Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Hobbies and Interests
Personal Qualifications
Personal Information
Timeline
Generic
Neha Kumari

Neha Kumari

Muzaffarpur

Summary

To build a career in growth-oriented organization, where I can get opportunity to prove my abilities by accepting challenges, fulfilling the organizational goal and climb the career ladder through continuous learning and commitment towards company growth.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Manager

UTI Mutual Fund
Muzaffarpur
03.2025 - Current
  • Handle BND and IFA counters.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
  • Established relationships with BND and the distributor.
  • Analyzed distributor feedback to enhance service offerings and processes.
  • Participated in regular meetings with senior leadership to provide updates on team progress.
  • Implemented training programs to enhance team skills and knowledge.

Deputy Manager ( Senior Wealth Manager)

ICICI Bank Limited
Gurgaon
12.2021 - 02.2025
  • Build customer relationship.
  • Check customer's requirements and suggest products and services which can help them.
  • Deliver qualitative services to the customers.
  • Promote bank products and services.
  • Maintain and manage existing bank accounts.
  • Resolve customer's inquiries and respond them.
  • Maintain customer's database and update periodically.
  • NRI customer handling.
  • Wealth Management handling.
  • Handling Investment in Mutual fund.
  • Managing a team of five to six people.

Internship

Siddhi Infonet India Pvt. Ltd.
Bhopal
04.2018 - 05.2018

Education

MBA -

Lakshmi Narain College Of Technology
Bhopal
01.2019

B.E -

Technocrats Institute Of Technology
Bhopal
01.2017

12 -

S.K.R.M.N.M College
Rosera, Samastipur, Bihar
01.2012

10 -

S.D.S Vidya Mandir
Bataha, Rosera, Samastipur, Bihar
01.2010

Skills

  • Sales Presentation
  • Microsoft Office
  • Proficiency in documenting processes
  • Customer relationship management
  • Product knowledge
  • Team leadership
  • Decision Making
  • Wealth management
  • Client engagement
  • Sales planning

Certification

  • Leader's edge
  • Engage and inspire: presentation skills
  • The professional communication edge
  • Effective business communication skills
  • Master of Arts in digital presence
  • UTI Buddy Training
  • Environmental, social, and governance
  • Compliance Training

Accomplishments

  • Cloud Computing Certification from MANIT in 2013
  • Participation certificate of Milaap Corporate Meet at college in the year 2018
  • Participation certificate for the International Conference as a volunteer in the year 2018
  • Tally and online GST course certification in the year 2020
  • Zonal Drive's Topper in RM's category at ICICI Bank in 01/2023
  • Maximum time winner of the M52 Prime across RM category at ICICI Bank
  • Certificate of appreciation for outstanding performance in 'Retail FD' at ICICI Bank
  • NISM & IRDA Certification in 2024
  • Certificate of appreciation for outstanding performance in SIP Century.

Hobbies and Interests

  • Passionate about interior designing
  • Listening to soft music

Personal Qualifications

  • 01/01/19, Lakshmi Narain College Of Technology Bhopal, MBA, 66.66%
  • 01/01/17, Technocrats Institute Of Technology Bhopal, B.E, 7.96
  • 01/01/12, S.K.R.M.N.M College Rosera, Samastipur, Bihar, 12, 68.20%
  • 01/01/10, S.D.S Vidya Mandir Bataha, Rosera, Samastipur, Bihar, 10, 6.8

Personal Information

  • Passport Number: W1334706
  • Date of Birth: 02/19/96

Timeline

Manager

UTI Mutual Fund
03.2025 - Current

Deputy Manager ( Senior Wealth Manager)

ICICI Bank Limited
12.2021 - 02.2025

Internship

Siddhi Infonet India Pvt. Ltd.
04.2018 - 05.2018

MBA -

Lakshmi Narain College Of Technology

B.E -

Technocrats Institute Of Technology

12 -

S.K.R.M.N.M College

10 -

S.D.S Vidya Mandir

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Neha Kumari