Anjali Kumar
Delhi
Summary
MBA (Finance) candidate at IIM Udaipur with experience in HNI portfolio management, analysis, negotiation and valuation. Skilled in financial modelling, forecasting, and Excel, with industry exposure at Kotak Mahindra Bank, ICICI Lombard, and NITI Aayog. Pursuing CFA, ACCA, with strong ability to support management, planning, reporting.
Overview
5
5
years of professional experience
Work History
Wealth Manager
Kotak Mahindra Bank
Mumbai
04.2025 - Current
- Managed over ₹27+ Cr AUM across 30+ HNI clients, offering portfolio insights and asset-allocation guidance
- Analysed, reviewed portfolio performance and risks, recommending rebalancing as per market movements
- Served as main link between clients and teams (Forex, Working Capital, etc.), for coordinated communication
- Ensured regulatory compliance, robust risk awareness, due diligence in client onboarding and portfolio handling
- Delivered 2% AUM growth while formulating strategic initiatives to drive new HNI client acquisition for the bank
- Strengthened client retention to 98%+, leveraging strong communication and stakeholder management skills
- Supported internal teams with data analysis, reporting, ensuring compliance with bank's investment guidelines
Strategy Intern
ICICI Lombard
Mumbai
04.2024 - 05.2024
- Conducted root-cause analysis to identify inefficiencies, delays, procedural gaps, and documentation errors
- Worked with the PMT and CRM teams to recommend improvements in the claims settlement process
- Built structured-solution flow, incorporating AI-based interface for faster client query handling and processing
- Only intern selected to assist with real-time claim assessment and data interpretation at the Hyderabad HQ
- Prepared analytical dashboards, presentationa and summary reports for senior leadership decision-making
Monitoring and Evaluation Internship
NITI Aayog
Delhi
03.2021 - 07.2021
- Conducted quantitative analysis of 21+ districts of 6 states using R, regression insights, and indicator tracking.
- Designed and conducted surveys, interviews, and field-level data checks to measure programme outcomes.
- Prepared a detailed national-level analytical report, evaluating projects under the EAP-SDG scheme.
- Report was approved, appreciated by Mission Director, Mr. Rakesh Ranjan, for its quality, analytical depth.
Education
MBA - Finance
IIM Udaipur
04-2025
Bachelor of Science - Mathematics
St. Stephen's College
Delhi06-2022
Skills
- Advanced Excel ( Pivot, Lookups, Dashboards,etc)
- Financial Modelling & Valuation
- Variance Analysis, Budgeting & Planning
- Performance Reporting & Management Insights
- Tools: R, PowerPoint
- Data-Driven Problem Solving
- Cross-Functional Collaboration
- Stakeholder Communication
Affiliations
- Won a cash prize and runner-up position in Symbiosis Noida's "Just a Minute" speaking competition
- Represented Kazakhstan as a delegate in the Crisis Committee at the Miranda House Model United Nations
Accomplishments
- Achieved outstanding academic feat by obtaining first division in BSc Mathematics at St. Stephen's College
- Honored with Brilliant Student Award for exceptional academic excellence, achieving 97% in PCM in Class XII
- Awarded a Certificate of Merit for exemplary academic excellence, attained a perfect CGPA of 10 in Class X
- National semi-finalist in the EY Techathon 4.0 competition, selected from over 125,000 participants
- Secured 3rd position in Budget-o-nomics 2024, an inter-college case competition by IIM Indore
Timeline
Wealth Manager
Kotak Mahindra Bank
04.2025 - Current
Strategy Intern
ICICI Lombard
04.2024 - 05.2024
Monitoring and Evaluation Internship
NITI Aayog
03.2021 - 07.2021
MBA - Finance
IIM Udaipur
Bachelor of Science - Mathematics
St. Stephen's College