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Manish Kumar DalmiaMobile : +918861456344E-mail : [email protected], India
Objective
Intend to work with progressive and growth oriented organization where I can utilize my knowledge and skill set to contribute positively towards the growth of organization.
Profile Summary
A Post Graduate in Finance with over 17 months of experience in BFSI sector working with
India’s largest private sector bank. Proficient in 360 degree HNI Relationship management and
revenue generation for mapped and unmapped customer base and analysis and reporting for
client’s wealth. Actively consulted the clients for financial and investment planning resulting in
higher revenues and customer satisfaction. A strong team leader / player with strong focus on
time deliverables with willingness to take challenges and opportunities in same stride.
Work Experience
1. Current Organization: AXIS BANK LTD.
Designation: Assistant ManagerJoining date: 16th October 2012 to till date.
Responsibilities:
Handling back office operations and compliances (customer services).
2. Current Organization: ICICI BANK LTD.
Designation: Assistant ManagerJoining date: 5th April 2011 to till 23rd August 2012.
Core Skills / Domain Knowledge:
Customer Relationship Management:-
360 degree handling of all the banking related queries resulting in a greater than average new client acquisition ratio and retention ratio
Actively helped all my mapped customers with their respective financial and investment planning to ensure better utilization of the customer’s wealth.
Specific initiatives taken to educate HNI customers towards their need-specific financial products. This helped in streamlining the product portfolios with better returns.
Handled back office operations and compliances (customer services) Gained exposure towards various banking related software (Finnacle, FCRM, I-Sense)
leveraging the understanding of the overall banking system and utilizing the same for benefit of the customers (as and when needed).
Research & Development:-
Effectively worked with multiple stakeholders to deliver a better customer experience and also on the basis of my market knowledge and equity research on the certain stocks helped the client to pick up the right stock.Monitoring the trend analysis and market situation about the equity and debt market and keep updating to the client. Communicating with investors, presenting new investment ideas to them, and ensuring that the ideas and strategies are communicated in an orderly fashion within the specified time.
Educational Qualifications
Degree/ Certificate Board/University Marks (%)
MBA(FINANCE) Christ University Bangalore 67.72
B.Com (A/C HONS.) Tilka Manjhi Bhagalpur University 72.88
12th C.B.S.E 67.4
10th C.B.S.E 59.8
Certification Programs
NCFM- Derivatives Market (Dealers) module Workshop On Advanced EXCEL Certified as ACE Banker by ICICI Bank Completed and certified for various e-Learning modules by ICICI Bank
Project & Trainings
Sr. No. Title Organizaion Period
1. Organization Structure Study Auto Profile Ltd,Jamshedpur
May’09
2. Analysis of credit requirements of SME’s in southern region of Banglore.
State Bank Of India
April’10- May’10
AchievementsPositions Of Responsibilities Handled Till Now:-
Member of pioneer sponsorship committee.Headed the finance club (Documentary committee).Participated in various Management Fests.
Awards & Accolade:-
Got 2nd rank at College level in B.COM
Generated leads of Rs 100 crs for SBI during my internship. Secured the 1st prize in street theaters in CUIM cultural fest, CUIM MBA International Business fest &2nd prize in CUIM inter- deanery cultural fest.
Skill SetTechnical Proficiencies:-
Internet Savvy Command over Microsoft Word, Excel and PowerPointIn-depth knowledge of basic operating systems like Windows XP, Vista and 07 Tally 7.2
Soft Skills:-
Strong verbal and written communication skillsOpen to changes and challenges with a keen inclination towards learning and growthExcellent presentation delivery skillsIndividual with deeply rooted ethics and valuesHighly self-motivated individual with internal locus of control
Personal Profile
DOB : 16/11/1987
Gender : Male
Language Known : English, Hindi
Marital Status : Single
I hereby declare that the above-mentioned details are true and correct to the best of my
Knowledge. If given an opportunity to work in your esteemed organization I assure you to
deliver my best to the satisfaction of the management.
Place: Bangalore
Manish Dalmia