Anshuman Dixit
Wealth & Portfolio Management || Relationship Management || Among Top 5 RM’s All-India Wealth Maestro (Yes Securities) || MBA (Data Science) Candidate || CSPO® (Certified Scrum Product Owner)
- Role
- Wealth Relationship Manager at IDFC FIRST Bank
- Location
- Bhopal, MP, IN
- LinkedIn followers
- 500 followers
About Anshuman Dixit
In an era of market volatility, I don’t just provide advice—I engineer financial dominance. As a Banking Investment Consultant and RM, I specialize in high-stakes portfolio architecture for High-Net-Worth Individuals. My methodology is a rare fusion: the strategic foresight of an elite consultant, the analytical rigor of a Data Science MBA candidate at NMIMS, and the agile execution of a Certified Scrum Product Owner. I am currently evolving my expertise by pursuing an MBA in Data Science, allowing me to bridge the gap between traditional relationship management and advanced predictive financial modeling. Whether it is navigating Alternative Investment Funds (AIF) or conducting deep-dive risk profiling, I ensure every portfolio is optimized for maximum impact and surgical risk management.
Experience
Wealth Relationship Manager
Jan 2026 — Present · Bhopal, IN
Managing a high-value portfolio of First Wealth clients, focusing on deepening relationships through personalized banking and wealth solutions.2. Driving growth in CASA (Current Account Savings Account) balances and acquiring New-To-Bank (NTB) premium customers.3. Cross-selling a diverse range of financial products, including Mutual Funds, Insurance, PMS, and AIF, to increase the product holding per customer.4. Achieving monthly income targets (NII & NFI) while maintaining high Net Promoter Scores (NPS) through excellence in service.5. Conducting comprehensive profiling and financial planning to offer research-backed investment strategies (ACE Funds, Sovereign Gold Bonds).6. Ensuring 100% client engagement through quarterly meetings and regular portfolio reviews to monitor progress toward financial goals.7. Facilitating a wide array of banking services, from routine transactions and credit cards to complex investment products like SIPs and Alternate Investment Funds.8. Maintaining strict adherence to bank policies, internal compliance (SOPs), and regulatory guidelines to ensure audit readiness.
Education
Institute for Excellence in Higher Education(IEHE),Bhopal(Autonomous)
Bachelor of Arts - BA, Sociology and English Literature
2020 — 2023
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
Master of Business Administration - MBA, Data Science
Manipal Academy of Higher Education
Postgraduate Diploma, Banking & Financial Services
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.