Amitkumar Mishra
Finance And Banking
Mumbai,MH
Summary
3+ years combined experience in Financial Services and Operations, Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
Work History
Branch Relationship Manager
kotak mahindra bank
Mumbai, Maharashtra
08.2021 - Current
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Worked with Delivery Management Team and Operations departments to facilitate communication and deliver personalized solutions to customers.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Transcended requirements on consistent basis to satisfy customers.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Assistant Manager
HDFC Bank
Mumbai, Maharashtra
12.2018 - 08.2021
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Monitored security and handled incidents calmly.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Increased sales by driving operational efficiencies and building excellent customer rapport.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
Education
Bachelor of Commerce - Accounting And Finance
VNSGU University
Surat Gujarat 06.2012 - 11.2015
MBA - Finance
Savitribai Phule Pune University
Pune 04.2016 - 06.2018
Skills
Investment and Wealth Planning
Written and verbal communication
Strong Work Ethics
Financial Advising
Fluent in English
Wealth management offerings
Data Analytics
Additional Information
⦁ Continuous winner of Star Excellence Award since June 2020.
⦁ Won HSL Bull Run Context December 2020
⦁ Organised Blood Donation Camp (2015)
⦁ Member of Organisation for Social Services Trust (Since 2016)
Timeline
Branch Relationship Manager
kotak mahindra bank
08.2021 - Current
Assistant Manager
HDFC Bank
12.2018 - 08.2021
MBA - Finance
Savitribai Phule Pune University
04.2016 - 06.2018
Bachelor of Commerce - Accounting And Finance
VNSGU University
06.2012 - 11.2015