VIPIN KUMAR
New Delhi
Summary
Dynamic Wealth & Relationship Manager with over 9 years of experience in retail banking, portfolio management, CASA growth, investment advisory, and client relationship management. Strong expertise in AUM management, cross-selling financial products, and delivering customized wealth solutions to HNI and affluent clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
State Bank of India
08.2023 - Current
- Managing portfolio of 800+ wealth clients; handling 750 Cr+ book size including FD & CASA; AUM approx. 150 Cr.
- Conduct portfolio reviews, investment advisory, financial planning, and client engagement programs.
- Achievements :
- Achieved 25 % Year on Year CASA BOOK growth
- Delivered 30% growth in Mutual Funds.
- Rated Top Perfomer for last 6 consecutive Quarters.
Senior Relationship Manager
Bank of Baroda
05.2022 - 08.2023
- Handled 450+ group clients; portfolio size approx. 250 Cr; AUM 20 Cr.
- Focused on investment advisory, dividend planning, customer grievance resolution, and revenue maximization.
- Achievements :
- Achieved 20% CASA growth
- Delivered 50% Mutual Fund AUM growth.
Branch Relationship Manager
Axis Bank
03.2020 - 05.2022
- Managed affluent segment, ensured regulatory compliance, provided financial planning & insurance solutions, and improved branch productivity. Achievements
- Recognized All India for highest Forex Income Growth.
- Top CASA Acquisition performer
- Achievements :
- Recognized All india for highest Forex Income Growth.
- Top CASA Acquisition performer .
Personal Banker
HDFC Bank
08.2017 - 10.2019
- Acquired NTB customers, cross-sold banking & TPP products (MF, Insurance, Loans, CC), and built strong advisor relationships.
- Achievements :
- Awarded Best Employee of the Month at Circle Level .
- Recognized for consistent Month on Month Top CASA Acquisition.
Associate Relationship Manager
IndusInd Bank
08.2016 - 08.2017
- Acquired liability accounts, increased CASA value, managed forex revenue, and maintained transaction records.
- Forex account Acquisition
Education
M.Com -
MJP Rohilkhand University
BareillyB.Com -
MJP Rohilkhand University
BareillyIntermediate -
UP Board
High School -
UP Board
Skills
- Portfolio Management
- Investment Advisory
- CASA Growth
- Risk Assessment
- Financial Planning
- Wealth Management
- Client Relationship Management
- Market Research
- Cross-Selling
- Regulatory Compliance
Certification
- NISM VA-MF
- NISM XXI-PMS
- IRDA Certified
Languages
English
Beginner
A1
Timeline
Wealth Relationship Manager
State Bank of India
08.2023 - Current
Senior Relationship Manager
Bank of Baroda
05.2022 - 08.2023
Branch Relationship Manager
Axis Bank
03.2020 - 05.2022
Personal Banker
HDFC Bank
08.2017 - 10.2019
Associate Relationship Manager
IndusInd Bank
08.2016 - 08.2017
M.Com -
MJP Rohilkhand University
B.Com -
MJP Rohilkhand University
Intermediate -
UP Board
High School -
UP Board