Arvind Kumar

About Arvind Kumar

A results-driven professional with 20+ years of experience in insurance, financial…

Experience

1. Product Head - Wealth Management Insurance & Loans

   Edelweiss Life Insurance

   Aug 2024 — Present · Delhi, IN

   As Head of Wealth Management, Insurance, and Loan Distribution, I am responsible for driving the overall strategy, growth, and execution of our financial services business. My focus includes wealth creation, protection planning, and credit solutions, delivered through a strong team of wealth managers, partners, and digital channels.Key Responsibilities:Lead business development across Mutual Funds, PMS, AIF, Life & Health Insurance, and Loans (secured and unsecured).Manage and mentor a team of Wealth Managers, setting performance targets, providing training, and guiding them in delivering personalized financial solutions to clients.Drive distribution through both B2B (partners/advisors) and B2C (direct clients) channels.Expand and strengthen the advisor/partner network across geographies.Develop investment strategies aligned with market insights and client objectives.Ensure strict adherence to SEBI, IRDAI, and RBI compliance and regulatory frameworks.Collaborate with product partners (AMCs, NBFCs, insurers) to enhance offerings.Implement CRM and digital tools to optimize client engagement and operational efficiency.Key Achievements:Successfully built and led a team of high-performing Wealth Managers, resulting in significant AUM and revenue growth.Designed and implemented a structured performance management system and incentive plan for the wealth team.Launched a unified platform offering end-to-end financial solutions with a strong emphasis on long-term client relationships.

Education

• Babasaheb Bhimrao Ambedkar Bihar University

  B.COM (hons), commerce

  1995 — 1998

• Insurance Institute of India

  Principal officer - composit broker

• IL&FS Academy for Insurance Broker

  National Broker Insurance Certification 2008 For Life and General Insurance, Business, Management, Marketing, and Related Support Services

  2008 — 2015

• National Institute of Securities Markets (NISM)

  NISM series -V-A

Skills

• Mutual Funds
• Wealth Management
• Insurance
• Mis
• Portfolio Management
• Strategic Financial Planning
• Banking
• Investments
• Team Management
• Equities
• Bancassurance
• Recruiting
• Relationship Management
• Life Insurance
• Underwriting
• Cross Selling
• Management
• Investment Advisory
• Finance
• Financial Services
• Financial Markets
• Business Development
• Investment Banking
• Business Strategy
• Wealth
• Sales Management
• Claim
• Financial Risk
• Risk Management
• Talent Acquisition
• Loans
• New Business Development
• Crm
• Branch Banking
• Marketing
• Performance Management
• Employee Engagement
• Retail Banking
• Product Development
• Key Account Management