Jitendra Kumar
New Delhi
Summary
Assistant Vice President experienced in Wealth Management and Financial Services. Achieved significant client acquisition and revenue growth through strategic planning and investment analysis. Focused on building long-term client relationships and mentoring teams to meet business targets while ensuring compliance.Dedicated executive committed to accepting and addressing challenges by embracing change and implementing improvements. Proven history of developing strategic initiatives, providing project management and offering results-focused interactions to foster growth. Adept at monitoring actions plans and initiatives to ensure alignment with corporate objectives. Offering several years of expertise in the field settings to fulfill a professional role.Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximising-sales opportunity Communicative individual presenting excellent background in leadership and team coaching. Offering an extensive career. Seeking Assistant Vice President position with an established company.
Overview
3
3
years of post-secondary education
14
14
years of professional experience
Work History
Assistant Vice President
SMIFS LIMITED
New Delhi
07.2026 - Current
- * Leading Wealth & Equity business with overall responsibility for team, clients, revenue and business growth.
- * Managed and mentored sales & relationship management team, set targets, and monitored performance to enhance team effectiveness.
- * Handling HNI, UHNI and retail clients, building long-term relationships and increasing client acquisition and retention.
- * Promoted equity investment solutions to increase business, Mutual Funds, PMS, AIF and other investment solutions.
- * Developed strategies for new client acquisition and cross-selling to drive revenue growth and business expansion.
- * Managed key client relationships, providing tailored investment and capital-market solutions aligned with client needs.
- * Coordinating with dealing, operations, compliance and back-office teams for smooth client servicing.
- Led team development, business planning, performance review, and overall operational management.
Assistant Vice President
Kunvarji Wealth Pvt Limit
New Delhi
09.2024 - 07.2026
- Directed client service operations at SMIFS Limited for equity and investment accounts.
- Prepared research notes for stock recommendations and market updates.
- Monitored trade execution and resolved settlement queries with operations staff.
- Supported relationship managers with client requests and issue follow-up.
- Analyzed market trends to guide advisory discussions and planning.
- Created and maintained a positive working environment through effective leadership practices.
- Evaluated existing processes for effectiveness and recommended improvements when necessary.
- Ensured compliance with established policies, procedures and regulations.
- Reviewed compliance documents for KYC, onboarding, and account maintenance.
Branch Manager
Master Trust Security Pvt Ltd
New Delhi
11.2022 - 09.2024
- Coordinated guard deployment, shift rosters, and attendance records
- Monitored client requirements and resolved service issues promptly
- Reviewed incident reports and escalated security concerns to management
- Trained supervisors on site procedures, access control, and reporting
- Maintained compliance with company policies and security standards
- Managed branch administration, documentation, and vendor coordination
- Built client relationships and supported contract renewal discussions
- Managed staff scheduling, hiring and training processes.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Planned work schedules to maintain adequate staffing levels.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Team Leader
Nirmal Bang Securities pvt Ltd
New Delhi
02.2020 - 11.2022
- Led securities branch team handling daily client service and trade support.
- Monitored account opening, KYC review, and document verification processes.
- Coordinated with dealers for order execution and trading desk support.
Senior Manager
Tradebulls securities pvt ltd
Delhi
05.2017 - 01.2020
- Led trading operations for securities brokerage branches and client service teams.
- Coordinated compliance checks for equity, derivatives, and depository transactions.
- Managed client portfolio reviews and account documentation across brokerage workflows.
Sales Manager
Nirmal Bang securities pvt Ltd
New drlhi
08.2012 - 05.2017
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Achieved company growth and brand development through market expansion and sales.
- Gained market share in new sales performance through aggressive team training.
- Led securities sales team across brokerage, mutual fund, and demat account services.
- Guided branch sales activities for equity, derivatives, and investment products.
- Met with sales and design departments to determine project road maps and create unique products to drive profitability and champion brand.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Oversaw regional and local sales managers and staff.
- Built sales forecasts and schedules to reflect desired productivity targets.
- Developed client relationships for Nirmal Bang securities pvt Ltd trading solutions.
- Performed sales consultations and educated clients on products and services.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Used change methodologies to increase sales and led projects for increased productivity.
Education
Delhi University
New Delhi , India 01.2007 - 07.2010
Govt Sarvodya Bal Vidyalya Krishna Nager
Delhi , India Govt Sarvodya Bal Vidyalya Krishna Nager
Delhi , India National Stock Exchange
Skills
- Investment & Portfolio Management
- Equity & Derivatives
- Mutual Funds & Financial Products
- KYC compliance
- Risk Management & Compliance
- Client Relationship Management
- Client Acquisition & Retention
- Cross-Selling & Upselling
- HNI / UHNI Client Handling
- Business Development
- Sales & Revenue Growth
- Team Training & Mentoring
- CRM & Sales Reporting
Personal Details
- Father Name :- Vijay Shah
- Date of Birth :- 20/02/1990
- Nationality :- Indian
- Gender :- Male
- Language:- Hindi ,English, Bhojpuri
- Marital :- Married
JITENDRA KUMAR
Timeline
Assistant Vice President
SMIFS LIMITED
07.2026 - Current
Assistant Vice President
Kunvarji Wealth Pvt Limit
09.2024 - 07.2026
Branch Manager
Master Trust Security Pvt Ltd
11.2022 - 09.2024
Team Leader
Nirmal Bang Securities pvt Ltd
02.2020 - 11.2022
Senior Manager
Tradebulls securities pvt ltd
05.2017 - 01.2020
Sales Manager
Nirmal Bang securities pvt Ltd
08.2012 - 05.2017
Delhi University
01.2007 - 07.2010
Govt Sarvodya Bal Vidyalya Krishna Nager
Govt Sarvodya Bal Vidyalya Krishna Nager
National Stock Exchange