Summary
Overview
Work History
Education
Skills
It Credentials - Skills
Trainings Attended
Extramural Engagement - Activity
Languages
Overview
Personal Information
Languages
Certification
Timeline
Generic
Piyush Kumar

Piyush Kumar

Bhopal

Summary

Accomplished in wealth and portfolio management, I spearheaded significant revenue growth and team development at IDFC First Bank and AXIS BANK Ltd. Expert in strategy planning and client relationship management, I consistently exceeded performance targets. My leadership in sales and business development, coupled with a knack for team motivation, underscores my ability to drive success in challenging markets.

Overview

19
19
years of professional experience
1
1
Certification

Work History

RM Head IDFC First Wealth

IDFC First Bank
Bhopal
12.2024 - Current

Branch Relationship Head

AXIS BANK Ltd
Bhopal
03.2022 - 12.2024

Affluent Relationship Manager

AXIS BANK Ltd
Nagpur
10.2019 - 08.2021

Key Accounts Manager- Corporate Banking

ICICI BANK Ltd
Mumbai
05.2019 - 10.2019

Investment Counselor- Wealth Management

ICICI BANK Ltd
Bhopal
11.2016 - 04.2019

Cluster incharge (Odisha & Chhattisgarh)

L&T Mutual Fund
Bhubaneswar
10.2015 - 11.2016

Cluster Head

ICICI Prudential Mutual Fund
Bhopal
04.2011 - 10.2015

Cluster Head

ICICI Prudential Mutual Fund
Raipur
07.2008 - 03.2011

Branch Manager

ICICI Prudential Mutual Fund
Bhilai
11.2006 - 06.2008

Education

MBA -

Prestige Institute of Management

BSc - Electronics

St. Thomas college
Bhilai
01.2002

Senior Secondary (10+2) -

01.1998

Higher Secondary School Examination -

01.1996

Skills

  • Wealth Management
  • Portfolio Management
  • Training & Development
  • Sales & Business Development
  • Channel Management
  • Revenue Expansion
  • MIS Reports & Market Research
  • Lead Generation for PMS
  • Client Relationship Management
  • Team Building & Motivation
  • Start-up & Growth Management
  • Strategy Planning & Execution

It Credentials - Skills

  • Proficient in MS Office
  • Lotus
  • Internet Applications

Trainings Attended

  • Training Programme on High Impact Presentation by Dale Carnegie Training India
  • Dun & Bradstreet - Executive Development Programme on ‘Macro & Micro Economics, Fixed Income & Equity Research’
  • Leadership and Team building training in Mumbai
  • Guaranteed CPPI Structures & Principal Protected Series

Extramural Engagement - Activity

Actively participated as Cricket Player at Zonal Level

Languages

  • English
  • Hindi

Overview

A result oriented professional with experience of over 18 years in managing Business Development functions encompassing Sales, Branch Operations, Admin, Channel Relationship, Client Relationship and Team Management., RM Head Wealth Management, IDFC BANK Ltd., Bhopal, Madhya Pradesh, Wealth Management, Portfolio Management, Training & Development, Sales & Business Development, Channel Management, Revenue Expansion, MIS Reports & Market Research, Lead Generation for PMS, Client Relationship Management, Team Building & Motivation

Personal Information

  • Father's Name: Ashok Kumar Sinha
  • Mother's Name: Pushpa Sinha
  • Date of Birth: 04/01/80

Languages

Hindi
First Language
English
Intermediate (B1)
B1

Certification

  • NISM XXA- PMS Distribution Certification
  • NISM VA- Mutual Fund Distribution Certification
  • SP Certification IRDA

Timeline

RM Head IDFC First Wealth

IDFC First Bank
12.2024 - Current

Branch Relationship Head

AXIS BANK Ltd
03.2022 - 12.2024

Affluent Relationship Manager

AXIS BANK Ltd
10.2019 - 08.2021

Key Accounts Manager- Corporate Banking

ICICI BANK Ltd
05.2019 - 10.2019

Investment Counselor- Wealth Management

ICICI BANK Ltd
11.2016 - 04.2019

Cluster incharge (Odisha & Chhattisgarh)

L&T Mutual Fund
10.2015 - 11.2016

Cluster Head

ICICI Prudential Mutual Fund
04.2011 - 10.2015

Cluster Head

ICICI Prudential Mutual Fund
07.2008 - 03.2011

Branch Manager

ICICI Prudential Mutual Fund
11.2006 - 06.2008

MBA -

Prestige Institute of Management

BSc - Electronics

St. Thomas college

Senior Secondary (10+2) -

Higher Secondary School Examination -

Piyush Kumar