Prince Kumar
Banking
Pune,MH
Summary
Seasoned banking professional with 10+ years of expertise in the areas of relationship management, investment counseling and asset allocation for HNI. Specialized in maintaining strong customer relations by building high levels of trust and confidence.
Success managing billions of rupees across multiple portfolios while leading efforts in reforming investment strategies.
Overview
11
11
years of professional experience
2
2
Languages
Work History
Burgundy Relationship Manager
Axis Bank
11.2021 - Current
- Responsible for Assets, Liabilities business & Fee products for Branch.
- Managed 250 customers total relationship in terms of CASA ,MF, Alternate Funds, PMS, LI , Loans.
- Handling relationships with niche customers in one of largest branch in Pune.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Managed time efficiently in order to complete all tasks within deadlines.
Relationship Manager
HDFC Bank
02.2020 - 10.2021
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Relationship Manager
Yes Bank
09.2016 - 01.2020
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Privilege Banker
ICICI Bank
11.2013 - 09.2016
- Supervise others and provide product based training
- Increased CASA and revenue through portfolio and branch walk-ins
- Has also performed duties of acting Deputy Branch Manager, Loan Desk Manager.
Education
PG Diploma - Banking
Manipal University
02.2012 - 2014.01
Bachelor of Technology - Information Technology
West Bengal University of Technology
Bishnupur 07.2007 - 2011.05
Higher Secondary -
Bihar Intermediate Education Council
05.2004 - 2006.05
JAIIB Certification from - undefined
IIBF
Diploma in Investment Banking - InvestmentBanking
Shaw Academy
11.2015 - 2016.04
NISM-Series-XXI-A: Portfolio Management Services
NISM
09.2022 - 2022.09
Skills
Investment and Wealth Planning
Wealth management offerings
Relationship building and management
Customer portfolio management
Relationship Building
Achievement
Increased TD book 50 % from Base in Financial Year 2022-23 at Axis Bank
Received performance linked bonus every quarter Year 2020-21 at HDFC Bank
Was provided book of RS 32 crore Increased it to RS 89 crores within 3 years Year 2017-18 at Yes Bank
Got a grade promotion during tenure at Yes Bank
Accomplishments
- Axis Bank :Received Award from Country Head in Family Fiesta (Term Deposit Contest Q4- 2021-22) at Bangalore .
- Axis Bank: Received award from National Head for Sparsh Suparstar at Pune
- HDFC Bank : Awarded Emerging Star - Boat Club Branch for achieving Hall of Fame in May 2020
- Yes Bank :Recognition by Regional head for acquiring maximum NTBs in Q1, 2019 -20
- Yes Bank :Qualified for International STP - Russia trip for exemplary performance in Q4, 2018 -19
- Yes bank :Qualified for International STP - Spain trip for exemplary performance in Q2, 2017 -18
- ICICI Bank :Recognition by Zonal Head, in Zonal Capability Development initiative Mutual Fund business - 2016 in Goa
- ICICI Bank :Recognition by Zonal Head in Zonal Capability Development initiative -Mutual Fund business – 2015 in Goa -
- ICICI Bank : Certificate of appreciation for Most Valuable Player basis CASA NCA Quality at PAN India Level 2014.
9 Awards :
Gardening
Plants and trees are an essential component of our lives,and I enjoy gardening .
Timeline
NISM-Series-XXI-A: Portfolio Management Services
NISM
09.2022 - 2022.09
Burgundy Relationship Manager
Axis Bank
11.2021 - Current
Relationship Manager
HDFC Bank
02.2020 - 10.2021
Relationship Manager
Yes Bank
09.2016 - 01.2020
Diploma in Investment Banking - InvestmentBanking
Shaw Academy
11.2015 - 2016.04
Privilege Banker
ICICI Bank
11.2013 - 09.2016
PG Diploma - Banking
Manipal University
02.2012 - 2014.01
Bachelor of Technology - Information Technology
West Bengal University of Technology
07.2007 - 2011.05
Higher Secondary -
Bihar Intermediate Education Council
05.2004 - 2006.05
JAIIB Certification from - undefined
IIBF
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