Puneet Hdfc Bank
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RESUME
PUNEET MISHRA _____________________________________________________________________________________________________________________________________________________________________________ _
Contact Address: 414-A, Block no. 7, Shree Nathji Vihar, Sitapur Road, Lucknow Contact Number: 9336141197 & 0522-2757354 E-mail ID: [email protected], [email protected]
Career Objective: To work in a challenging environment of a dynamic organization, where I can enrich my abilities, acquire skills and competencies and be an asset for the organization. Work Experience: Employed with HDFC Bank since June 2007 till date. Job Profile 2007-08 : Mutual fund product support. Managing 42 branches of HDFC Bank in U.P and Uttranchal Job Responsibilities. The purpose of the job is to provide focused Mutual Fund product support in the Region for the branches. Product support would mean support in helping branches to increase sales of mutual funds by ensuring AMC representation, bank dedicated AMC sales support staff and activities to promote mutual fund business. Job Profile April 2008 Working as Investment Advisor in Private Banking Group, HDFC Bank, Lucknow. Job responsibilities: • • • • • • •
Sourcing & Managing investment portfolios for HNI’s & Corporates Generating revenue against predefined targets Offering customized wealth management solutions across a range of Financial Instruments like Equity, Debt, Insurance, Real Estates, Private Equity and Structured Products etc. Restructuring existing investment portfolios in line with the client profile & investment objectives Providing appropriate financial planning in line with cash flow requirements Liasoning with Bank Branches for Lead Generation & Conversions Conducting product specific training of Branch RMs, PBs & maintaining TPP focus in branches.
Previous Assignment Employed with Yes Bank Ltd., Lucknow branch as Asst. Sales Manager from 1st Feb 2007 to 12th June 2007. •
Job responsibilities held: Marketing and Sales of liabilities product and Third party products to HNI clients.
Projects undertaken: 1.
• • • •
Summer Internship Company: IDBI BANK Title: Analysis of high-tech services and delivery channels with reference to IDBI Bank Duration: 6 weeks Project Details: Since the banking sector has been subjected to tremendous changes because of the new technology, the project discusses the role of technology and delivery channel covering areas like:-.
Their implications Challenges Foundation for creating superior channel SWOT analysis of the banking sector.
Short Term Project Company: RELIGARE SECURITIES LTD. Title: PORTFOLIO MANAGEMENT SERVICES Duration: 14 DAYS Project Details: A detailed analysis and study of Portfolio Management Services and its scenario in Indian cash market .
3. Short Term Project Company: PRINCIPAL PNB ASSET MANAGEMENT Title : Promotion and Sales of NFO Schemes Duration : 10 days Project Details: Promotion of Principal PNB Fixed Duration Fund
Academic Qualification: Completed MBA from Amity University-U.P, Lucknow Campus [June,2007; CGPA – 6.7] Completed B.Com from Lucknow University [2004; 53%] 3. Completed Intermediate from Rosary High School, Baroda affiliated to Gujarat Board [2001; 59%] 4. Completed High school from Rosary High School, Baroda affiliated to Gujarat Board [1999; 82%] 5. Have cleared NCFM Capital Market and Derivatives Module. Extra Curricular Activities: • Participated in Gujarat Major Ranking Table-Tennis Tournament. • Participated in various cultural activities at school and college level. • Participated in various Event Management activities like organizing seminars, fashion shows quiz contest, Table Tennis Tournament at school and college. 1. 2.
