Kanwar Abhay Singh
Dehradun
Summary
Seasoned Wealth Manager with 10 years of background in both portfolio management and strategic business development. Strengths lie in developing customized investment strategies for high net worth individuals, as well as navigating complex financial landscapes. Proven ability to build, maintain and leverage client relationships; adept at helping clients achieve financial goals through sound investment decisions. Made significant impact by driving growth for previous employers and providing clients with strategic wealth management advice.
Overview
10
10
years of professional experience
1
1
Certification
Work History
AVP- Sr. Priority Relationship Manager
Kotak Mahindra Bank
Dehradun
10.2023 - Current
- Supervised management of High Net Worth Individuals and Ultra-High Net Worth Individuals.
- Achieved significant growth in assets under management, increasing from 13 cr to 72 cr annually.
Affluent Manager - Senior Manager
Axis Bank
Dehradun
09.2021 - 10.2023
- Managing Burgundy & NR customers under assigned portfolio of Axis
- Managing a book size of above 110 cr (SA+TD+Portfolio)
- Assigning work processes as per targets for self & team
- Ethical working by self and team in order to achieve targets
Branch Manager
HDFCAMC
Roorkee
06.2015 - 08.2021
- Adhere to market situations, penetration of HDFC mutual fund products
- Generating innovative ideas to enhance distributor base
- Enhance Market share in assigned market
- Provide services to channel partners i.e
- IFA, Banks and ND's
Education
MBA - Information systems management
UPES Dehradun
Dehradun06.2015
B.Tech - Information Technology
Himachal Pradesh University
01.2012
High school or equivalent -
M.D.D.A.V High School
01.2008
Some College (No Degree) - Wealth Management
American Academy Fin. Mngt.
Skills
- Advance Excel (MIS)
- Public speaking
- Comp Marketing Strategies
- Team management
- Portfolio management
- Business Enhancement
- Market Awareness
- Relationship Management
- Supervising
- Portfolio design
- Growth planning
- Financial acumen
Certification
Chartered Financial Analyst, Investment Foundation certified, NISM XA, XB, 5A, 5C, Advanced financial literate & Portfolio developer, Online- Organization Analysis Stanford University, Online- Security & risk management University of Washington, 02/01/18, 02/01/21
Languages
- English
- Hindi
- Punjabi
Publications
The Big Picture, rapidtech.blog.in, Blog about latest technologies-Cloud Computing, Business Analytics, Big Data
Projects
Online Supply Chain Project, 03/01/15, Home delivery food & Grocery store system
Personal Information
Date of Birth: 08/21/90
Father'sname
Mr. Vijay Singh Thakur
Timeline
AVP- Sr. Priority Relationship Manager
Kotak Mahindra Bank
10.2023 - Current
Affluent Manager - Senior Manager
Axis Bank
09.2021 - 10.2023
Branch Manager
HDFCAMC
06.2015 - 08.2021
Chartered Financial Analyst, Investment Foundation certified, NISM XA, XB, 5A, 5C, Advanced financial literate & Portfolio developer, Online- Organization Analysis Stanford University, Online- Security & risk management University of Washington, 02/01/18, 02/01/21
MBA - Information systems management
UPES Dehradun
B.Tech - Information Technology
Himachal Pradesh University
High school or equivalent -
M.D.D.A.V High School
Some College (No Degree) - Wealth Management
American Academy Fin. Mngt.
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