Amit Mishra
Deputy Manager | Private Banking & Wealth Advisory |Operational Analytics | Capital Markets, Insurance & Asset Planning
- Role
- Deputy Manager- Financial Planning & Wealth Management at HDFC Bank Limited
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Amit Mishra
I oversee portfolios for mass affluent and HNW clients, providing tailored investment strategies, optimizing portfolios, and offering predictive financial solutions. Using Python, R, SQL, and big data tools, I convert complex client and market data into insights that support better investment choices and improved client results.With a solid background in banking and wealth management, I blend financial expertise with artificial intelligence models to improve client advisory, uncover growth opportunities, and stay current with market trends and innovative technologies. Passionate about connecting data with strategic financial advice, I aim to create value for clients while driving business growth.
Experience
Deputy Manager- Financial Planning & Wealth Management
Jul 2025 — Present · New Delhi, IN
Managed a ₹50 Cr AUM portfolio of 150+ affluent clients, delivering customized wealth, lending, and investment solutions.Advised clients on portfolio allocation, credit structuring, insurance planning, and risk management, improving financial outcomes and deepening relationships.Achieved consistent business growth through proactive stakeholder management and cross-functional collaboration.Utilized analytics and customer data to identify growth opportunities, improve service delivery, and increase wallet share.
Education
Jain (Deemed-to-be University)
Bachelor's degree (honours) , Data Science And Analytics Integrated with Institute Of Analytics (IOA-UK)
Manipal Academy of Higher Education
Postgraduate Diploma , Banking and Marketing Management
Aarhus University
Master of Science - MS, Data Science
Centurion University of Technology and Management
Bachelor of Technology - BTech, Agricultural Engineering
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