
Mumbai
11.2021 - 12.2023
- Acquisition of New wealth HNI clientele and identify their needs and showcase offering as per asset allocation and requirements
- Cross sell of product and services and profiling of client based on their needs
- Increasing TRV of assigned customer of the portfolio
- Retention of existing customers by creating the feedback loop and rewarding loyalty etc
- Meet the assigned target within stipulated time frame
- Providing end to end solution to the customer according to their needs
Branch Relationship Manager
IDFC FIRST BANK
Mumbai
10.2019 - 10.2021
- Relationship Management of portfolio customer
- Responsible for cross sell and enhancing relationship with the customer
- Maintaining optimum level of IPH (Income product holding) of the customer
- Responsible for selling (CASA, investment product, TPP, Assets, card etc)
- Acquisition of new customer by referrals generated by existing customer
- Maximised customer engagement and satisfaction by delivering excellent customer service
Relationship Manager
RBL BANK
Mumbai
04.2016 - 09.2019
- Acquisition of high end saving and current account through open market along with cross selling
- Responsible of successful onboarding of NTB customer and ensuring to maintaining required balances
- Cross sell product to the existing customer and maintaining C+3P ratio
- Ensuring 360 client engagement
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty
- Identified customer needs, developed customized solutions
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns
Personal Banker
HDFC BANK
Patna
12.2011 - 03.2016
- Relationship Management of Portfolio customer
- Selling of all products including Liabilities, Assets and TPP
- Increasing benchmark of CTG of assigned customer
- Increasing TRV of the customer by cross selling
- Providing best investment solution to customer by profiling their overall portfolio
- Resolved client queries and complaints efficiently, maintaining high standards of customer service and retaining client loyalty
- Monitored client accounts regularly, making adjustments to financial plans based on changing needs and market conditions
Education
MBA -
Acharya Institute of Technology
Bangalore12.2011
Skills
- Gmail
- Benchmark
Hobbies and Interests
Career Interest / Passion
Languages
- Hindi
- English, 100/100
- Hindi, 100/100
Timeline
AVP
PURNARTHA WEALTH AND INVESTMENT
08.2025 - Current
Sr Wealth Manager
Nuvama wealth and Investment Ltd
01.2024 - 02.2025
First RM
Yes Bank
11.2021 - 12.2023
Branch Relationship Manager
IDFC FIRST BANK
10.2019 - 10.2021
Relationship Manager
RBL BANK
04.2016 - 09.2019
Personal Banker
HDFC BANK
12.2011 - 03.2016
MBA -
Acharya Institute of Technology