Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Accomplishments
Certification
Languages
Timeline
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Himanshu Kumar

Himanshu Kumar

Gurgaon

Summary

Dynamic wealth management professional with extensive experience at Standard Chartered Bank, excelling in client portfolio management and investment strategies. Proven track record in enhancing customer satisfaction through effective complaint resolution and relationship building. Adept at cross-selling financial products, driving revenue growth, and mentoring teams to achieve performance improvement.

Overview

8
8
years of professional experience
1
1
Certification

Work History

SR. Branch Relationship Manager

Standard Charted Bank
Gurgaon
08.2023 - Current
  • Conducted financial analysis of clients' portfolios to identify and recommend appropriate investment strategies.
  • Provided comprehensive wealth management services to high-net-worth individuals, including asset allocation, retirement planning, estate planning, and tax management.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Analyzed the client's risk tolerance level and offered customized investment advice accordingly.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Identified new opportunities for the diversification of clients' portfolios according to market trends and conditions.
  • Managing all banking operational activities, such as corporate accounts, current accounts, savings accounts, NRI accounts, life insurance, mutual funds, demat, general insurance, foreign exchange, and all types of retail loans.
  • Cross sale of banking financial products, like CASA, MFs, life insurance, and all other types of advances, including forex, etc.
  • Responsible for achieving core revenue for the branch.
  • Initiating and sustaining efforts for bettering customer satisfaction through regular relationship cells, identifying, and conducting consultation sessions for customers.
  • Providing effective resolution to customer queries, and improving relationships with the customer by anticipating customer future requirements, thereby ensuring a positive customer experience.
  • Supervising complaint management involves addressing all escalations and resolving them within the specified Turnaround Time (TAT).

Wealth Relationship Manager-NR Business

IndusInd Bank
Gurugram
10.2022 - 08.2023
  • Cultivated lasting relationships with high-net-worth clients to enhance financial management.
  • Advised clients on investment strategies to align with financial goals and risk tolerance.
  • Managed client portfolios, ensuring compliance with regulatory standards and policies.
  • Provided ongoing support regarding account inquiries or changes in regulations or policies related to investments.

Wealth Manager

RBL BANK
Gurgaon
07.2021 - 11.2022
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Analyzed client's risk tolerance level and offered customized investment advice accordingly.
  • Recommended strategies to clients to help achieve financial goals.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.

Deputy Manager, Banking

ICICI Bank Ltd
New Delhi
07.2017 - 07.2021
  • Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
  • Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries.
  • Collaborated with other departments to ensure alignment of goals across teams.
  • Maintained a positive work environment that promoted collaboration between team members.

Education

Post Graduate Diploma - Investment Banking

Indian Institute Of Management
Indore
07.2022

Post Graduate Diploma - Banking

ICICI Manipal Academy (Manipal University)
Bangalore
01.2017

B.SC - Physics Graduate

Magadh University
Bodh Gaya
01.2014

Intermediate - Science

BSEB
PATNA
01.2011

Skills

  • Work planning
  • Technical support
  • Team supervision
  • Quality improvement
  • Complaint resolution
  • Client service
  • Mentoring
  • Sales expertise
  • Performance improvement
  • Goal setting
  • Wealth management
  • Investment strategies
  • Client portfolio management
  • Regulatory compliance
  • Cross-selling products
  • Customer relationship management
  • Financial analysis

Hobbies and Interests

Interaction and explore people, community service., Reading Novels., Traveling and Listening Music

Accomplishments

  • TECHNICAL AND INTERPERSONAL SKILLS
  • Good knowledge of MS-Excel, MS-Word, MS-Power Point
  • Capable of working in a team and remain calm in adverse situation
  • Effective presentation and communication skills, both verbal and written
  • Comprehensive problem solving abilities and willingness to learn
  • Relationship Management.
  • Maximized efficiency and reduced personnel hours by reworking job descriptions.

Certification

  • Depository Operation Certification (From NISM).
  • Mutual Fund Certification (From NISM).
  • IRDA Certification (From IRDA).

Languages

English: C2, Hindi: C2, Gujarati: C2

Timeline

SR. Branch Relationship Manager

Standard Charted Bank
08.2023 - Current

Wealth Relationship Manager-NR Business

IndusInd Bank
10.2022 - 08.2023

Wealth Manager

RBL BANK
07.2021 - 11.2022

Deputy Manager, Banking

ICICI Bank Ltd
07.2017 - 07.2021

Post Graduate Diploma - Investment Banking

Indian Institute Of Management

Post Graduate Diploma - Banking

ICICI Manipal Academy (Manipal University)

B.SC - Physics Graduate

Magadh University

Intermediate - Science

BSEB

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