Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies
Extra Curricular Activities
Strengths and weaknesses
Additional Information
Timeline
Intern

Kamal

Portfolio Manager
NEW DELHI,DELHI

Summary

To enhance my knowledge and skills by working with an organization and dealing with different customers for the organizational as well as personal growth and satisfaction of customers.

Successful investment analyst with strong leadership skills, an analytical nature and an in-depth understanding of portfolio management. Good presentation, relationship-building and organizational skills.

Overview

2
2
Certifications
7
7
years of post-secondary education
4
4
years of professional experience

Work History

Designation- Portfolio Manager

MJB Properties
Dubai , Dubai
2020.07 - 2020.09
  • Nature of work- Selling Financial and non financial investments (Debentures and Properties)
  • Recommended investment strategies to meet client financial objectives.
  • Assessed exposure, compared valuations and evaluated threats to strategies.
  • Facilitated portfolio performance review and implemented new strategies.

Designation- Portfolio Manager

Square Yards real estate LLC
Dubai , Dubai
2019.12 - 2020.06
  • Nature of work- Selling financial and non financial investments (selling properties of Dubai and Debentures of company).
  • Provided strategy advice to high net worth clients.
  • Recommended investment strategies to meet client financial objectives.
  • Maintained excellent attendance record, consistently arriving to work on time.

Senior Relationship Manager

ICICI Bank
New Delhi , Delhi
2016.06 - 2019.12
  • Nature of work- Team leader, customer service and sales ( Leading the team of privilege Bankers as well as managing own portfolio and acquiring new wealth customers).
  • Previous Role- Privilege Banker ( Managing the portfolio and enhance the relationship by cross selling financial products like Insurance, mutual fund, loans etc and acquiring new customers).
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Internship Student

Stock Holding Corporation of India Ltd
KURUKSHETRA , HARYANA
2015.06 - 2015.07
  • Topic of internship- National Pension System with Client`s expectations and Satisfaction.

Education

MBA - Finance

Kurukshetra University
Kurukshetra (Haryana)
2014.05 - 2016.07

B.com - Commerce

Kurukshetra University
Kurukshetra (Haryana)
2011.05 - 2014.06

Senior Secondary - Haryana Board of School Education

Guru Nanak Sen Sec School
Kurukshetra
2010.04 - 2011.03

Secondary - Haryana Board of School Education

Guru Nanak Sen Sec School
Kurukshetra
2008.04 - 2009.03

Skills

Manager support

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Certification

AMFI (Mutual Fund Distributors Certification Exam)

Accomplishments

  • Supervised team of 5 staff members.
  • While working with ICICI Bank I got the promotion in very first year of my career.
  • Got another promotion for the role of a team leader even when my promotion was not due so I got 2 promotions in 3 years at ICICI bank
  • Went to Shah Rukh Khan night at BKC (Mumbai) by winning national level contest in mutual fund organized by ICICI prudential AMC.
  • Qualified for national level Cruise event organized by ICICI Bank for Fixed deposits.
  • Went to Goa for qualifying the event organized by ICICI prudential Life Insurance for selling life insurance.
  • Apart from these won may regional level contest in General insurance, Foreign exchange and credit cards etc.

Hobbies

• Playing chess

• Cooking

• Dairy writing

Extra Curricular Activities

• Two times 1st position in Twist a Tail at crossiance event organized by Kurukshetra University

• 2nd Position in Nukkad Natak at Thapar University.

• 3rd Position in Ad-Mad show at TERII.

Strengths and weaknesses

STRENGTHS

• Work under pressure

• Peaceful Nature

• Effective Learner

• Team spirit

• Politeness

• Honesty

WEAKNESSES

• Dissatisfied

• Nervous

• Set goals and expectations too high.

Additional Information

• Father’s Name- Sh. Shiv Kumar

• Mother’s Name- Smt. Paramjeet Kaur

• Date of Birth-1st Aug, 1994

• Marital Status- Single

• Nationality- Indian

• Languages Known- Hindi, English, Punjabi, Haryanvi

• Permanent Address- H.No 7/1, B.B.M.B colony, sector 13

Kurukshetra,(HARYANA) India Pin- 136118

Timeline

Designation- Portfolio Manager

MJB Properties
2020.07 - 2020.09

Designation- Portfolio Manager

Square Yards real estate LLC
2019.12 - 2020.06
AMFI (Mutual Fund Distributors Certification Exam)
2019-10
IRDA (Licensing of Insurance Agents)
2017-02

Senior Relationship Manager

ICICI Bank
2016.06 - 2019.12

Internship Student

Stock Holding Corporation of India Ltd
2015.06 - 2015.07

MBA - Finance

Kurukshetra University
2014.05 - 2016.07

B.com - Commerce

Kurukshetra University
2011.05 - 2014.06

Senior Secondary - Haryana Board of School Education

Guru Nanak Sen Sec School
2010.04 - 2011.03

Secondary - Haryana Board of School Education

Guru Nanak Sen Sec School
2008.04 - 2009.03
Kamal Portfolio Manager