Deep Enrich
KUNAL MANNA
Relationship manager
432 followers
Canada
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About me
BUSINESS ANALYST- Finance| Wealth Management | Investment | Risk Management| Project Management| AGILE & SCRUM| AI
Education
Project Management institute
2022 -PMP Project ManagementGlobal Assosciation of Risk Professionals (GARP)
2020 - 2021FRM FRMCanadian Securities Institute
2020 - 2020Canadian securities coarses Canadian securities coarses
Indian Institute of Management Ahmedabad
2021 - 2022EPBA BUSINESS ANALYTICSActivities and Societies: Advance Business Analytic Skills , computational thinking and programming
Manipal Academy of Higher Education
2010 - 2011Post Graduate Deploma in banking Banking and Finance
St. Thomas' College of Engineering & Technology 122
2005 - 2009Bachelor of Technology - BTech Computer Science
Experience
ICICI Bank
Feb 2011 - Aug 2016Relationship manager- Investment and Portfolio Management for premium HNI/WEALTH relationships 1.4 million USD- Incremental achievement of CASA and Fee income with effective management of customer relationship, NCA CASA ( new customer acquisition)- Cross-selling and managing of an array of Financial Products like Investment, Structure products, Private Equity, Reality Fund and assets, Mutual Funds and Insurance etc.- Adhere to Compliance with Banking policies, products and processes.
YES BANK
Sept 2016 - Jan 2018Financial Advisor
Axis Bank
Feb 2018 - Sept 2019Wealth Manager
HDFC Bank
Sept 2019 - Jun 2022Senior Relationship Manager
Sept 2019 - Jun 2022Senior Relationship Manager
Sept 2019 - Jun 2022
IndusInd Bank
Sept 2021 - nowDeputy Vice Presidentinvestment Banking , Project Management and Wealth. We do work closely with positioning the product according to market research, using agile techniques and feasible solution towards a scalable output
Licenses & Certifications
- View certificate
Introduction to Spreadsheets and Models
CourseraAug 2021
- View certificate
Fundamentals Of Quantitative Modelling
Wharton OnlineAug 2021 .webp)
CANBAN
International Scrum Institute™ (Scrum Institute)Apr 2022- View certificate
Foundations of Project Management
GoogleAug 2021 - View certificate
Verified International Academic Qualifications
World Education ServicesMar 2021 
Project Management Professional (PMP)
Project Management InstituteMar 2022- View certificate
Financial Modelling Foundation
Training The StreetSept 2025 
JIRA
AtlassianApr 2022
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