CHANDAN KUMAR

Senior Finance Manager

https://talent.gravityer.com/chandan-kumar-3910266

Key Strengths

Extensive experience (9+ years) in wealth management, relationship management, and branch operations across leading financial institutions.
Proven track record of managing significant Assets Under Management (AUMs) up to INR 130 Cr, demonstrating strong financial acumen and client portfolio management skills.
Strong leadership capabilities, evidenced by successfully leading and mentoring teams of wealth managers and branch staff (up to 15 members).
Expertise in a wide range of financial products including Mutual Funds, AIF, PMS, Fixed Income, Structure Products, Equity, Insurance, ETF, NFO, and Bonds.
Proficient in HNI, UHNI, and NRI client acquisition and relationship management, with a focus on strategic financial planning.

AI is analyzing your overall score…

Identifying your key strengths…

Evaluating your skill match against the job requirements…

Assessing your cultural and operational fit

About

A value-driven professional with over 9 years of insightful experience in the Financial Sector, credited with devising and executing highly effective business strategies and solutions. An all-rounder blending leadership skills with sound business practices to achieve growth and profitability. Skilled planner, strategist, and implementer with a track record of consistently attaining and over-delivering business targets through customer base development, cross-selling, and service improvements. Expertise in financial products including Mutual Funds, AIF, PMS, Fixed Income, and Structure Products. Strong understanding of market volatility, ensuring client interests are safeguarded. Recognized and rewarded by HDFC Securities, Deutsche Bank, Bank of Baroda, and DBS Bank for consistent TOP PERFORMANCE.

Education

Shinghad College (SKNCOE), Pune

MBA · Finance

August 1, 2016 – June 30, 2016

Annada College, Hazaribagh

B. Com · Honours

August 1, 2012 – June 30, 2012

Annada College, Hazaribagh

12th

June 1, 2009 – May 31, 2009

Experience

IIFL Capital

Assistant Vice President (Team Lead)

August 1, 2025 – December 31, 2025

India

Neo Wealth and Assets Management

Assistant Vice President (Team Lead)

February 1, 2025 – July 31, 2025

India

DBS Bank

NRI Treasurer Relationship Manager (Associate)

March 1, 2024 – February 28, 2025

India

IndusInd Bank

Branch Manager (Assistant Vice President) (Team Lead)

August 1, 2023 – March 31, 2024

India

Bank of Baroda

Senior Relationship Manager (Senior Manager)

March 1, 2021 – July 31, 2023

India

Deutsche Bank

Sales Manager (Private & Commercial Clients) (Team Lead)

March 1, 2019 – March 31, 2021

India

HDFC Securities

Relationship Manager

May 1, 2016 – July 31, 2018

India

Certifications

CWM Pursing

Unknown

May 1, 2026 – Present

NISM-Series-VIII: Equity Derivatives Certification (e-CPE Program by NISM)

NISM

May 1, 2026 – Present

NISM-Series-5A-Mutual Fund Distributors Certification (e-CPE Program by NISM)

NISM

May 1, 2026 – Present

IRDA Certified

IRDA

May 1, 2026 – Present

CFA Pursuing

Unknown

May 1, 2026 – Present

Key Strengths

Extensive experience (9+ years) in wealth management, relationship management, and branch operations across leading financial institutions.
Proven track record of managing significant Assets Under Management (AUMs) up to INR 130 Cr, demonstrating strong financial acumen and client portfolio management skills.
Strong leadership capabilities, evidenced by successfully leading and mentoring teams of wealth managers and branch staff (up to 15 members).
Expertise in a wide range of financial products including Mutual Funds, AIF, PMS, Fixed Income, Structure Products, Equity, Insurance, ETF, NFO, and Bonds.
Proficient in HNI, UHNI, and NRI client acquisition and relationship management, with a focus on strategic financial planning.

Cultural & Operational Fit

Cultural Fit Analysis

The candidate's diverse experience across multiple reputable financial institutions (HDFC Securities, IIFL Capital, IndusInd Bank, Deutsche Bank, Bank of Baroda, DBS Bank, Neo Wealth) showcases adaptability and a broad understanding of various corporate cultures and operational models within the finance sector. Their consistent progression into team lead and managerial roles, coupled with a focus on client satisfaction and revenue generation, suggests a results-oriented and collaborative mindset. The recognition for 'TOP PERFORMANCE' at multiple organizations further reinforces a strong cultural fit for high-performing financial environments.

Soft Skills & Operational Fit

The candidate demonstrates strong soft skills in relationship management, client-centric communication, team leadership, strategic thinking, and business development. Operationally, they are well-versed in managing P&L statements, executing branch strategies, mobilizing liabilities, cross-selling diverse financial products, and implementing business strategies for sustained revenue growth. This indicates a hands-on, results-driven approach to financial operations and team management.