Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic
AMIT KUMAR AGARWAL

AMIT KUMAR AGARWAL

Sr. Wealth Manager.
Adityapur, Jamshedpur

Summary

Dynamic and results-driven professional seeking a senior managerial position within a forward-thinking organization that prioritizes innovation and growth. Proven expertise in leveraging strategic skills to drive organizational success while fostering an environment conducive to career advancement. Committed to pursuing challenging opportunities that inspire motivation and promote continuous improvement. A strong focus on achieving strategic goals and enhancing team performance ensures meaningful contributions to the company's vision.

Overview

19
19
years of professional experience

Work History

Private Banking Relationship Manager

HDFC Bank
04.2023 - Current
  • Assisted clients in understanding financial strategies.
  • Provided clients with knowledge on financial matters and recommended practices.
  • Studied financial documents to identify potential areas needing improvement.
  • Ensured financial plans adhered to client requirements.
  • Offered expert financial planning guidance to clients with diverse investment profiles and specific needs.
  • Suggested targeted investments to align with clients' financial objectives.
  • Analyzed economic trends to identify emerging market opportunities.
  • Reviewed client financial needs and designed personalized approaches to fulfill aims.
  • Explained potential risks and rewards linked to various investment options.

Branch Head

L&T Investment Management Limited
10.2018 - 04.2023
  • Oversaw mutual fund sales and distribution operations throughout Jamshedpur and its neighboring regions such as Chakradharpur, Chaibasa, and Ghatsila.
  • Delivered detailed analyses through reports and dashboards to support executive decision-making.
  • Facilitated collaboration with IFA, ND, RD, and banks to optimize mutual fund sales and service.
  • Delivered training sessions and developed presentations for MF products.

Manager Sales

L&T Investment Management Limited
12.2016 - 09.2018
  • Responsible for handling Multi categories IFA, Banks, ND, (Selected Bank like HDFC BANK,
  • INDUSIND BANK) distributing for Distribution to sales MUTUAL FUND
  • And also handling Market like Guwahati for 1Yr.
  • From Kolkata with complete relationship of
  • Guwahati location
  • And also managing team of 6 people of management trainee and also to junior RMs in Kolkata to guide direction to build relationship and generate business.

Branch In-charge

L&T Investment Management Limited
05.2014 - 11.2016
  • Charge Sales &
  • Distribution- Ranchi
  • Responsible for handling entire city of Ranchi including of Ranchi area like, Hazaribagh
  • Ramgarh, Patratu, Palamu and distributing for Distribution to sales MUTUAL FUND
  • Final Preparation and interpretation of different reports / dashboards and reporting it to top management of organization
  • Heading IFA, ND’s, RD’s, Bank’s for MF sales and service
  • MIS analysis, Reporting, Training, and different presentations for MF Product Presentation.

Deputy Manager

Karvy Stock Broking Limited
08.2006 - 05.2014
  • Operations & Business
  • Development– Jamshedpur
  • Member of NSE – Cash & F&O, BSE Exchange, Commodities market – MCX AND NCDEX & also the country’s leading Registrar and Depository Participant
  • Responsible for handling entire brand expansion in city of Jamshedpur and distributing all products of company like MF, IPOs, Equities, DP, commodities etc.
  • Heading Share trading terminal NSE-Cash, F&O, BSE- Cash, F&O
  • Looking after Risk Management across all segments and monitoring exchange and client obligations
  • Taking care of Business Development through enrolling SEBI registered sub brokers and Authorized
  • Persons
  • Handling team of more than 5 resources.

Education

MBA - BANKING & FINANCE MANAGEMENT

Empreial Institute of Management Science
New Delhi

Bachelor of Commerce - Finance

Indira Gandhi National Open University (IGNOU)
New Delhi

NISM PMS

NISM-Series-XXI-A And NISM-Series-XXI-B: Portfolio Managemen
Mumbai
04.2024

NISM V-A Mutual Fund Distribution. - Mutual Fund

NISM
MUMBAI

NISM NSE Cash Market - NISM (NSE)

NISM
MUMBAI

BSE Cash Market - BSE (Bombay Stock Exchange)

NISM
MUMBAI

NISM NSE F&O Derivative - NISM (NSE)

NISM
MUMBAI

Skills

Hard Skills (Technical & Financial)

Affiliations

Over 18 years of experience in Sales and Distribution and Business development. Mutual Fund and Stock Broking Filed. Currently working as Sales & Distribution for HSBC ASSET MANAGEMENT LIMITED, since Nov ’2023. EXCEL RELATED ANAYSIS and PROFICIENCY OVERVIEW Managing Mutual Fund sales and Distribution Dept for managing IFA, ND’s, RD’s, Bank’s sales and service both responsibilities. MIS analysis, Reporting, Training and different presentations for the department of operations and MF Product Presentation. Providing direction, motivation, training and selling skills to the team member for ensuring optimum performance with a view to penetrate new accounts and cross selling of financial products to existing customers. _____________________________________________________________________________ TEAM MANAGEMENT Providing market direction and focused area where we built business. Acquiring new Team members at various levels, for organizational buildup. Providing direction, motivation, training and selling skills to the team member for ensuring optimum performance. Training the team to keep a close check on outstanding figures & ensuring adherence to the norms; reviewing yearly performance of sales team for reporting to top management. Conducting meetings for setting up various objectives and designing or streamlining processes to ensure smooth functioning of operations.

Timeline

Private Banking Relationship Manager

HDFC Bank
04.2023 - Current

Branch Head

L&T Investment Management Limited
10.2018 - 04.2023

Manager Sales

L&T Investment Management Limited
12.2016 - 09.2018

Branch In-charge

L&T Investment Management Limited
05.2014 - 11.2016

Deputy Manager

Karvy Stock Broking Limited
08.2006 - 05.2014

Bachelor of Commerce - Finance

Indira Gandhi National Open University (IGNOU)

NISM V-A Mutual Fund Distribution. - Mutual Fund

NISM

NISM NSE Cash Market - NISM (NSE)

NISM

BSE Cash Market - BSE (Bombay Stock Exchange)

NISM

NISM NSE F&O Derivative - NISM (NSE)

NISM

MBA - BANKING & FINANCE MANAGEMENT

Empreial Institute of Management Science

NISM PMS

NISM-Series-XXI-A And NISM-Series-XXI-B: Portfolio Managemen
AMIT KUMAR AGARWALSr. Wealth Manager.