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Anupam Kumar

Anupam Kumar

Trade & Forex councellor

Followers of Anupam Kumar873 followers
location of Anupam KumarGurgaon, Haryana, India

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  • Timeline

  • About me

    TFx Product Manager at IDFC FIRST Bank

  • Education

    • Bapuji Institute of Engineering and Technology

      2011 - 2015
      Bachelor of Engineering (B.E.) Electrical and Electronics Engineering

      Activities and Societies: Debates, Power point presentations, Photography, Secretary students chapter of Indian society for technical education, Event organizer etc Secretary, students chapter of Indian society for technical education and an event organizer from last two years. Won number of prizes in inter dept. and inter college programs.

    • Manipal Academy of Higher Education

      2019 - 2021
      Master of Business Administration - MBA Risk Management Risk Management

      Term 1 – 4 Already completed as a part of PGDBF.Term 51. Organisational Behavior 2. Business Communication 3. Economics for Bankers Term 64 Financial Reporting and Statement Analysis 5 Data Analysis for Managers Term 76 Marketing 7 Services Operations and Quality Management 8 Corporate Governance, Ethics and Compliance Term 89 Financial Management 10 Project Management Term 911 Elective 1 - Risk… Show more Term 1 – 4 Already completed as a part of PGDBF.Term 51. Organisational Behavior 2. Business Communication 3. Economics for Bankers Term 64 Financial Reporting and Statement Analysis 5 Data Analysis for Managers Term 76 Marketing 7 Services Operations and Quality Management 8 Corporate Governance, Ethics and Compliance Term 89 Financial Management 10 Project Management Term 911 Elective 1 - Risk Management12 Elective 2 - Credit Management13 Elective 3 - Treasury and Forex Management Term 10Project Work 8Capstone Leadership Development Program Show less

    • Manipal University

      2015 - 2016
      PGDBS Banking and Financial Support Services Management

      Activities and Societies: Presented a group thought on how to increase Customer satisfaction along with new trends in banking. Innovative Banking Product presentation. Post Graduate Diploma in Banking Services, Banking and Services2015 – 2016Manipal Academy of bankingMaster’s Degree, Post Graduate Diploma in Banking2015 – 2016The Post Graduate Diploma in Banking (PGDBS) Services comprising of four trimesters.First Trimester: Basics of Banking, IT in Banking, Business communication, Managerial Economics, Business Mathematics and Statistics, Accounting, General management & Banking and Allied ServicesSecond Trimester: Retail… Show more Post Graduate Diploma in Banking Services, Banking and Services2015 – 2016Manipal Academy of bankingMaster’s Degree, Post Graduate Diploma in Banking2015 – 2016The Post Graduate Diploma in Banking (PGDBS) Services comprising of four trimesters.First Trimester: Basics of Banking, IT in Banking, Business communication, Managerial Economics, Business Mathematics and Statistics, Accounting, General management & Banking and Allied ServicesSecond Trimester: Retail Banking Products, Banking Laws, Advanced Business communication, Basics of Lending and Credits and Managerial Effectiveness.Third Trimester : Financial Planning, Foreign Exchange, Trade Finances, Retail banking and sales, Corporate Banking, Transaction Banking , Customer Relationship and management and FinacleFourth Trimester: Internship and Project work at a Axis bank for 3 months Show less

  • Experience

    • IDFC FIRST Bank

      Aug 2021 - now
      Trade & Forex councellor

      Roles & ResponsibilitiesKey / Primary Responsibilities of the Role - List the primary deliverables"- Drive product & marketing initiatives launched by central product team- Meet and service trade related queries & requirement of clients by liaising with Ops/product/central team- Drive product & marketing initiatives launched by central product team;- Responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported- Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value- Support team in achieving customer acquisition plan- Joint and independent call with (sales team) RH, BM, SM & SOs - Undertake training of sales and relationship team as subject matter expert- Cultivate relationships with individual and corporate customers- Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality normsSecondary Responsibilities - List the deliverables other than primary, but essential for the role"- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers- Recommend process changes in order to improve service efficiency and quality across the branch network- Regularly update about Trade and Fx transactions" Show less

  • Licenses & Certifications

    • NISM-Series-V-A: Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets
      May 2016
      View certificate certificate

    • NISM-Series-VI: Depository Operations Certification Examination

      National Institute of Securities Markets
      Feb 2016
      View certificate certificate

    • NISM-Series-I: Currency Derivatives Certification Examination (CDCE©)

      National Institute of Securities Markets (NISM)
      Aug 2016

    • Certification Course in Foreign Exchange Operations (CCFE ©)

      Indian Institute of Banking and Finance
      Jan 2018

    • Certification Course in International Trade and Finance (CITF ©)

      Indian Institute of Banking and Finance
      Jul 2019

    • Certification in Trade compliance and countering TBML

      FEDAI
      Jan 2024

  • Honors & Awards

    • Awarded to Anupam Kumar
      Star Performer for TxB Business YTD Axis bank Ltd February 1, 2018 For being on Top Performing RM on Fx area with higher % of achievement (YTD) in Delhi 2 Circle.
    • Awarded to Anupam Kumar
      Top Performer (Q 3)in Fx Business in Delhi 2 Circle Axis Bank LTD December 1, 2017 Received for Transactional Business for Achieving YTD budget (Highest % of Achievement) along with % NTF Clinet.
    • Awarded to Anupam Kumar
      State Level Technical Paper Presentation "IMPULSE" Electrical And Electronics Dept. May 2015 Technical paper presentation mainly for Electrical and Electronics related branches. My paper(Fault Analysis and its protection) got listed in final presentation among 36 papers submitted from 15 different colleges. I successful presented my paper and got 3rd place .
    • Awarded to Anupam Kumar
      Best Students Award 2014 Indian society for Technical Education ,New Delhi Nov 2014
    • Awarded to Anupam Kumar
      First Place in Debate competition Electrical Foroum Oct 2014 I secured First place in inter-department Debate competition in year 2014.
    • Awarded to Anupam Kumar
      Second Place In Photography Competition Electronics and Communication Departement Mar 2014
    • Awarded to Anupam Kumar
      Best Paper Presentation 2013 Indian Society For Technical Education ,BIET Students Chapter Oct 2013 I got First place in new innovative idea presentation under my own entitled project (automation in power billing and payment system).

  • Volunteer Experience

    • STUDENTS REPRESENTATIVE

      Issued by National Service Scheme, IIT Bombay on Oct 2011
      National Service Scheme, IIT BombayAssociated with Anupam Kumar

    • Students Secretary

      Issued by INDIAN SOCIETY FOR TECHINICAL EDUCATION on Aug 2014
      INDIAN SOCIETY FOR TECHINICAL EDUCATIONAssociated with Anupam Kumar