Anup Mishra

Dynamic Investment Specialist and Visionary Leader.

With extensive expertise in Institutional Business and Family Offices at DSP Mutual Fund, where I currently manage an impressive portfolio of 1500 crore, complemented by my previous experience managing a 600 crore portfolio at HDFC Mutual Fund. My professional journey began at ICICI Prudential, playing a pivotal role in developing the B2C Market while growing my AUM from 60 crore to 400 crore through strategic client acquisition and portfolio management. Beyond numbers, I thrive on driving mutual fund business growth, providing daily market insights, and ensuring success through expert investment counsel. As an Investment Specialist, I empower both clients and colleagues to achieve targets while staying ahead of market trends, consistently delivering exceptional value through insightful financial strategy and market intelligence.

In HDFC Mutual Fund, I engage with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs), as well as Family Offices, to present a suite of financial products including Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF). My responsibilities include introducing financial solutions, such as tailoring the HDFC AMC's diverse product offerings to meet client needs, thereby constructing and periodically revising robust portfolios. Client Relationship Management: Fostering deeper connections with clients to enhance HDFC AMC's share of their financial investments. Business Development: Expanding my network to uncover new business prospects and opportunities. Service Excellence: Upholding the highest standards of service and ensuring all client interactions are handled with utmost professionalism.

At ICICI Prudential Asset Management Company Ltd,

I served as both a Wealth Relationship Manager and Investment Counsellor, demonstrating exceptional financial acumen in client portfolio management. Key responsibilities included advising clients on financial planning strategies and investment solutions tailored to individual and corporate needs. I also mentored 8 Wealth Managers, helping them develop product knowledge and client engagement skills Leveraging my expertise, I achieved remarkable growth in Assets Under Management, expanding from 30 crore to 400 crore through strategic client acquisition and portfolio optimization. My success stemmed from in-depth market analysis, timely investment recommendations, and building trusted client relationships focused on long-term wealth creation.

As a dynamic Senior Officer at Yes Bank, I worked in the direct acquisition team, My role involved sourcing new Current s Savings Accounts, Business loans, Personal Loans, Car loans, Home Loans, Life, and General Insurance. Collaborating closely with the Trade and Forex department, I facilitated LC and BG openings, as well as cleared foreign remittances. My commitment extended beyond transactions. I excelled in cross- selling life insurance, mutual funds, and other investment products. Through strategic acumen and unwavering dedication I contributed significantly to Yes Banks growth.