4

Click here to load reader

Manish Dalmia

Embed Size (px)

Citation preview

Page 1: Manish Dalmia

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).

Page 2: Manish Dalmia

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

Page 3: Manish Dalmia

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