Kuldeep Singh Umath
Relationship Manager (Manager) @AU SMALL FINANCE BANK
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WORK HISTORY
Relationship Manager (Manager) @AU SMALL FINANCE BANK
Roles & Responsibilities: • Managing and growing the portfolio of High Net-worth Clients (HNI). • Driving CASA growth and lagged value enhancement through deep relationship building and wallet share expansion. • Delivering personalized financial advisory tailored to client needs across Savings, Current Accounts, Fixed Deposits, and Investment Products. • Enhancing client engagement and trust through regular portfolio reviews and superior service experience. • Ensuring strict adherence to regulatory & compliance standards while maintaining customer satisfaction.
EDUCATION
INSTITUTE OF BUSINESS MANAGEMENT & RESEARCH, IPS ACADEMY
Master of Business Administration - MBA
Adarsh Public Higher Secondary School Kurawar
H S C
Makhanlal Chaturvedi National University of Journalism and Communication, Bhopal
PGDCA
Govt. Hamidia Arts & Commerce College Bhopal
Bachelor of Commerce - BCom
ABOUT KULDEEP SINGH UMATH
Dynamic and performance-driven banking professional with 4+ years of diverse…
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