YASH KUMAR SINGH
Nashik
Summary
A dynamic and results-driven finance professional with experience in the banking sector. With an MBA in Finance and an engineering background, providing a unique blend of technical and financial acumen. My expertise spans relationship management, financial analysis, risk assessment, and strategic business development. I am now seeking new opportunities to leverage my skills in finance, engineering, and leadership for further professional growth
Overview
3
3
years of professional experience
1
1
Certification
Work History
Elite Relationship Manager
Kotak Mahindra Bank
05.2023 - Current
- Build and nurture relationships with high net worth individuals (HNWIs) or ultra high net worth individuals (UHNWIs)
- Manage client portfolios of total book size 30 crores with 400 mapped clients
- Developed and implemented strategies to acquire new customers and deepen existing relationships, resulting in a 25% increase in sales revenue
- Opened EEFC account, helped clients with Forex Transaction
- Advised clients on various banking products and services, including loans, mortgages, investments, Trade Forex and insurance, tailored to their financial needs and goals
- Consistently met or exceeded sales targets, ranking as a top performer within the branch sales team for last quarter
Management Intern
India Infoline
05.2022 - 09.2022
- Worked in Portfolio Management Service
- The project aimed know about investment strategies and opening Dmat Account of the lead created
- Working for the capital Market, learning technical and fundamental analysis
- Understanding corporate work culture, Understanding of Mutual fund
- Return and risk calculations of portfolio and giving advice to the client
Education
MBA Tech - Finance
MPSTME, NMIMS
Mumbai01.2023
B.Tech -
MPSTME, NMIMS
Mumbai01.2023
XII -
SYMBIOSIS
Nashik01.2018
X -
PODDAR INTERNATIONAL SCHOOL
Nashik01.2016
Skills
- Excel
- Basics of C
- Technical Analysis
- Fundamental Analysis
- Power BI Desktop
- Communication and interpersonal
- Time Management
- Leadership
- Critical Thinking
DOB
05/29/00
Certification
- Strategic planning foundation
- Financial modelling foundation
- Excel: Financial Functions
- Corporate finance foundation
Professionalattributesachievements
Increased client retention by 20% through personalized account management strategies. Achieved 30% revenue growth by identifying and capitalizing on upsell opportunities.Member of ASME (American Society of Mechanical Engineering).
Timeline
Elite Relationship Manager
Kotak Mahindra Bank
05.2023 - Current
Management Intern
India Infoline
05.2022 - 09.2022
MBA Tech - Finance
MPSTME, NMIMS
B.Tech -
MPSTME, NMIMS
XII -
SYMBIOSIS
X -
PODDAR INTERNATIONAL SCHOOL
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