Pritam Kumar
Mumbai
Summary
Highly motivated individual with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Banking Relationship Manager
ICICI Bank
Mumbai
09.2024 - Current
- Managed an ultra-HNI base of 75 families, with a total AUM of 130 Cr.
- Increased MIB by 13% through sourcing NCAs across CA, SA, NRI, and GIFT CITY.
- Cultivated professional relationships with priority customers to secure quality asset deals.
- Enhanced investment by 28% by recommending mutual funds, PMS, and AIFs based on customer profiling.
- Executed successful campaigns for reference generation and New to Bank onboarding via cold calls.
ETRG Relationship Manager
ICICI BANK
Mumbai
06.2022 - 08.2024
- Managed portfolio of over 120 corporate customers to address diverse banking requirements.
- Conducted regular client meetings to evaluate progress and identify growth opportunities.
- Developed strategies for customer acquisition and retention, enhancing overall client engagement.
- Provided training sessions on Trade Online digital platform to enhance team capabilities.
- Evaluated customer feedback to pinpoint areas for product and service enhancement.
- Acquired expertise in trade transactions, bills regularization, and regulatory compliance.
- Fostered strong relationships with clients to understand needs and provide tailored solutions.
Intern
Reliance Retail
- Seller onboarding, and cataloguing.
Intern
Outlook group
- Sales and marketing.
Intern
Cadila Pharmaceuticals Ltd
- Product management.
Education
MBA/PGDM - Marketing & Finance
Department of Management Sciences (PUMBA)
Pune08.2022
B.A. -
Banaras Hindu University
Varanasi11.2020
Skills
- Portfolio management
- Customer acquisition
- Teamwork and collaboration
- Compliance
- Training & Development
- Enhance due diligence
- Business development
- Negotiation
Work Experience
Total experience: 3 years, 1 month
Accomplishments
- Promoted to the grade of Manager, Band I
- Awarded by the city head for achieving milestones in the Business contests
Certification
- IIBF certificate in Foreign Exchange
- AMFI mutual fund distributors
- MS Excel fundamentals and data analysis
- Financial markets
Languages
- English
- Hindi
References
References available upon request.
Timeline
Private Banking Relationship Manager
ICICI Bank
09.2024 - Current
ETRG Relationship Manager
ICICI BANK
06.2022 - 08.2024
Intern
Reliance Retail
Intern
Outlook group
Intern
Cadila Pharmaceuticals Ltd
MBA/PGDM - Marketing & Finance
Department of Management Sciences (PUMBA)
B.A. -
Banaras Hindu University