Sumit Kumar
Ranchi
Summary
Highly-motivated employee 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. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Wealth Manager
Nuvama Wealth and Investment Ltd
Ranchi
01.2024 - Current
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
Relationship Manager
Jana Small Finance Bank
Ranchi
01.2023 - 01.2024
- Developed processes for tracking key performance indicators such as customer retention rates and overall satisfaction scores.
- Achieved client loyalty through quality, productivity, service and proactive management.
Relationship Manager
DCB Bank Ltd
Ranchi
07.2022 - 12.2022
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Established strong relationships with clients through regular, personalized communication.
- Analyzed competitors and market trends to facilitate business growth.
Assistant Sales Manager
Future Generali India Insurance Co Ltd
Ranchi
09.2021 - 07.2022
- Negotiated customer contracts and maintained relationships with existing clients.
- Developed strategies to increase sales volume and market share.
Chief Relationship Manager
PNB Metlife India Insurance Co ltd.
Ranchi
09.2020 - 09.2021
- Built and maintained relationships with key stakeholders, including customers, prospects, vendors and partners.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
Relationship Manager
Reliance Securities Ltd
Ranchi
05.2019 - 09.2020
- Developed and executed strategies for customer retention and acquisition.
- Ensured compliance with regulatory standards and company policies in all client interactions.
Customer Service Officer (Value Banker)
ICICI Bank Ltd
Ranchi
04.2016 - 05.2019
- Provided customer service in a courteous and professional manner.
- Resolved customer issues in an efficient and timely manner.
Education
Bachelor in Business Management - Business Management
A.N College Patna
Patna05-2014
Intermediate - Science
Dr. CP Thakur College, Naubatpur
Patna05-2011
Matriculation -
ST. Albert High School
Patna03-2008
Skills
- Business Development
- Portfolio Management
- Financial Planning
- Investment strategies
- Client Retention
- Asset Allocation
- Consumer Banking
- Banking
- Team building
- Problem Resolution
Hobbies
- Cooking
- Driving
- Playing Cricket
Languages
Hindi
First Language
English
Proficient (C2)
C2
Certification
- IRDA
Accomplishments
- Recognized for Spectacular Performance in PNB Metlife for qualifying in LI contest named SAGUN.
- Achieved award and Bangkok Trip in Reliance Securities for outstanding performance in LI Business for the period of December.
- Achieved Award for TAJ POSHI MEDAL OF HONOR for LI Contest in ICICI Bank Ltd.
- Achieved Award for LI contest held in Jana Small Finance Bank and also qualified for Domestic trip.
- Qualified Bangkok Trip for DJFM LI Contest held by Nuvama Wealth and Investment Ltd.
Personal Details
- Date of Birth- 02nd April 1992
- Sex- Male
- Marital Status- Single
- Father's Name- Sunil Kumar Sinha
Timeline
Senior Wealth Manager
Nuvama Wealth and Investment Ltd
01.2024 - Current
Relationship Manager
Jana Small Finance Bank
01.2023 - 01.2024
Relationship Manager
DCB Bank Ltd
07.2022 - 12.2022
Assistant Sales Manager
Future Generali India Insurance Co Ltd
09.2021 - 07.2022
Chief Relationship Manager
PNB Metlife India Insurance Co ltd.
09.2020 - 09.2021
Relationship Manager
Reliance Securities Ltd
05.2019 - 09.2020
Customer Service Officer (Value Banker)
ICICI Bank Ltd
04.2016 - 05.2019
Bachelor in Business Management - Business Management
A.N College Patna
Intermediate - Science
Dr. CP Thakur College, Naubatpur
Matriculation -
ST. Albert High School
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