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Partnership Manager with 5+ years in Banking & Wealth Management
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Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Results-driven Banking & Wealth Management Professional with 1.6+ years of experience at Kotak Mahindra Bank handling High Net Worth (HNI) client portfolios. Strong background in portfolio advisory, revenue generation, relationship management, and financial product cross-selling. Proven expertise in driving AUM growth, improving client retention, and delivering tailored investment strategies. Backed by 4+ years of experience in business development and financial services.
Dr. D.Y. Patil University
MBA
January 1, 2023 – January 1, 2025
The Maharaja Sayajirao University of Baroda
Bachelor of Commerce · Commerce
N/A – Present
Silver Oak School
Higher Secondary
N/A – Present
Kotak Mahindra Bank
Deputy Manager – Portfolio Management (HNI Clients)
January 1, 2024 – Present
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Cultural Fit Analysis
The candidate's diverse experience across banking, wealth management, and education sectors, coupled with their current MBA pursuit, indicates adaptability and a growth mindset. Their roles consistently involve client interaction, sales, and target achievement, aligning well with a performance-driven culture. The breadth of skills in financial products and client management suggests a good fit for roles requiring a comprehensive understanding of the financial services landscape.
Soft Skills & Operational Fit
The candidate demonstrates strong soft skills in client relationship management, strategic sales, and team leadership, as evidenced by their roles in wealth advisory and business development. Their experience in coordinating with product and operations teams suggests good operational fit and ability to work cross-functionally. The focus on customer satisfaction and attrition reduction highlights client-centricity.