ROHIT KUMAR-Resume | Portfolio Management | Investment | Canada

RESUME

Over 16 years’ experience in the field of investment management and financial services
Expert in the field of multi-asset investment solutions, financial planning and analysis, asset allocation, capital markets, risk management, investment due diligence, business development, and customer experience
Adaptable and analytical; recognized for performance excellence across the entire career span
Superior opportunity spotting skills; handled dormant client relationships resulting in the re-activation of 12 accounts and a fresh inflow of approximately USD 8 million in the span of 6 months
Action-oriented; set a new benchmark for client level insurance penetration which jumped almost 2.5 times to the 50% mark and exceeded the first-year revenue target by 65%
Advanced leadership experience; successfully trained and mentored senior-level banking team
Exceptional communication and interpersonal skills; fluent in English and Hindi

BNP Paribas Wealth Management, New Delhi, India

Nov 2019 – Sept 2020

Exclusively supervised the wealth management and investment advisory services for the North and East India region of BNP Paribas with an aggregate asset base of USD 7 billion with 100% compliance to global due diligence standards
Active risk management through regular account reviews helped mitigate the impact of market drawdowns on clients’ holdings during the crash of Feb-Mar 2020 which cemented the organization’s reputation further among the market participants
Conducted training and skill development sessions for the senior private banking team through regular coverage of economic and market trends, industry best practices, and global macro events impacting the risk and return profile of different asset classes which was highly appreciated

Standard Chartered Bank, New Delhi, India

Sept 2013 – Nov 2019

Advised wealth management clients of 3 large branches on asset allocation, investment solutions construction, and financial planning
Grew the net AUM to USD 85 million in less than 5 years while meeting the industry net to gross sales benchmark of 30%
Mentored and trained a team of 10 relationship managers, 80% of them achieved the desired industry productivity parameters of 2 new to investment accounts and 5 unique client transactions month on month

Standard Chartered Bank, New Delhi, India

June 2010 – Aug 2013

Managed a customer base of USD 24 million and counseled clients on asset allocation, diversification, and taxation to achieve the financial goals
Dedicated customer engagement helped in increasing the client net promotor score from 7.5 (detractors) to 9 (promoters)

HDFC Bank, New Delhi, India

Mar 2008 – June 2010

While employed with India’s largest private sector bank guided the high-net-worth individuals on their banking and investment needs
Accelerated the penetration of third-party products from 60% to 85% through active engagement and need-based selling

HDFC Bank, New Delhi, India

Mar 2008 – June 2010

While employed with India’s largest private sector bank guided the high-net-worth individuals on their banking and investment needs
Accelerated the penetration of third-party products from 60% to 85% through active engagement and need-based selling

Indiabulls Securities Ltd., New Delhi, India

May 2005 – May 2007

Advised clients on their stock holdings, analyzed, and kept track of long-term drivers of economic growth and stocks price movements

PG Management Program, SRCC, Delhi University
July 2003 – June 2005