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Harsh Kumar, Cfp® Email & Phone Number
Relationship Manager - IFA Channel
at
SBI MUTUAL FUND
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager - IFA Channel
Location
North Delhi, Delhi, India
Company size
Who is Harsh Kumar, Cfp®? Overview
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Quick answer
Harsh Kumar, Cfp® is listed as Relationship Manager - IFA Channel at SBI MUTUAL FUND, a with 3111 employees, based in North Delhi, Delhi, India. AeroLeads shows a matched LinkedIn profile for Harsh Kumar, Cfp®.
Harsh Kumar, Cfp® previously worked as Relationship Manager - Private Banking at Sbi Mutual Fund and Relationship Manager - Mutual Fund at Icici Prudential Amc Ltd. Harsh Kumar, Cfp® holds Certified Financial Planner (Cfp), Risk Analysis & Insurance Planning, Retirement Planning, Investment Planning & Tax Planning, B from Financial Planning Standard Board India.
Company email context
Email format at SBI MUTUAL FUND
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SBI MUTUAL FUND
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Profile bio
About Harsh Kumar, Cfp®
Serving as a Senior Relationship Manager with SBI Mutual Fund and A Certified Financial Planner and Investment Advisor and former Reporting Manager with a demonstrated history of working in investor Awareness Program and the professional training & coaching industry. Strong human resources professional skilled in Microsoft Word, Leadership, Microsoft Excel, and Customer Service.My Interesting areas are playing Cricket, Travelling, Trekking, Mountains, exploring new places & New People.....
Current workplace
Harsh Kumar, Cfp®'s current company
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Sbi Mutual Fund
4 roles
Harsh Kumar, Cfp® work experience
A career timeline built from the work history available for this profile.
Relationship Manager - Private Banking
CurrentHandling Retail Sales and Private Banking Channel
Sep 2023 - Present
Relationship Manager - Mutual Fund
• To upsell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele• Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls• Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling • Providing Investment planning and advice to the existing and new investor• One point contact for the assigned Investor
Jul 2021 - Sep 2023
Reporting Manager - Investor Awareness Program & Financial Literacy
Financial Literacy Advisory Body India
• Monitoring and Reporting Progress• Creating Charts and Schedules: Preparation of Calendar for the month• Payment Preparation : Client• Coordination with Client• Responsible for the Documents submitted by Client• Producing annual budgets
Aug 2017 - Apr 2021
Team & coworkers
Colleagues at SBI MUTUAL FUND
Other employees you can reach at sbimf.com. View company contacts for 3111 employees →
RR
Ravi Ratanpal
Colleague at Sbi Mutual FundMumbai, Maharashtra, India
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SC
Saurabh Chawda
Colleague at Sbi Mutual FundMumbai, Maharashtra, India
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SD
Sebin Devasia
Colleague at Sbi Mutual FundThiruvananthapuram Taluk, India
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RG
Rubanwesley Garsone
Colleague at Sbi Mutual FundChennai, Tamil Nadu, India
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SN
Sujit Nandi
Colleague at Sbi Mutual FundBurdwan, West Bengal, India
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ST
Saikrishna Thota
Colleague at Sbi Mutual FundVishakhapatnam, Andhra Pradesh, India
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DZ
Deepali Zirmute
Colleague at Sbi Mutual FundMumbai Metropolitan Region, India
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AP
Abhijit Pattnaik
Colleague at Sbi Mutual FundBhubaneswar, Odisha, India
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SD
Soumyabrata Das
Colleague at Sbi Mutual FundKolkata, West Bengal, India
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BA
Balamurugan A
Colleague at Sbi Mutual FundChennai, Tamil Nadu, India
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Ravi Ratanpal
Colleague at Sbi Mutual FundMumbai, Maharashtra, India
View →
SC
Saurabh Chawda
Colleague at Sbi Mutual FundMumbai, Maharashtra, India
View →
SD
Sebin Devasia
Colleague at Sbi Mutual FundThiruvananthapuram Taluk, India
View →
RG
Rubanwesley Garsone
Colleague at Sbi Mutual FundChennai, Tamil Nadu, India
View →
SN
Sujit Nandi
Colleague at Sbi Mutual FundBurdwan, West Bengal, India
View →
ST
Saikrishna Thota
Colleague at Sbi Mutual FundVishakhapatnam, Andhra Pradesh, India
View →
DZ
Deepali Zirmute
Colleague at Sbi Mutual FundMumbai Metropolitan Region, India
View →
AP
Abhijit Pattnaik
Colleague at Sbi Mutual FundBhubaneswar, Odisha, India
View →
SD
Soumyabrata Das
Colleague at Sbi Mutual FundKolkata, West Bengal, India
View →
BA
Balamurugan A
Colleague at Sbi Mutual FundChennai, Tamil Nadu, India
View →
3 education records
Harsh Kumar, Cfp® education
Certified Financial Planner (Cfp), Risk Analysis & Insurance Planning, Retirement Planning, Investment Planning & Tax Planning, B
Financial Planning Standard Board India
Bachelor Of B.Com, Accounting And Business/Management
Master Of Commerce, Accounting And Finance
FAQ
Frequently asked questions about Harsh Kumar, Cfp®
Quick answers generated from the profile data available on this page.
What company does Harsh Kumar, Cfp® work for?
Harsh Kumar, Cfp® works for SBI MUTUAL FUND.
What is Harsh Kumar, Cfp®'s role at SBI MUTUAL FUND?
Harsh Kumar, Cfp® is listed as Relationship Manager - IFA Channel at SBI MUTUAL FUND.
Where is Harsh Kumar, Cfp® based?
Harsh Kumar, Cfp® is based in North Delhi, Delhi, India while working with SBI MUTUAL FUND.
What companies has Harsh Kumar, Cfp® worked for?
Harsh Kumar, Cfp® has worked for Sbi Mutual Fund, Icici Prudential Amc Ltd, and Financial Literacy Advisory Body India.
Who are Harsh Kumar, Cfp®'s colleagues at SBI MUTUAL FUND?
Harsh Kumar, Cfp®'s colleagues at SBI MUTUAL FUND include Ravi Ratanpal, Saurabh Chawda, Sebin Devasia, Rubanwesley Garsone, and Sujit Nandi.
How can I contact Harsh Kumar, Cfp®?
You can use AeroLeads to view verified contact signals for Harsh Kumar, Cfp® at SBI MUTUAL FUND, including work email, phone, and LinkedIn data when available.
What schools did Harsh Kumar, Cfp® attend?
Harsh Kumar, Cfp® holds Certified Financial Planner (Cfp), Risk Analysis & Insurance Planning, Retirement Planning, Investment Planning & Tax Planning, B from Financial Planning Standard Board India.
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