ARUN KUMAR ARUMUGAM
Master Of Business Administration
Sirumugai, Mettupalayam, Coimbatore
Summary
Looking forward for a challenging environment where I can learn and apply my learnt knowledge and skills for the betterment and growth of the organization.
Overview
6
6
years of professional experience
19
19
years of post-secondary education
Work History
Deputy Manager
HDFC BANK Ltd
03.2022 - Current
- Assist customers daily in opening and closing accounts, and cross-sell related products such as overdraft protection; refer other sales opportunities such as college financial planning to appropriate personal banker
- Help customers with tasks such as resolving account issues, putting in special account instructions, making wire and telephone transfers, and handling stop payments
- Meet with manager to set and exceed sales goals for a diverse customer base
- Help customers understand what is happening with their money and to feel confident in the bank’s ability to help
- Take over bank teller duties when needed, maintaining top quality in front-line coverage
- Maintain professional appearance and behavior for customers at all times
Relationship Manager
Bajaj Capital
01.2021 - 02.2022
- Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
- Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products
- Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generating leads
- Achieving Revenue Targets.
Senior Analyst
State Street HCL
10.2019 - 01.2021
- Processing the trades executed by various Investment managers in various funds
- Taking care of whole funds without cash breaks
- Training new employees in the process
- Responsible for overall valuation of the Investment managers.
Investment Advisor
SHAREKHAN LTD
09.2018 - 09.2019
- Managing High Net worth Investors
- Portfolio Management for Mutual Fund Investors
- Developing and Maintaining Business relationship with clients
- Taking Care of Whole Branch Mutual Fund target.
Equity Advisor
Karvy Stock Broking Ltd
04.2017 - 07.2018
- Interact with clients to update them on research call s and advising them on asset allocation within their portfolio and guide them on Buy, Sell orhold strate gy
- Keep abreast of micro & macroeconomic indicators global & domestic financial markets and impact on stock movements
- Help customers to Execute trade online and place orders on behalf of customers
Education
Master of Business -
Administrationat Vivekananda Institute of Management Studies
09.2015 - 03.2017
Bachelor of Mechanical Engineering -
JKK Nataraja College of Engineering and Technology
07.2011 - 04.2014
Diploma - Mechanical Engineering
NanjiahLingammal Polytechnic College
09.2008 - 04.2011
SSLC -
Gandhi Matriculation Higher Secondary School
08.1996 - 04.2008
Skills
NISM VIII DERIVATIVES
Timeline
Deputy Manager
HDFC BANK Ltd
03.2022 - Current
Relationship Manager
Bajaj Capital
01.2021 - 02.2022
Senior Analyst
State Street HCL
10.2019 - 01.2021
Investment Advisor
SHAREKHAN LTD
09.2018 - 09.2019
Equity Advisor
Karvy Stock Broking Ltd
04.2017 - 07.2018
Master of Business -
Administrationat Vivekananda Institute of Management Studies
09.2015 - 03.2017
Bachelor of Mechanical Engineering -
JKK Nataraja College of Engineering and Technology
07.2011 - 04.2014
Diploma - Mechanical Engineering
NanjiahLingammal Polytechnic College
09.2008 - 04.2011
SSLC -
Gandhi Matriculation Higher Secondary School
08.1996 - 04.2008
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