Summary
Overview
Work History
Education
Skills
Timeline
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Sahil Kumar

Sahil Kumar

Market Head HDFC Wealth
New Delhi

Summary

Experienced and business-minded Senior Private Banker and Wealth Manager with a solid background in finance, adept as a skilled team leader with a track record of guiding private banker teams and helping clients meet financial goals through strategic advice and effective portfolio management.

Overview

16
16
years of professional experience
7
7
years of post-secondary education

Work History

Market Head

HDFC Wealth
New Delhi
07.2023 - Current

Cultivate key relationships to enhance the bank's standing in wealth management.

Provide leadership to regional heads for cohesive team alignment.

Ensure teams are working in line with overarching objectives.

Monitor Key Performance Indicators (KPIs) for comprehensive performance evaluation.

Foster a culture of excellence in both performance and client satisfaction.

Senior Regional Head & Senior Vice President

HDFC Private Banking Group
New Delhi
08.2022 - 08.2023

Manage regional heads, providing guidance, and ensuring goal achievement.

Implement market head's strategies at the regional level

Monitor key client relationships, address escalated issues, and collaborate on personalized wealth solutions.

Analyze and report performance.

Regional Head Private Banking

HDFC Private Banking Group
Delhi NCR
06.2019 - 08.2022

Lead relationship managers, ensuring compliance and service standards. Drive client acquisition, satisfaction, and retention.

Guide managers in implementing comprehensive wealth strategies, including investment planning, portfolio management, and compliance

Set and track targets, provide coaching for improvement, and ensure compliance with regulatory standards.

Senior Vice President & Team Head

IIFL Wealth
Delhi NCR
11.2017 - 05.2019

Directed IIFL Wealth's wealth management team, aligning strategies with organizational goals

Oversaw team performance, achieving targets, and maintaining high client satisfaction.

Fostered key relationships, addressing unique client needs for acquisition and retention

Monitored team performance, implemented improvements, and provided coaching.

Ensured regulatory adherence and minimized risks in managing high-value portfolios.

Vice President

Deputy Branch Manager, Citibank India
New Delhi
11.2014 - 11.2017

Managed Jeevan Bharti, Citibank's flagship branch, commands an AUM of INR 3600 Crores across diverse segments.

Achieving excellence in financial metrics, including balance sheet growth, commercial revenue lines, and Funds under Management.

Emphasis on enhancing True CPC and True CitiGold book.

Notable 9% growth in investments under my leadership in 2015, with zero attrition and successful recruitment of top-tier Relationship Managers in the last 12 months.

Among the country's top-performing branches in Investments, Forex, and NTBs in 2015 during my stint.

Vice President & Manager Premier

HSBC
New Delhi
02.2010 - 11.2014

Led 9 Premier Relationship Managers, ensuring exceptional sales and service for high-net-worth clients.

Cultivated positive relationships, cross-selling bank products for enhanced profitability.

Provided strategic support, implementing sales strategies in investments, mortgage, forex, and insurance.

Managed a Total Fund Under Management (FUM) of Rs.1600 crores and Asset Under Management (AUM) of Rs.400 crores, demonstrating strong financial acumen.

INVESTMENT ADVISOR

HDFC Private Banking Group
New Delhi
07.2009 - 02.2010

Provided personalized investment advisory services in private banking

Excel Banking Relationship Manager

Standard Chartered Bank
New Delhi
07.2007 - 07.2009

Excelled in relationship management at Standard Chartered Bank

Education

Chartered Trust And Estate Planner - Estate Planning

American Academy of Financial Management
06.2022 - 06.2022

MBA - Marketing & Operations Management

Amity Business School
01.2005 - 04.2007

Bachelor Of Technology (B.Tech) - Electrical and Electronics Engineering

Uttar Pradesh Technical University
01.2001 - 04.2005

Skills

    Investment planning

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Timeline

Market Head

HDFC Wealth
07.2023 - Current

Senior Regional Head & Senior Vice President

HDFC Private Banking Group
08.2022 - 08.2023

Chartered Trust And Estate Planner - Estate Planning

American Academy of Financial Management
06.2022 - 06.2022

Regional Head Private Banking

HDFC Private Banking Group
06.2019 - 08.2022

Senior Vice President & Team Head

IIFL Wealth
11.2017 - 05.2019

Vice President

Deputy Branch Manager, Citibank India
11.2014 - 11.2017

Vice President & Manager Premier

HSBC
02.2010 - 11.2014

INVESTMENT ADVISOR

HDFC Private Banking Group
07.2009 - 02.2010

Excel Banking Relationship Manager

Standard Chartered Bank
07.2007 - 07.2009

MBA - Marketing & Operations Management

Amity Business School
01.2005 - 04.2007

Bachelor Of Technology (B.Tech) - Electrical and Electronics Engineering

Uttar Pradesh Technical University
01.2001 - 04.2005
Sahil KumarMarket Head HDFC Wealth