Arvind Aarya
Kushinagar
Summary
Dedicated Relationship Manager with 5 years of experience in the banking and financial services sector, specializing in mutual funds, equity advisory, portfolio management, and client relationship development. Proven ability to drive CASA growth, cross-sell investment and insurance products, conduct risk profiling, and deliver tailored financial solutions. Strong understanding of equity markets, MF products, regulatory compliance, and customer retention strategies. Recognized for achieving sales targets, managing HNI and priority portfolios, and enhancing overall customer satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Manager
UTI Asset Management Company
Prayagraj, Uttar Pradesh
12.2025 - Current
- Acquired and onboarded new IFAs and banking channel partners to expand distribution network
- Drove mutual fund sales through distribution channels, including equity, debt, and SIP products
- Managed and strengthened relationships with IFAs and bank RMs to improve business productivity
- Achieved AUM growth through regular partner engagement and joint sales initiatives
- Conducted product trainings, portfolio discussions, and sales support for channel partners
- Ensured full compliance with SEBI / AMFI guidelines and internal processes
- Monitored MIS, tracked targets, and supported channel-wise business growth
Relationship Manager PB
HDFC Bank LTD
Padrauna
03.2025 - 12.2025
- Banking products such as Current Accounts, Savings Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards, Mutual Funds, and Fixed Deposits.
- Actively participate in branch operations and sales equally to ensure branch sales targets are met.
- Achieve assigned sales targets by proactively identifying opportunities to cross-sell, and promoting banking products to existing and potential clients.
- Address and resolve classic customer inquiries, concerns, and issues promptly, ensuring a satisfactory customer experience.
- Monthly revenue generation by overall value enhancement of the existing customer base and generating new business by increasing the mapped portfolio size.
Customer Relationship Executive
State Bank of India
Rohtak
05.2022 - 03.2025
- Worked to achieve high customer satisfaction rates by providing optimal customer service and creative TAT work.
- Helped to increase customer return rates by providing excellent customer service at all times.
- Utilized the customer relationship management system to track sales activities.
- Provided doorstep Banking of HNI Customers and cross Sales of Mutual fund retail assets and acquisition NTB & ETB.
Relationship Manager (PB)
ICICI Bank LTD
Mumbai
09.2021 - 05.2022
- Maintain Productivity and Performance compliance services and operation in a Branch.
- Generate revenue through portfolio customer who are maintaining total relationship value 10 lakh and above.
- Banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits.
- Cross selling of new products and services for both new and existing privilege HNIs customers and equation NTB and ETB.
Relationship Officer
KARVY Stock Broking
Varanasi
03.2019 - 09.2020
- Advising HNI clients on their Investments and managing their overall financial portfolio and deepening clients on their Investments.
- Channel sales B2B acquired independent financial adviser and sales Mutual fund corporate fixed deposit, life & health insurance, capital gain and NCDs etc.
- Cold call and appropriate within market and geographic area to ensure a pipeline of opportunities.
- Research and build relationship with new client.
- Managing their overall financial portfolio and deepening.
Education
MBA - Finance & Marketing
Mahatma Gandhi Kashi Vidyapith
VARANASI06.2019
B.com - Financial Marketing Management
Banaras Hindu University
VARANASI06.2017
12TH H.S.C. - 10+2 with Commerce
Pawanagar Mahavir Intercollage
FAZILNAGAR, UTTAR PRADESH06.2013
10TH S.S.C. -
Vivekanand Intermediate Collage
KUSHINAGAR, UTTAR PRADESH06.2011
Skills
- Relationship management
- Wealth management
- Financial advising
- Market research
- Effective communication
- Service delivery enhancements
Certification
• NISM Series-XXI-A: Portfolio Management Services (PMS), NISM, 07/01/24.
• NISM VA: Mutual Fund Distributors, by NISM, 06/01/24, 06/01/27.
• Financial Planning, NSE Academy, 04/17/23.
• Investment Analysis and Portfolio Management, by NSE Academy, 04/14/23.
• Wealth Management, by NSE Academy, 04/01/23.
• Financial Markets Beginners' Module, by NSE Academy, 04/01/23.
• NISM VA: Mutual Fund Distributors, by NISM, 06/01/24, 06/01/27.
• Financial Planning, NSE Academy, 04/17/23.
• Investment Analysis and Portfolio Management, by NSE Academy, 04/14/23.
• Wealth Management, by NSE Academy, 04/01/23.
• Financial Markets Beginners' Module, by NSE Academy, 04/01/23.
Extracurricular Activities
Two Days National Seminar 'Digitalization: A Path toward Economic', Varanasi, Uttar Pradesh
Hobbies and Interests
- Travelling
- Playing Badminton
Personal Information
- Date of Birth: 05/15/96
- Nationality: Indian
- Marital Status: Married
Languages
- English
- Hindi
Timeline
Relationship Manager
UTI Asset Management Company
12.2025 - Current
Relationship Manager PB
HDFC Bank LTD
03.2025 - 12.2025
Customer Relationship Executive
State Bank of India
05.2022 - 03.2025
Relationship Manager (PB)
ICICI Bank LTD
09.2021 - 05.2022
Relationship Officer
KARVY Stock Broking
03.2019 - 09.2020
MBA - Finance & Marketing
Mahatma Gandhi Kashi Vidyapith
B.com - Financial Marketing Management
Banaras Hindu University
12TH H.S.C. - 10+2 with Commerce
Pawanagar Mahavir Intercollage
10TH S.S.C. -
Vivekanand Intermediate Collage