1. Manoj Kumar
Mob: +91-9871817135
+91-9899204706
Email: manoj987181@gmail.com
Professional Qualifications
 Certification courses in Wealth Management, Capital Markets and Investment Banking
 Six Sigma Basics
Synopsis
 6+ years of Experience in the Wealth Management, Investment Analysis, Research &
Portfolio Management.
 Received Platinum, Gold & Silver Awards for the outperformance, maintaining standards
and receiving appreciations from the clients end.
 Expertise in Portfolio Management, Analysis & Advisory, Investment Research, Bloomberg,
Reuters Knowledge & Morningstar.
 Proficient user in Excel (2003 & 2007 version) functions like: Lookups, IF, Data Validation,
Sorting are few which are used in my daily operations.
 Strong Proficiency at grasping new concepts quickly and utilize the same in a productive
manner.
 Sound analyzing and logical ability.
Professional Experience
Working as a “Team Developer” in Bank of America
(May, 2007 till date)
The GWIM (Investment Group) process is a financial process. I am responsible for assisting a team
of Portfolio Managers in a specific region providing portfolio administration, analysis and
independent research along with other adhoc work types for Global Wealth and Investment
Management (“GWIM”) client segments served by the local office. The process includes interaction
with internal partners at all levels.
Key Responsibility Area:
 To assist US based portfolio manager in portfolio administration work of their clients by
providing them solutions related to, Client Presentations , Independent Research , Manager
Overlap and multiple Adhoc requests related to company / stock specific research.
 Reviewing client portfolios to highlight asset class deviations for investment objectives for
rebalancing purposes.
 Reports include Client Presentation, Effective Innovative Investment Management Report,
Over Holding analysis, Taxation Reports, Wealth Planner, Independent Investment Research
Report and various others report which are being customized as per their requirement by
using tools Bloomberg & Morning Star terminal
 Wealth Planning and Proposals of new and prospective clients.
 Mutual Funds and Fixed Income analysis report.
 Working on Bloomberg, MorningStar, MPI and FactSet to extract and analyze financial
information.

2.  Monthly and Quarterly clients customized Adhoc reporting of the clients Portfolios to their
respective Portfolio Managers.
 Portfolio Rebalancing & Investment Banking.
 Give comprehensive investment products, services and assist the customers on investment,
insurance and Tax structure.
Past Exp: Worked with e-Call International as Senior Customer Executive from Nov; 2005 to
May; 2007
Key Responsibility Area:
Job Responsibilities:
 Responsible for Listing of the Official Yellow Pages by AT&T, the biggest
Telecom player in the U.S.A., over telephone.
 Maintaining individual and team reports.
 Responsible for escalated calls.
Qualifications
 Bachelor in Science (Math’s and Physics) from Kashmir University in 2003-04 – 56%
 Secondary & Higher Secondary Education (12th Standard), from J&K State Board – 64%
Strengths
I am adaptable and quick learner. I am a highly motivated professional looking to enhance my
ability to work in a senior management challenging role by converting my learning experiences into
performance. My enthusiasm and confidence is contagious and can generate adrenaline among my
team members to perform to the best of their abilities. Able to work on own initiative or as part of
a team and can deal with leadership roles with ease.
My USP is my ability to do intense hard work.
Personal Details
Father’s Name : Lt. Sh. Prem Nath Watal
Address : H.No. 1939, Laxman Vihar, Phase – 2, Near Sector 4, Gurgaon, Haryana
Permanent ADD : H.No. 745, Sector 3, Vinayak Nagar, Muthi, Jammu - 181205
(Manoj Kumar)