Personal Information: PERSONAL
Strong flare ready to take up challenges and to work hard and sincerely. Ready to improve own caliber to become a Successful Corporate Professional. Strengths
• •
Never Quit Attitude. Team Player
Gender: MALE Date of Birth: 14-10-1982 Father’s Name: Mr. Sudhir Mishra References:
1. Mr. Dinesh Mishra Manager NR Business HDFC Bank Lucknow. Phone: 9335715380 2. Mr Amit Trikha National Sales Manager, Bayer Crop Science, Hyderabad. Phone: 9989398737 [PUNEET MISHRA]
PUNEET MISHRA _____________________________________________________________________________________________________________________________________________________________________________ _
Contact Address: 414-A, Block no. 7, Shree Nathji Vihar, Sitapur Road, Lucknow Contact Number: 9336141197 & 0522-2757354 E-mail ID: [email protected], [email protected]
Career Objective: To work in a challenging environment of a dynamic organization, where I can enrich my abilities, acquire skills and competencies and be an asset for the organization. Work Experience: Employed with HDFC Bank since June 2007 till date. Job Profile 2007-08 : Mutual fund product support. Managing 42 branches of HDFC Bank in U.P and Uttranchal Job Responsibilities. The purpose of the job is to provide focused Mutual Fund product support in the Region for the branches. Product support would mean support in helping branches to increase sales of mutual funds by ensuring AMC representation, bank dedicated AMC sales support staff and activities to promote mutual fund business. Job Profile April 2008 Working as Investment Advisor in Private Banking Group, HDFC Bank, Lucknow. Job responsibilities: • • • • • • •
Sourcing & Managing investment portfolios for HNI’s & Corporates Generating revenue against predefined targets Offering customized wealth management solutions across a range of Financial Instruments like Equity, Debt, Insurance, Real Estates, Private Equity and Structured Products etc. Restructuring existing investment portfolios in line with the client profile & investment objectives Providing appropriate financial planning in line with cash flow requirements Liasoning with Bank Branches for Lead Generation & Conversions Conducting product specific training of Branch RMs, PBs & maintaining TPP focus in branches.
Previous Assignment Employed with Yes Bank Ltd., Lucknow branch as Asst. Sales Manager from 1st Feb 2007 to 12th June 2007. •
Job responsibilities held: Marketing and Sales of liabilities product and Third party products to HNI clients.
Projects undertaken: 1.
• • • •
Summer Internship Company: IDBI BANK Title: Analysis of high-tech services and delivery channels with reference to IDBI Bank Duration: 6 weeks Project Details: Since the banking sector has been subjected to tremendous changes because of the new technology, the project discusses the role of technology and delivery channel covering areas like:-.
Their implications Challenges Foundation for creating superior channel SWOT analysis of the banking sector.
Short Term Project Company: RELIGARE SECURITIES LTD. Title: PORTFOLIO MANAGEMENT SERVICES Duration: 14 DAYS Project Details: A detailed analysis and study of Portfolio Management Services and its scenario in Indian cash market .
3. Short Term Project Company: PRINCIPAL PNB ASSET MANAGEMENT Title : Promotion and Sales of NFO Schemes Duration : 10 days Project Details: Promotion of Principal PNB Fixed Duration Fund
Academic Qualification: Completed MBA from Amity University-U.P, Lucknow Campus [June,2007; CGPA – 6.7] Completed B.Com from Lucknow University [2004; 53%] 3. Completed Intermediate from Rosary High School, Baroda affiliated to Gujarat Board [2001; 59%] 4. Completed High school from Rosary High School, Baroda affiliated to Gujarat Board [1999; 82%] 5. Have cleared NCFM Capital Market and Derivatives Module. Extra Curricular Activities: • Participated in Gujarat Major Ranking Table-Tennis Tournament. • Participated in various cultural activities at school and college level. • Participated in various Event Management activities like organizing seminars, fashion shows quiz contest, Table Tennis Tournament at school and college. 1. 2.
Personal Information: PERSONAL
Strong flare ready to take up challenges and to work hard and sincerely. Ready to improve own caliber to become a Successful Corporate Professional. Strengths
• •
Never Quit Attitude. Team Player
Gender: MALE Date of Birth: 14-10-1982 Father’s Name: Mr. Sudhir Mishra References:
1. Mr. Dinesh Mishra Manager NR Business HDFC Bank Lucknow. Phone: 9335715380 2. Mr Amit Trikha National Sales Manager, Bayer Crop Science, Hyderabad. Phone: 9989398737 [PUNEET MISHRA]
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