Kunal Kumar
New Delhi
Summary
Expertise in customer relationship management, and conflict resolution. Reliable, bilingual and courteous self-starter seeking to leverage my unique background into a customer liaison role with a growing organization.
Results-driven Wealth Relationship Manager known for exceptional productivity and efficient task completion. Possess in-depth knowledge of financial planning, investment strategies, and customer relationship management. Excel in communication, problem-solving, and adaptability to meet client needs and exceed expectations. Committed to leveraging these skills to build and maintain strong client relationships while driving financial success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
ICICI BANK
New Delhi
03.2023 - Current
- Researched new products and services available in the marketplace to provide better options to customers.
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Monitored client portfolios regularly to identify any discrepancies or irregularities in transactions.
Customer Relation Executive
CONNEQT BUSINESS SOLUTION LIMITED
12.2021 - 11.2022
- Achieved 90% overall collection target in my first month of joining.
- My role is to maintain monthly targeted Credit Portfolio Product (CTG).
- Customer Retention is the primary role and solving customer query with customer satisfaction.
Sales and Marketing Intern
Shriram Life
06.2021 - 08.2021
- Achieved Certificate of Appreciation from Shriram Life for my outstanding performance during the Internship.
- Thorough knowledge of financial product ranges and also understanding the target market.
Education
Post Graduate Diploma in Banking - Banking And Finance
Manipal Academy of Higher Education
Bangalore 11-2023
Master of Business Administration - FINANCE and IT
Mangalmay Institute of Management and Technology
06-2022
Bachelor of Business Administration -
Fairfield Institute of Management and Technology
07.2019
Skills
- Customer Retention
- Credit Control
- Research Ability in Banking and IT sector
- Skilled Multitasker
- Portfolio management
- Customer relationship management
- Market research
- Client retention
Websites
Certification
- NISM Series VA 18/02/2023
- Certificate of Financial Services and Investment Banking, 05/01/21
- DRA CERTIFIED, 12/01/21
Projects
Impact of Merger and Acquisition on Banks in India (Bank of Baroda and Canara Bank), 11/01/20 - 01/01/21, Presented to Mangalmay Institute of Management and Technology in the year 2021
Hobbies and Interests
Resolving the most complex Nature of task.
Languages
- English, Full Professional Proficiency
- Hindi, Full Professional Proficiency
Languages
Hindi
First Language
English
Advanced
C1
Timeline
Wealth Relationship Manager
ICICI BANK
03.2023 - Current
Customer Relation Executive
CONNEQT BUSINESS SOLUTION LIMITED
12.2021 - 11.2022
Sales and Marketing Intern
Shriram Life
06.2021 - 08.2021
Post Graduate Diploma in Banking - Banking And Finance
Manipal Academy of Higher Education
Master of Business Administration - FINANCE and IT
Mangalmay Institute of Management and Technology
Bachelor of Business Administration -
Fairfield Institute of Management and Technology