Associate Portfolio Manager
Current
Jan 2024 - Present
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Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp Email & Phone Number
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
at
Vancity Investment Management
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
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
Location
Vancouver, British Columbia, Canada
Who is Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp? Overview
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Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp is listed as 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 at Vancity Investment Management, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp.
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp previously worked as Associate Portfolio Manager at Vancity Investment Management and Associate at Vancity Investment Management. Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp holds Financial Leadership Programme, Traditional Asset Classes And Risk Management from Indian School Of Business.
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Vancity Investment Management
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Profile bio
About Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp
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!
Current workplace
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp's current company
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9 roles
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp work experience
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Associate
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.
Mar 2023 - Jan 2024
Wealth Planner
Mutual 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.
Apr 2021 - Mar 2023
Senior Vice President & Investment Counsellor
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.
Nov 2019 - Sep 2020
Associate Director & Senior Wealth Specialist
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.
Sep 2013 - Nov 2019
Priority Relationship Manager
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.
Jun 2010 - Aug 2013
Imperia Client Relationship Manager
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
Mar 2008 - Jun 2010
Relationship Manager
Development Credit Bank
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
Jun 2007 - Mar 2008
Senior Relationship Manager
Indiabulls Securities Ltd
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
May 2005 - May 2007
3 education records
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp education
Financial Leadership Programme, Traditional Asset Classes And Risk Management
Master Of Business Administration (M.B.A.), Global Business Operations
B.Com (H), Commerce, First Class
FAQ
Frequently asked questions about Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp
Quick answers generated from the profile data available on this page.
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 Vancity Investment Management?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp is listed as 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 at Vancity Investment Management.
Where is Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp based?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp is based in Vancouver, British Columbia, Canada while working with Vancity Investment Management.
What companies has Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp worked for?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp has worked for Vancity Investment Management, Vancity, Bnp Paribas Wealth Management, Standard Chartered Bank, and Hdfc Bank.
How can I contact Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp?
You can use AeroLeads to view verified contact signals for Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp at Vancity Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp attend?
Rohit Kumar, Mba, Cfa, Caia, Frm, Cfp holds Financial Leadership Programme, Traditional Asset Classes And Risk Management from Indian School Of Business.
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