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Bhim Kumar Email & Phone Number
Wealth Manager
at
IIFL Capital Services Limited
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager
Location
Patna, Bihar, India
Company size
Who is Bhim Kumar? Overview
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Quick answer
Bhim Kumar is listed as Wealth Manager at IIFL Capital Services Limited, a with 2040 employees, based in Patna, Bihar, India. AeroLeads shows a matched LinkedIn profile for Bhim Kumar.
Bhim Kumar previously worked as Wealth Manager at Iifl Securities and Wealth Manager at Iifl Securities. Bhim Kumar holds Master Of Computer Applications - Mca, Computer Software And Media Applications, 1St from Kalinga University, Raipur.
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Email format at IIFL Capital Services Limited
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IIFL Capital Services Limited
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Profile bio
About Bhim Kumar
I'm Bhim Kumar a dedicated professional with over seven years of experience in the financial sector, specializing in investment products and relationship management. Currently serving as a Service Relationship Manager at Indusind Bank in Patna, Bihar, I'm responsible for managing the banking needs of over 2000 clients, ensuring exceptional service and achieving cross-selling targets. My extensive background includes roles at DCB Bank and AXIS Bank, where I honed my skills in branch and affluent banking. My commitment to excellence, coupled with his ability to build strong client relationships, makes me a valuable asset in any consultancy role/Leadership profile.Versatile Manager with background in Branch Banking. Consistently meet bank and customer service standards. Ready to tackle new challenges in positions within the Banking industry and skilled in problem-solving and creative decision-making. Self-directed with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills. Results-oriented and specializing in planning and managing total operations. Analytical and detail-oriented with over 04 years of experience and Investment Banker successful at improving operations, impacting business growth and enhancing profits.I deal with,Ensure quality customer acquisition and on boarding for each customer as per Bank's policy and guidelines.Forging effective relationships with customers and ensuring quality customer service is delivered at all points in time.Giving the client need based product solutions and in the process aligning client requirements with business specifics.Assessing customer propensity and ensuring higher product penetration per relationship.Referencing for more business from existing customers.Handle customer queries and complaints.Manage assigned branch operational functions like custodian for Cash, keys, pins, cheque books, locker, etc.Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc.Evaluated suppliers to assess quality, timeliness and compliance of deliveries, maintain tight cost controls and maximize business operational efficiency.Cross selling banking products including CASA, Assets including Gold Loan, Business Loan, Housing Loan, FD, Revenue from LI/ GI/MF/ TF/ Forex.
Current workplace
Bhim Kumar's current company
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Iifl Capital Services Limited
6 roles
Bhim Kumar work experience
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Wealth Manager
Wealth Manager
Wealth Manager at IIFL Securities | Patna I am currently serving as a Wealth Manager at IIFL Securities in Patna. My role involves providing comprehensive financial advisory services to High Net-Worth Individuals (HNIs). I specialize in guiding clients through a range of investment opportunities and financial products to help them achieve their financial goals and secure their family's future.Key Responsibilities:Advising HNI clients on various investment products including Mutual Funds, Alternative Investment Funds (AIF), and Portfolio Management Services (PMS).Offering tailored investment strategies and financial plans to meet the unique needs and goals of each client.Selling a diverse array of financial products to clients, ensuring they receive optimal solutions for wealth accumulation and management.Providing comprehensive insurance solutions to safeguard clients' families and assets.Building and maintaining strong relationships with clients to understand their financial objectives and risk appetite.Staying updated with market trends, financial products, and regulatory changes to provide informed advice.Skills and Expertise:Extensive knowledge of investment products and financial markets.Strong analytical and advisory skills to tailor investment strategies.Excellent relationship management to engage and retain HNI clients.Ability to communicate complex financial concepts in a clear and understandable manner.Commitment to providing exceptional service and achieving clients' financial goals.
May 2023 - Jul 2024
Jun 2019 - May 2023
Assistant Manager
DCB BANK, Relief Road - Branch - Assistant ManagerAhmedabad, 03/2018 - 06/2019Managed opening and closing procedures and recommended changes to enhance efficiency of daily activitiesIncreased sales revenues by promoting complementary products and educating customers about Banking Products.Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.Established and optimized schedules to keep coverage and service in line with forecasted demandsSubmitted reports to senior management to aid in business decision-making and planning.Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.Ensure quality customer acquisition and on boarding for each customer as per bank’s policy and guidelines.
Mar 2018 - May 2019
2 education records
Bhim Kumar education
Master Of Computer Applications - Mca, Computer Software And Media Applications, 1St
Bscit, Computer Technology/Computer Systems Technology, 1St
FAQ
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What company does Bhim Kumar work for?
Bhim Kumar works for IIFL Capital Services Limited.
What is Bhim Kumar's role at IIFL Capital Services Limited?
Bhim Kumar is listed as Wealth Manager at IIFL Capital Services Limited.
Where is Bhim Kumar based?
Bhim Kumar is based in Patna, Bihar, India while working with IIFL Capital Services Limited.
What companies has Bhim Kumar worked for?
Bhim Kumar has worked for Iifl Capital Services Limited, Iifl Securities, Indusind Bank, Axis Bank, and Dcb Bank.
How can I contact Bhim Kumar?
You can use AeroLeads to view verified contact signals for Bhim Kumar at IIFL Capital Services Limited, including work email, phone, and LinkedIn data when available.
What schools did Bhim Kumar attend?
Bhim Kumar holds Master Of Computer Applications - Mca, Computer Software And Media Applications, 1St from Kalinga University, Raipur.
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