HIMANSHU MATTA
Private Banker
Gurgaon
Summary
Aspiring professional seeking a role within a thriving organization to leverage interpersonal and management skills, fostering growth and achieving organizational goals through dedication and passion.
Overview
5
5
Certifications
14
14
years of professional experience
Work History
Deputy Vice President 2
Indusind Bank LTD
09.2024 - Current
- Managed a portfolio of 185+ crore across 100+ HNI/UHNI client families, delivering tailored wealth solutions.
- Provided comprehensive investment advisory services across mutual funds, PMS, AIFs, SIFs, fixed income,bonds, and insurance.
- Developed comprehensive financial plans tailored to clients goal, risk appetite, and life stage.
- Acquired new clients through referrals, networking, and market prospecting within HNI segment.
- Developed and implemented strategic asset allocation plans aligned with client risk profiles and market outlook.
- Enhanced wallet share and client loyalty by cross-selling investments, liabilities, credit cards, and secured lending.
Associate Vice President
Kotak Mahindra Bank
10.2022 - 09.2024
- Privy Relationship Manager
- Managed portfolio of high-net-worth clients, delivering customized wealth and banking solutions.
- Achieved significant growth in assets under management through strategic portfolio expansion and cross-selling.
- Collaborated with internal teams to provide comprehensive financial solutions from inception to execution.
- Delivered personalized strategies for wealth preservation, growth, and succession planning.
- Advised clients on diverse investment products, including mutual funds, PMS, AIF, insurance, and bonds.
Senior Manager
HDFC Bank
02.2022 - 10.2022
- Managed portfolio of 170+ crore CASA FD within preferred and imperia banking segments.
- Achieved revenue targets by cross-selling banking and third-party products.
- Generated business through relationship deepening initiatives and networking referrals.
- Enhanced customer experience through proactive service and prompt resolution of inquiries.
Senior Manager
Axis Bank
09.2018 - 02.2022
- Grew a portfolio of priority and burgundy clients with a total value surpassing 120 crore, maintaining high satisfaction levels.
- Provided bespoke financial solutions across various sectors, including investments and insurance.
- Surpassed sales targets through successful cross-selling and up-selling strategies in banking.
- Acquired new clients through targeted networking, referrals, and business development efforts.
Manager
Indusind Bank
01.2018 - 09.2018
- Internal Audit
- Conducted comprehensive internal audits of retail bank branches, covering operations, credit, compliance, and risk functions.
- Assessed KYC, AML, and transaction monitoring processes to reduce fraud and regulatory risks.
- Prepared detailed audit reports with findings, risk ratings, and actionable recommendations for senior management.
- Monitored audit observations and ensured closure of compliance gaps within established timelines.
Deputy Manager-II
ICICI Bank
05.2012 - 09.2016
- Managed inward clearing and ECS transactions, including verification, validation, and posting for timely settlements.
- Supported automation initiatives to improve operational efficiency across processes.
- Conducted comprehensive internal audits of retail bank branches, covering operations, credit, compliance, and risk functions.
- Assessed KYC, AML, and transaction monitoring processes to reduce fraud and regulatory risks.
- Prepared detailed audit reports with findings, risk ratings, and actionable recommendations for senior management.
- Monitored audit observations and ensured closure of compliance gaps within established timelines.
Education
M.B.A. - Banking and Finance
Manipal University
Manipal01-2015
PGDBF - Banking and Finance
ICICI Manipal Academy
Bangalore01-2012
Bachelor in Business Administration - Finance and Marketing
Dr B R Ambedkar University
Mathura01-2011
12th - undefined
CBSE Board
01-2008
10th - undefined
CBSE Board
01-2006
Skills
Wealth management and financial planning
Client acquisition strategies
Risk assessment and compliance
KYC and AML practices
Cross-selling techniques
Certification
2025 Portfolio Management Services Series- XXI A
PROFESSIONAL PROFILE
Dynamic and results-driven Private Banking professional with 14 years of experience in managing High Net Worth (HNI) and Ultra High Net Worth (UHNI) client portfolios. Expertise in delivering customized wealth management solutions, investment advisory, financial planning, and portfolio management strategies aligned with clients' financial objectives. Proficient in asset allocation, wealth creation, risk management, and banking operations, with a strong understanding of regulatory compliance and audit requirements. Demonstrated success in building long-term client relationships, enhancing client satisfaction and retention, and driving business growth through strategic financial advisory and relationship management.
AREAS OF EXPERTISE
Wealth & Investment Advisory
- Portfolio Management & Asset Allocation
- Investment Advisory
- Financial Planning & Goal Based Investing
- HNI/ Private Client Relationship management
Sales and Business Development
- Client Acquisition & Retention
- Cross selling & Revenue Growth
- Relationship Building & Client Engagement
Banking & Financial Services
- Retail & Private Banking Products
- Credit & Lending Solutions
- Financial Market Awareness
Operations & Process Excellence
- Banking Operations & Clearing(ECS,Inward Clearing)
- Transaction Monitoring
- Process Improvement & Efficiency
Audit, Risk & Compliance
- Internal Audit and Branch Audits
- Regulatory compliance(RBI,KYC,AML)
- Fraud Detection & Prevention
Analytical & Interpersonal Skills
- Financial Analysis & Portfolio Review
- Problem solving & Decision Making
- Communication & Stakeholder Management
PERSONAL MINUTAE
- Date of Birth: 21st December 1989
- Present Address: E-2038 3rd Floor Ansal Esencia Gurgaon Sector 67 Pincode:122001
- Permanent Address: 75-C Krishna Nagar Mathura,UP Pincode: 281004
Timeline
Deputy Vice President 2
Indusind Bank LTD
09.2024 - Current
Associate Vice President
Kotak Mahindra Bank
10.2022 - 09.2024
Senior Manager
HDFC Bank
02.2022 - 10.2022
Senior Manager
Axis Bank
09.2018 - 02.2022
Manager
Indusind Bank
01.2018 - 09.2018
Deputy Manager-II
ICICI Bank
05.2012 - 09.2016
10th - undefined
CBSE Board
12th - undefined
CBSE Board
Bachelor in Business Administration - Finance and Marketing
Dr B R Ambedkar University
PGDBF - Banking and Finance
ICICI Manipal Academy
M.B.A. - Banking and Finance
Manipal University