1. Awakash
Address: H.No-35, II Floor, 7Ath
Cross, 8Th
Main, Hoysala Nagar, T C Palya Road Ramamurthynagar, Bangalore -560016.
E-mail – kumarawakash@gmail.com, Mobile No. +91-9686663947, +91-9379181690
 Offering around seven years of dexterous experience in the Banking, Financial Services and Insurance.
 Remains on the cutting edge, driving new business with acquisition model through key understanding of financial
market, client servicing, profiling, segmentation and establishing relationship with them.
 A proactive planner with expertise in, market plan execution, prospect targeting, and product positioning.
 Knowledge of basic banking operational tools like Finacle, FCRM and Integra. Involved in Market Analysis,
Competitive analysis, Cross selling models & preparing MIS.
EMPLOYMENT PROFILE
Since 25th
February’2010 – till date, with ICICI Bank Ltd. as Relationship Manager- Wealth Management
 Product Analysis : Exceptional understanding of Banking and Financial Services need and wide range of investment
vehicles in - Assets; Home Loan, Auto Loan, Personal Loan, LAP, LAS, Credit Card. Liabilities; including Equities,
Structure Products, Private Equity, Derivatives, Mutual Funds, Bonds, Life Insurance, General Insurance, IPO’s.
Driving new acquisitions of Savings account for Individuals and trade potential Current account for Corporate. Keep
track of the financial market through continuous training & study modules provided by the bank.
 Portfolio Management: Holding the book value (AUM) of Rs.102 Cr.(Including DEMAT Portfolio of 53 Cr.)
Responsible for book growth in CASA & attachment products i.e Term deposit, Forex. Conduct comprehensive
review of client portfolios with proper focus on Asset Allocation according to their respective risk profile. Analysis of
the portfolio’s requirement with usage of statistical analysis. Prepare and conduct presentations.
 Investment Advisory: Develop and oversee relationships with High Net-worth Individual, conduct meeting with
clients to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset
allocation suggestion. Successfully explain and promote complex financial products to clients.
 Banking Operations: Maximizing customer satisfaction level by on time delivery of services, monitoring customer
complaints, providing efficient services. Mapping business requirements and coordinating in developing and
implementing processes in line with the pre-set guidelines.
 Finacle Customer Relationship Management: Knowledge and exposure of FCRM as end User. Creating new
service requests like TDS certificate, Mobile Banking, Internet Banking and ATM card related issues for a client.
Tracking and checking the status of request in FCRM.
PROFESSIONAL MILESTONES
 Achieving Sales operating plan (SOP) month on month on all input & output parameters
 Achieved Annual operating plan (AOP) consistently in consecutive years
 Consistently rated 1 or 2 in every year annual performance appraisal
 Ranked No.2 as RM, Pan India in year 2013-2014 and won THE EXCEPTIONAL contest launched by central
team
 Recipient of Customer Service Award from CEO Ms. Chanda Kochhar in the year 2012 - 2013
 Recipient of Customer Service Award from Zonal Head Mr. Bijith Bhaskar in the year 2013 - 2014 for 1st
quarter
 Qualified & participated in several target oriented events launched by the Bank
 Received several appreciations from Senior Management in Sales Contest launched at Regional & Zonal level

2. CERTIFICATIONS
 Procured training in Wealth Management Academy by ICICI Bank- WMA Certified
 AMFI Certified ( Association of Mutual Funds in India )
 IRDA Certified ( Insurance Regulatory and Development Authority )- Life Insurance & General Insurance
PREVIOUS PROFESSIONAL EXPERIENCE
From 31st
March’ 2008 to 12th
November’ 2009 with Reliance Money Ltd. ( ADAG ), as Centre Manager
 Channel sales: Maintaining cordial relations with existing franchisee to enhance the business by volume and revenue
for the company. Identifying capable new franchisee in the territory for the organisation to develop more business.
Imparting /organizing training programs for achieving pre planned business targets. Responsible for motivating,
leading, & monitoring the performance of franchisee members to ensure efficiency in sales operations and meeting of
individual & group targets.
 Business Development: Analysing business potential & forecasting monthly/annual business targets augment &
achieve desired targets. Monitoring competitor activities and devise effective counter measures. Handling the
operations for achieving increased growth & profitability.
 Team Management: Heading the team of 18 executives comprises of Personal Financial Consultants (PFC’s) &
Business Development Executives (BD’s). Imparting /organizing training programs for achieving pre planned business
targets. Leading, training & monitoring the performance of team members to ensure efficiency in sales operations and
meeting of individual & group targets.
PROFESSIONAL ENHANCEMENT INITIATIVES
Completed a 250-hour comprehensive performance-based Leadership Development program by Stratecent Consulting
Acquired the following skills: Negotiation, Problem Solving, Strategy, Teams.
Pursued the training on SAP CRM Functional Module and Statistical Analysis tool SAS.
Strengths: Confidence, Dedication, Adaptability, Punctuality & Team Player
ACADEMIC OVERVIEW
 PostGraduate Program in IT + Marketing from Indira School of Career Studies, (Part of Indira Group of
Institute), Pune (with 74%).
 B.Sc. in Computer Science from Ram Lal Anand College, University of Delhi (with 54%).
 HSC, Central Academy, Kota, CBSE, (with 65%).
 PUC, Birla Public School, Pilani, CBSE (with 75%).
PERSONAL DOSSIER
Date of Birth : 23rd
January 1983.
Sex : Male
Language : Hindi, English
Marital Status : Married
Permanent Address : Opp. Dr. Manju Choudhary Clinic,
Ward No. – 34, Miyan Chak, Kargil Road
Begusarai, Bihar, 851101
.Passport : G6164240.
REFERENCE & DOCUMENTS AVAILABLE ON REQUEST