Akash Kumar Patra
Vice President & Senior Regional Portfolio Counsellor at HSBC | LJMU, HarvardX, IMT | Ex Standard Chartered, Citibank, ICICI Bank
- Role
- Vice President - Senior Regional Portfolio Counsellor at HSBC
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Akash Kumar Patra
Experienced Wealth & Investment Management Professional, Vice President & Regional Portfolio Counsellor at HSBC Bangalore. Responsibilities include wealth management of HNI and Ultra HNI clientele with a team of 10-12 Premier RMs and BSM/BM to lead AUM growth of assigned portfolio as well as region. Experienced in Portfolio & Relationship management along with Wealth & Investment Advisory. When I’m not on the job, I like to travel and explore new places, read economic articles and motivational books, follow cricket and watch movies and Web Series.
Experience
Vice President - Senior Regional Portfolio Counsellor
Apr 2026 — Present · Hyderabad, IN
Wealth & Portfolio Management for Premier Banking clients. Managing and growing the investment business for the assigned region with a team of 20-22 experienced Premier RMs in close coordination with Branch & Regional leadership of Telangana & AP.
Education
Biju Patnaik University of Technology, Odisha
Bachelor of Technology - BTech
2009 — 2013
Kendriya Vidyalaya
High School
2007 — 2009
Liverpool John Moores University
MBA
2021 — 2023
Institute of Management Technology, Ghaziabad
Executive MBA
2021 — 2022
Manipal Academy of Higher Education
Post Graduate Diploma in Banking(PGDB), ICICI PO Program
2015 — 2016
Skills
- Customer Relations
- Portfolio Management
- Retail Banking
- Microsoft Excel
- Banking
- Team Management
- Foreign Exchange Management
- Business Communications
- Sql
- Sales Presentations
- Strategic Communications
- Business English
- Public Speaking
- Customer Relationship Management (Crm)
- Html
- Wealth Management Services
- Nri Services
- Sales Management
- Marketing Communications
- Banking Technologies
- C
- Microsoft Office
- Sales
- C++
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