Mohit Kumar
Ajmer
Summary
- Experienced Deputy Manager with in-depth knowledge of sales strategies, scheduling, recruitment, money handling and employee relations.
- Exceeded the financial objective of represented clients;assessed risk tolerance and investment/risk management goals to recommend solutions optimally suited to client needs.
- Effective communicator with skills in forging business partnership & establishing relationship with customer.
- Focused on building revenue streams, promoting customer loyalty, and maximizing organizational efficiency to boost bottom-line profitability.
Overview
5
5
years of professional experience
Work History
FS DEPUTY MANAGER
IDFC FIRST BANK
Ajmer
03.2023 - 08.2024
- Provided advice and recommendations regarding various portfolio strategies, asset allocations, and risk management techniques.
- Identified alternative investment opportunities such as private equity funds or venture capital deals which could potentially yield higher returns.
- Provided accurate cash register operations, including accepting payments and providing change.
- Established relationships with key clients, while maintaining existing customer base.
- Performed due diligence on potential customers to ensure compliance with KYC regulations.
- Utilized CRM software to track prospects, manage accounts, and follow up on leads.
BRANCH BANKING OFFICER
UJJIVAN SMALL FINANCE BANK
Ajmer
10.2021 - 03.2023
- Provided customer service to clients by responding to inquiries, resolving complaints and processing transactions.
- Assisted customers in opening new accounts, including savings, checking and loan products.
- Analyzed customer portfolios and provided investment advice accordingly.
- Performed daily reconciliations of cash drawers and ATM machines.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
Branch Banking Officer
AU SMALL FINANCE BANK
Ajmer
05.2021 - 08.2021
- Analyzed customer portfolios and provided investment advice accordingly.
- Handling the day-to-day running operation of the Bank and, at the same time, providing customers with better service and selling Banking Products.
- Verifying customer data to detect and identify financial fraud.
- Maintained active sales contacts with assigned accounts to keep communication open and capture consistent revenue.
Junior Accountant
SHREE GANPATI ENTERPRISES
Ajmer
06.2019 - 02.2021
- Provided support in developing pricing models for products and services.
- Managed client relationships by responding to inquiries, addressing concerns, and resolving issues.
- Reviewed daily cash activity reports to ensure accuracy of information.
- Processed journal entries to record transactions accurately.
- Prepared monthly and quarterly financial statements for review by senior management.
- Monitored accounts payable and receivable statuses and delegated related tasks.
Education
MBA - Account And Finance
AMITY UNIVERSITY
Noida06-2024
MASTER OF COMMERCE - Accounting And Business Statistics
MDSU UNIVERSITY
Ajmer 07-2016
Bachelor of Commerce - General Subject
MDSU UNIVERSITY
Ajmer 05-2014
HIGHER SECONDARY - Commerce
KENDRIYA VIDYALAYA
Ajmer 05-2009
Skills
- Proficient in MS Office
- Financial Analysis and Modeling
- Investment Consulting and Planning
- SQL
- Client Relationship
- Customer Portfolio Management
Languages
English
Upper Intermediate (B2)
B2
Hindi
Advanced (C1)
C1
Timeline
FS DEPUTY MANAGER
IDFC FIRST BANK
03.2023 - 08.2024
BRANCH BANKING OFFICER
UJJIVAN SMALL FINANCE BANK
10.2021 - 03.2023
Branch Banking Officer
AU SMALL FINANCE BANK
05.2021 - 08.2021
Junior Accountant
SHREE GANPATI ENTERPRISES
06.2019 - 02.2021
MBA - Account And Finance
AMITY UNIVERSITY
MASTER OF COMMERCE - Accounting And Business Statistics
MDSU UNIVERSITY
Bachelor of Commerce - General Subject
MDSU UNIVERSITY
HIGHER SECONDARY - Commerce
KENDRIYA VIDYALAYA
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