Hello, my name is

Gautam Kumar

Private wealth & Investment Banker

About me

Know Me More

They say, “You can focus on Adoption, Retention, Expansion, Advocacy, or you can either focus on the customers’ desired outcome and get all of those things.” As a competent Banking Professional, I abide by this philosophy, strategizing & executing process innovations, change management & service delivery, assimilating customer priorities & business goals to ensure enhanced client acquisition, retention & business success.

I possess 20+ years of experience brainstorming business banking, commercial lending & wealth management solutions directed to significant revenue growth while nurturing & developing HNI/SME/MCG client relations across India.

As an accomplished Investment Banker and with profound business maturity & market intelligence, I lead business transformation, develop a new client base, drive customer success and accelerate commercial growth with innovative product & service initiatives.

I have led branch operations, customer relations & financial advisory for a decade and product management & insurance before, had managed business banking & commercial lending for Small Medium Enterprising Group (SMEAG) & Mid Corporate Group (MCG) clientele of ICICI bank across eastern India. I am adept at client acquisition, CASA mobilization, portfolio management, credit operations & disbursement, business reporting, SOX control and compliance, developing a team of Wealth Managers. 

I bring hands-on proficiency in building ground-up aggressive transformation plans with turbocharged processes blended with comprehensive customer engagement strategies for enhanced client satisfaction & retention.  

I bear the gravitas & agility required to engage effectively across multifunctional stakeholders.

Academically, I am a commerce graduate and hold an MBA in Marketing & Finance from BLS Institute of Management, India.

I thrive in a results-driven & dynamic environment where integrity is highly valued. Beyond work, you will find me reading, enjoying music, networking or capturing moments through the lens.

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Years of Experiance

What I do

Empowering individuals to grow and sustain their wealth through personalized financial strategies, expert advice, and innovative solutions. 

Wealth creation

Strategies and insights to build and grow your wealth over time, maximizing investment returns and optimizing financial opportunities for long-term success.

Personal Finance

Personalized advice on managing your finances, including budgeting, saving, and planning, to achieve financial stability and meet your life goals.

Insurance Advisory

Expert guidance on choosing the right insurance policies to protect your assets and secure your future, tailored to your specific needs and circumstances.

Interested in working with me?

Skills

Wealth Creation
100%
Portfolio Management
100%
Insurance Advisory
100%
Personal Finance
100%

My Experience

JM Financial Services limited

  • Private wealth Advisor
  • Investment Banker

ICICI Bank

  • Portfolio Relationship manager
  • Nurtured leadership as Branch Manager
  • Mentored SME & Asset Business as Business banking Specialist for a cluster
  • Mentored Synergy business across Business verticals for Mid Corportate Group keeping the business within complaince and regulatory boundaries

HSBC

  • Wealth Advisory

CC IMPEX

  • Product mamagement for a sunrise Industry. First exposure to HNI’s and ultra HNI segment

Licenses & certifications