Current Organization
Purnartha Equity Advisor P Ltd
Designation Sr. Wealth RM
Qualification BCA
Experience 12 Years
Current Salary 970000
Salary expectations 20-25% Hike (Open for Discussion)
Current Location Mumbai
Communication Good
Job Location – Lower Parel
AUM Size – 40 Cr. (created by own)
Average a/c value – 25 Lakh
Reason for change now – Because of Product Limitation
whereas with banking there were multiple products to source.
With HDFC Bank, Mulund East:
Ratings: 2, 2 (1 being the best)
Reason to leave banking for Purnartha – As there was accident
in his family. And, with Purnartha it is not necessarily required
to report branch daily he had operated from home. That’s
how in need of time he switched to.
With YES Bank:
Ratings: 2, 1, 1 (1 being the best)
Reason for change – As he got better option with HDFC in
terms of grade, profile and CTC.
Remarks Open for Central and Harbour Line.
Manish Kumar Singh
201, Yamuna Apartment,
Plot no. 147B, Sector 19B
Koparkherane, Navi Mumbai, 40070
: - +918976219510 / 08850457061
E-Mail Id- write2manish84@gmail.com/ write2manish84@yahoo.com
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Career objective: -
“Seeking a position that will benefit from my banking/ sales experience, positive interaction
skills and industry contacts where my 11 years’ experience can improve the banking
operation & sales results.”
WORK EXPERIENCE:
Company Name: PURNARTHA EQUITY ADVISOR PVT LTD
Designation : Senior Wealth Manager
Duration : Since July 2019 to till date
Job Role:
1. Responsible for account handling and Portfolio Management for the customers, by client
servicing
giving Investment solutions.
2. Responsible for cross selling of various set of products through doing financial planning for
them
3.Responsible for looking towards all set of financial products such as Equity, Mutual funds,
IPO,
Company Name- HDFC BANK LTD.
Designation- Imperia Relationship Manager
Duration- Since Sep. 2017 to June 2019
Job Role-
1. Responsible for acquiring New to Bank HNI/Ultra HNI Clients.
2. Profiling Customers and provide financial products to meet customer needs.
3. Ensuring the highest levels of service to the High Net Worth customers.
4. Profiling Customers and provide financial products to meet customer needs.
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5. Responsible for selling Investment products like Mutual Funds, PMS, Life Insurance products t
o existing clients.
6. Providing financial planning & Investment Advice.
7. Direct Customer interaction especially with HNI and identity new product opportunity.
8. Providing Wealth Advisory Services to the managed portfolio customers.
9. Identification of new business opportunities.
10. Cross- Selling of all Banking & financial products.
11. Achieving the Business targets assigned in terms of acquiring, enhancing and upgrading the
HNW customers.
12. Liaise with various departments in the bank like Product / Operations / Treasury / Audit / Legal /
Marketing etc for various banking requirements of customers.
13. Responsible for high level of Customer Satisfaction thru customer service and increasing wal
let share thru Investment’s.
Company Name- YES BANK LTD.
Duration – Aug. 2016 to Sep. 2017
Designation FINANCIAL ADVISOR (Relationship Manager)
Job Role-
Acquisition of HNI, Corporate and retail clients for the bank.
Responsible for building and deepening of relationship with existing Mapped clients.
Regular meeting the existing base of customers and ensuring high level of service
delivery.
Ensuring the achievement of monthly revenue target by maximum penetration fee
products like mutual funds, insurance and other banking products.
Responsibility for acquisition of high value relationships for the branch through
reference.
Enhancing customer relationship by marketing and selling of Asset Products like Loans
and Credit card.
Inform customers of new products or product enhancements to further expand the
banking relationship.
Networking with existing clients for generating business.
Profiling of HNI clients with innovative financial planning tools and suggesting best
possible products.
Company Name- KOTAK MAHINDRA BANK
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Duration- April 2014 to Aug. 2016
Designation- Relationship Manager Branch Banking
Job Role-
Responsible for account handling and Portfolio Management for the customers,
by client servicing and giving Investment solutions.
Responsible for cross selling of various set of products through doing financial
planning for them.
Responsible for looking towards all set of financial products such as Equity,
Mutual funds, IPO, NFO, corporate Fd’s, Bonds, Life & General insurance.
Responsible for new client acquisition, building new relationships and increasing
depth in existing relationships with clients
Responsible for identifying customer needs, assessing their risk appetite and
providing them investment options.
Achievement:-
Engaged in the activity of product sale of kotak Mahindra bank e.g. Term deposit,
Saving, Current A/c, Demat A/cs, Health, General & Life Insurance Mutual fund and
Asset products .
Meeting the target of the organization within the given time period & encouraging the
team members to meet the target and qualify for Dare contest for insurance in year 2016.
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Company Name- INDUSIND BANK LTD.
Duration- Jun 2011 to March 2014
Designation- Customer Service Manager
Job Role-
Responsible for account handling and Portfolio Management for the customers, by
client servicing and giving Investment solutions.
Responsible for cross selling of various set of products through doing financial
planning for them.
Responsible for looking towards all set of financial products such as Equity, Mutual
funds, IPO, NFO, corporate Fd’s, Bonds, Life & General insurance.
Responsible for new client acquisition, building new relationships and increasing
depth in existing relationships with clients
Responsible for identifying customer needs, assessing their risk appetite and
providing them investment options.
Achievement:-
Engaged in the activity of product sale of Indusind bank e.g. Term deposit, Saving,
Current A/c, Demat A/cs, Health, General & Life Insurance mutual fund and Asset
products .
Meeting the target of the organization within the given time period & encouraging the
team members to meet the target.
Job Profile: Worked as senior officer in ICICI BANK LTD handling banking operations and
sales from 11 Feb 2008 to 18 Jun 2011.
Intimate the products available at the Bank and guide the customer how to avail this
product. E.g. Loan against Property, Housing loan, personal Loan and Loan against
securities.
Attending weekly meeting organized by the bank and giving suggestion for improvement
in customer service.
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Investigating and solving customers' problems, which may be complex or long-standing
Keeping accurate records of discussions or correspondence with customers.
Training staff to deliver a high standard of customer service.
Attended personal effectiveness and passion at work Programs at Khandala and
Chandivali (Mumbai).
Professional Qualification: -
S.No Qualification Institute Year of Passing %
1 BCA. MCRP 2006 69
University
Bhopal
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Other Skills:-
Finacle (for banking), FCRM, Bankaway, E-search, I-view, SFA, Programming language i.e.
C,C++, Visual Basic, SQL(Plus), Fox pro 2.5, Web designing finacle .
Other activities:-
Knowledge of Windows, Ms- Excel, Ms- Word, Internet IRDA AMFI NSDL Certified,
Personal Details:-
Father’s Name :- Sri Shambhu Saran Singh
DOB :- 21-03-1984
Marital Status :- Married
Language Known :- English & Hindi
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Place
Date Signature
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