Vinayak Kumar Mishra
Investment Portfolio Counsellor
- Role
- Investment Portfolio Counsellor at IDFC FIRST Bank
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Vinayak Kumar Mishra
Experienced Channel Sales Manager | Mutual Funds | PMS | AIF | Passive & ETF | Asset ManagementStrategic and driven professional with a proven track record in channel sales, specializing in Mutual Funds, PMS, AIF, Passive investments, and ETFs in the Uttar Pradesh region. Adept at growing AUM, expanding client relationships, and driving sales in a dynamic financial landscape.With a deep understanding of capital markets and wealth management, I bring leadership and management expertise to the forefront. My skills in digital tools, regulatory compliance, and portfolio management services allow me to navigate the evolving investment landscape effectively.I combine strategic vision with tactical execution. Passionate about financial literacy and innovation, I’m focused on staying ahead of industry trends, including digital transformation and the growth of passive and alternative investments.Let’s connect and explore opportunities to drive growth in the financial services ecosystem!
Experience
Investment Portfolio Counsellor
Nov 2025 — Present · Lucknow, IN
Provide expert investment advice and craft personalized portfolio strategies aligned with clients’ goals and risk profiles-Monitor portfolios, track market trends, and recommend timely adjustments-Collaborate with teams to acquire clients and promote investment solutions-Build lasting client relationships while ensuring compliance and service excellence.
Education
Fatima Convent School
10th, PCM
1991 — 2003
Punjab Technical University
Bachelor of Business Administration (BBA), Marketing
2008 — 2011
SCMLD
PGPEL & SAPEL+ MBA, Marketing
2011 — 2013
Mohammed Ali Inter College
12th, PCM
2003 — 2005
Skills
- Marketing
- Mutual Funds
- Team Management
- Leadership Development
- Market Research
- Operations Management
- Analysis
- Sales
- Team Building
- Management
- Business Development
- Interpersonal Skill
- Product Marketing
- Time Management
- Strategic Leadership
- Negotiation
- Asset Managment
- Temporary Placement
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