DEEPAK KUMAR
Chennai
Summary
Experienced investment professional skilled in mutual funds, wealth management products, and alternative investments, with a strong background in team leadership and business growth. Proven ability to build relationships, optimize business performance, and drive strategic priorities. Seeking to leverage expertise in financial planning services and investment advice as a Portfolio Manager.
Overview
1
1
Language
1
1
Certification
12
12
years of professional experience
Work History
Team Leader - Affluent, Private Banking & ISEC Channel
ICICI Prudential Asset Management Company Ltd
01.2024 - Current
- Lead and manage a team responsible for driving mutual fund business across Affluent, Private Banking, and ICICI Securities (ISEC) channels.
- Drive business performance in line with strategic priorities and targets set by the organization.
- Engaged with channel partners to strengthen relationships, enhance productivity, and align efforts with corporate objectives.
- Provide product training, performance reviews, and on-ground support to team members to optimize efficiency and goal achievement.
- Ensure adherence to compliance, process guidelines, and maintain high standards of client servicing and portfolio management.
- Team Leader – Wealth Management, Private Banking & Family Office | Chennai
- Leading the Chennai market for Wealth Management, Private Banking and Family Office business through strategic partnerships with the ICICI Banking and Securities ecosystem.
- Lead and manage a high-performing team responsible for driving investment and wealth management business across Affluent, Private Banking, HNI/UHNI and Family Office segments.
- Develop and execute business strategies to drive AUM growth, revenue, SIP mobilisation, lump-sum investments and penetration of investment products.
- Build and strengthen relationships with senior stakeholders, Relationship Managers, Private Bankers, Wealth Managers and key channel partners.
- Drive acquisition and deepening of HNI/UHNI and Family Office relationships by identifying investment opportunities and providing suitable wealth and investment solutions.
- Focus on Mutual Funds, PMS, AIF, Bonds/NCDs, Equity and other alternative investment products to meet client investment objectives.
- Coach, mentor and develop team members through regular reviews, product training, capability building and on-ground business support.
- Monitored team performance and business targets, ensuring execution of strategic priorities to drive AUM and revenue growth.
- Work closely with banking and wealth channels to increase wallet share, client engagement and investment penetration.
- Drove market development and competitive positioning in Chennai region through relationship management and business development initiatives.
Relationship Manager (SBG)
SBI Funds Management Limited
09.2021 - 12.2023
- Drove business growth in SBG channel, increasing and maintaining market share for AMCs products among existing clients.
- New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).
- Building relationship with SBI Bank Staff and their Leaders /Corporate / distributors / SMEs.
- Channel Development & networking skills for achieving Channel Sales.
- Expanded network of contacts with intermediaries and institutional and corporate investors to facilitate business opportunities.
- Customer focus and results-oriented approach.
- Managing 300cr Aum.
Investment Manager
Motilal Oswal Financial Services
05.2019 - 09.2021
- Efficiently Build & maintain a high performing team by Trainings, Capability Building, Developing and motivating groups of skilled professionals.
- Conducting in-depth reviews of client's current Investment Portfolio and align it with the client's financial goals, current provision and planned milestones. Also to providing client with information on new and existing products and schemes to suit his Financial Goals.
- Ensuring the continuous process of Learning and Capability building of Team Members for Investment Products (Mutual Funds, PMS, Structured Products etc.).
- Expanded the client base by creating new investors in mutual funds and investment products from existing clients.
- Conducting in-depth reviews of client's current Investment Portfolio and aligning it with the client's financial goals, current provision and planned milestones. Also to provide client with information on new and existing products and schemes to suit his Financial Goals.
- Planned and organized financial product seminars at branch and region levels to enhance client penetration.
Wealth Manager
ICICI Securities Limited
04.2015 - 04.2019
- Chief Relationship Manager at ICICI Securities Ltd -Providing Financial modeling, financial analysis, risk tolerance assessments and retirement illustration to high net-worth clients for strategies today through retirement.
- Key Relationship Manager at ICICI Securities Ltd- Advising HNI - Retail Customer portfolios and generating revenue for the same.
- Senior Relationship Manager (Aug-2015 to Feb-2016) at ICICI Securities Ltd - Dealing with Branch Operation and meet Revenue target across a certain set of customers by Nurturing Client relationship and providing solution to the customer by evaluating their financial needs.
- Maintaining and developing existing relationship of high net-worth individual (HNI) and potential client with the organization and acquiring new potential customer.
- Management Trainee (June-2015 to Aug-2015) at ICICI Securities Ltd - Responsibility also includes handling the investment portfolio of the potential client mapped to me and reviewing their portfolio on regular a regular interval and recommending the future course of action as per our research recommendation and selling customized Wealth Management Solutions across.
- Qualified for international trip to Macau for achieving top performance in Mid Year Challenge.
- Qualified for international trip to Phuket based on exceptional sales performance.
- Achieved qualification for international trip to Dubai, securing additional seat for top national performance.
- Qualified for Shikhar National Trip by demonstrating exceptional performance and dedication.
- Received multiple awards for maintaining consistent and outstanding performance.
Education
Master of Business Administration - Human Resource Management and Marketing Management
Sathyabama University
Bachelor of Science - Computer science
SRM University
H.S.C. -
Doranda college
S.S.C. -
St.joseph's public school
BiharSkills
- Mutual Funds
- Wealth management products
- Debt instruments
- Alternative products
- Insurance
- Banking products
- Equity
- Investment Products
- Investment advice
- Insurance advice
- Tax planning
- Retirement planning
- Estate planning
- Business relations
- Profitability
- Technical analysis
- Comparative analysis
- Advance Derivative
- Mutual Fund
- FD/Bonds
- NCD
- Life Insurance
- GI
- PMS
- Private Equity
- AIF
- Loan
- NPS
- Financial Learning
- Financial planning services
- Teamwork
- Leadership
- Adaptability
- Interpersonal skills
- FD/Bonds, NCD
- Life Insurance, GI
- PMS/Private Equity/AIF
- Loan/NPS
- Financial Learning & Financial planning services
Personal Information
- Date of Birth: 1993-12-23
- Nationality: Indian
- Marital Status: Married
Certification
- NISM Series V-A: Mutual Fund Distributors Certification
- NISM Series I: Currency Derivatives Certification
- NISM Series IV: Interest Rate Derivatives Certification
- NISM Series VIII: Equity Derivatives Certification
- NISM Series XXI-A: Portfolio Management Services (PMS) Distribution Certification Examination
- Certification in Life Insurance IRDA
- Anti money laundering (AML)
- Advance derivative certification conducted by ICICI Direct
HOBBIES AND INTERESTS
Watching news and Cooking, Engaging with new people
DISCLAIMER
I hereby declare that all the information provided above is true to the best of my knowledge. I shall be responsible under any circumstances.
PERSONAL INFORMATION
- Total Experience: 10+ Years
- Date of Birth: 1993-12-23
- Nationality: Indian
- Marital Status: Married
Timeline
Team Leader - Affluent, Private Banking & ISEC Channel
ICICI Prudential Asset Management Company Ltd
01.2024 - Current
Relationship Manager (SBG)
SBI Funds Management Limited
09.2021 - 12.2023
Investment Manager
Motilal Oswal Financial Services
05.2019 - 09.2021
Wealth Manager
ICICI Securities Limited
04.2015 - 04.2019
Master of Business Administration - Human Resource Management and Marketing Management
Sathyabama University
Bachelor of Science - Computer science
SRM University
H.S.C. -
Doranda college
S.S.C. -
St.joseph's public school