Yash Kumar Mittal
FINANCIAL STRATEGIST | CUSTOMER ENGAGEMENT EXPERT | SALES & GROWTH ARCHITECT
Gurugram
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
6
6
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Deputy Manager -Personal Banker
HDFC Bank LTD
04.2024 - Current
- Managed a portfolio of 220 customers, offering customized financial services and ensuring seamless after-sales service.
- Provided tailored financial advice and converted qualified leads into wealth-management clients through targeted product customization and market insights.
- Successfully drove retail asset growth while consistently overachieving in retail liability acquisition.
- Earned the “5-Star Rating Award” by consistently delivering high customer satisfaction, adhering to compliance standards, and achieving multiple CH Drive and ZH Drive performance milestones
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Fund Management-Intern
ACIC- BMU Foundation
08.2023 - 03.2024
- Evaluated 100+ startups and managed a ₹20M SISFS fund, delivering strategic recommendations, conducting weekly due diligence, and driving strong portfolio performance.
- Executed ₹12M+ in funding agreements through meticulous screening and investment assessments, significantly contributing to the growth of the government fund.
Investment & Portfolio Management-Internship
LEAD ANGELS
06.2023 - 08.2023
- Conducted investment analysis, financial modeling, and market research across 250+ startups, uncovering USD 1M+ in high-potential opportunities while ensuring full regulatory compliance.
- Delivered data-driven reports and strategic insights that strengthened portfolio diversification and informed fund-level investment decisions within a 3-month cycle
CA-Articleship
P V A R & Associates
08.2019 - 05.2022
- Led audits and limited reviews of public sector banks and PSUs, including Statutory Central Audits, ensuring compliance and thorough risk assessment.
- Applied a proactive, solution-oriented approach to identify risks, resolve challenges, and enhance audit effectiveness.
Education
MBA - Finance And Strategic Management & Consulting
03.2024
GPA: 7.72
CA FINAL - Finance And Taxation
09.2021
Bachelor of Commerce - Finance And Cost Accounting
09.2021
GPA: 66.67%
CBSE -
04.2017
GPA: 10th-6.2 CGPA and 12th-85.8%
Skills
Cross-selling and upselling
Relationship building and management
Wealth management
Financial strategy management
Interpersonal communication
Strategic Data Management
Risk Management
Market Research and Competitive Analysis
Certification
Forensic Accounting and Fraud Examination - Coursera
Interests
Venturing, Singing, Traveling, Cooking
Timeline
Deputy Manager -Personal Banker - HDFC Bank LTD
04.2024 - Current
Fund Management-Intern - ACIC- BMU Foundation
08.2023 - 03.2024
Investment & Portfolio Management-Internship - LEAD ANGELS
06.2023 - 08.2023
CA-Articleship - P V A R & Associates
08.2019 - 05.2022
BML Munjal University - MBA, Finance And Strategic Management & Consulting
Institute of Chartered Accountants of India - CA FINAL, Finance And Taxation
Delhi University - Bachelor of Commerce, Finance And Cost Accounting
BLue Bird Senior Secondary School - CBSE,