Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp Email and Phone Number
I am currently working as an Associate Portfolio Manager with Vancity Investment Management, and I bring extensive investment management and financial services experience to the table.I love meeting people. Their life stories, experiences, and circumstances fascinate me. They all are different just like no two investment portfolios are the same. This formidable challenge to craft solutions that are well suited to meet unique financial and life goals is something that propels me to wake up every day to do my job earnestly. Client satisfaction is a real prana for me!Along the way, I have also picked up a great deal of expertise in the field of multi-asset portfolio advisory, financial planning, securities selection and analysis, asset allocation, capital markets, risk management, investment due diligence, client experience, and application of behavioral finance in investment decision making. In my earlier roles, I was also required to mentor, train, and lead large team sizes of senior private bankers spread across wide geographical areas. These assignments taught me a lot about the importance of teamwork and collaboration. By putting my coaching and mentoring skills to work, we established a few new benchmarks:A) 45% increase in assets under management (AUM)B) Growth of 1.5X in revenue multiplesC) 70% jump in sales conversion rateD) Client engagement ratio of 100%E) 95% accuracy rate in the investment sales process My life changed when my wife introduced me to the Law of Attraction! It made sense and encouraged me to be better in every aspect of life. I introspected about the old belief system and adopted an action-oriented "growth mindset" philosophy to drive my decisions. I am also immensely grateful for the opportunities and the rock-solid support of friends and family.I believe in maintaining a healthy work-life balance. My ideal vacation gear has some books and a pair of good walking shoes in it. When not poring over data and market trends, I am busy exploring the local food scene to sample and learn new dishes which also get featured on my Instagram feed!
Vancity Investment Management
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Associate Portfolio ManagerVancity Investment Management Jan 2024 - PresentVancouver, British Columbia, Canada
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AssociateVancity Investment Management Mar 2023 - Jan 2024Vancouver, British Columbia, Canada Handled the onboarding and servicing of new and existing clients by providing high-level service standards while adhering to compliance and operational guidelines Supported Portfolio Managers to provide solutions to client queries within acceptable timelines Collaborated with the operational and compliance team to achieve consistency through process simplification and implementation of best practices Accompanied Portfolio Managers on client and branch meetings to gather insights for further business expansion; collected data to develop effective solutions to meet investor’s long-term financial objectives Mitigated risk and built a high standard of operational efficiency by being compliant with regulatory requirements and compliance standards
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Wealth PlannerVancity Apr 2021 - Mar 2023Surrey, British Columbia, CanadaMutual funds and related financial planning services are offered through Credential Asset Management Inc. Helped the members achieve their financial objectives by providing investment, retirement, and financial advice through customized asset allocation and risk management strategies Managed and grew the existing investment assets by 25% through proactive customer outreach Trained and mentored the branch staff on investment products and processes for a consistent memberexperience and to build a collaborative culture focusing on service excellence Advocated sustainable wealth solutions and created awareness about the Vancity’s investment philosophy and benefits of SRI strategy through presentations and personal discussions -
Senior Vice President & Investment CounsellorBnp Paribas Wealth Management Nov 2019 - Sep 2020New Delhi Area, India Supervised the portfolio management and investment advisory services for the North and East India region of BNP Paribas with an aggregate asset base of USD 7 billion with 100% compliance to global due diligence standards Worked on the dormant client relationships which resulted in the re-activation of 12 accounts and a fresh inflow of approximately USD 8 million in the span of 6 months Constructed customized investment portfolios by developing investment policy statementsby considering risk and return objectives and unique circumstances of different investors Analyzed and researched the individual stocks, pooled funds, alternative structures, and fixed income securities for portfolio inclusion and ongoing rebalancing needs Managed active risk by evaluating beta and correlation properties of individual securitiesand funds; measured the impact of macro factors on portfolio riskiness Conducted training and skill development sessions for the senior private banking team through regular coverage of economic and market trends, industry best practices, and global macro events impacting the risk and return profile of different asset classes -
Associate Director & Senior Wealth SpecialistStandard Chartered Bank Sep 2013 - Nov 2019New Delhi Area, India Advised wealth management clients of 3 large branches on asset allocation, portfolio construction, and financial planning Performed the detailed analysis of investment funds, individual securities, discretionary and non-discretionary portfolios for creating an ideal assets-mix and monitored them for rebalancing needs Grew the net AUM to USD 85 million in less than 5 years while meeting the industry net to gross sales benchmark of 30% Mentored and trained a team of 10 relationship managers, 80% of which achieved the desired industry productivity parameters of 2 new investment accounts and 5 unique clients transactions on a month-to-month basis -
Priority Relationship ManagerStandard Chartered Bank Jun 2010 - Aug 2013New Delhi Area, India Managed a customer base of USD 24 million and counselled clients on investments, diversification, and taxation to achieve the financial goals Dedicated customer engagement helped in increasing the portfolio net promotor score from 7.5 (detractors) to 9 (promoters) Set a new standard for portfolio insurance penetration which jumped almost 2.5 times to the 50% mark and exceeded the first-year revenue target by 65%
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Imperia Client Relationship ManagerHdfc Bank Mar 2008 - Jun 2010New Delhi Area, India Guided the high-net-worth individuals on their banking and investment needs for India's largest private sector bank Accelerated the portfolio penetration of third-party products from 60% to 85% through active engagement and need-based selling -
Relationship ManagerDevelopment Credit Bank Jun 2007 - Mar 2008New Delhi Area, India Worked with a relatively new small-sized bank and built a customer base of USD 6 million from scratch in less than a year by focusing on new bank accounts
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Senior Relationship ManagerIndiabulls Securities Ltd May 2005 - May 2007New Delhi Area, India Advised clients on their stock portfolios, analyzed, and researched individual stocks for portfolio construction, and kept track of long-term drivers of economic growth and stocks price movements Worked on investor awareness and protection programs for better acceptance and understanding of the growing importance of the Indian stock market
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp Education Details
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Traditional Asset Classes And Risk Management -
Global Business Operations -
First Class
Frequently Asked Questions about Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp
What company does Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp work for?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp works for Vancity Investment Management
What is Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp's role at the current company?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp's current role is Investment Advisory | Portfolio Management | Financial Planning | Happily Helping Diverse Clientele Achieve Financial Nirvana | Following My Own Learning Curve | Love to Simplify and Welcome Opposing Viewpoints.
What schools did Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp attend?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp attended Indian School Of Business, Shri Ram College Of Commerce, Patna University.
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