RESUME

PUNEET MISHRA
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Contact Address: 414-A, Block no. 7, Shree Nathji Vihar, Sitapur Road, Lucknow
Contact Number: 9336141197 & 0522-2757354
E-mail ID: Puneet120@hotmail.com, Puneet120@gmail.com

Career Objective:
To work in a challenging environment of a dynamic organization, where I can enrich my abilities,
acquire skills and competencies and be an asset for the organization.

Work Experience:
Employed with HDFC Bank since June 2007 till date.

Job Profile 2007-08 :

Mutual fund product support.

Managing 42 branches of HDFC Bank in U.P and Uttranchal

Job Responsibilities.

The purpose of the job is to provide focused Mutual Fund product support in the Region for the
branches. Product support would mean support in helping branches to increase sales of mutual funds
by ensuring AMC representation, bank dedicated AMC sales support staff and activities to promote
mutual fund business.

Job Profile April 2008

Working as Investment Advisor in Private Banking Group, HDFC Bank, Lucknow.

Job responsibilities:

• Sourcing & Managing investment portfolios for HNI’s & Corporates

• Generating revenue against predefined targets
• Offering customized wealth management solutions across a range of Financial Instruments like
Equity, Debt, Insurance, Real Estates, Private Equity and Structured Products etc.
• Restructuring existing investment portfolios in line with the client profile & investment
objectives
• Providing appropriate financial planning in line with cash flow requirements
• Liasoning with Bank Branches for Lead Generation & Conversions
• Conducting product specific training of Branch RMs, PBs & maintaining TPP focus in branches.
 Previous Assignment

Employed with Yes Bank Ltd., Lucknow branch as Asst. Sales Manager from 1st Feb 2007 to 12th

June 2007.

• Job responsibilities held: Marketing and Sales of liabilities product and Third party products
to HNI clients.

Projects undertaken:

1. Summer Internship
Company: IDBI BANK
Title: Analysis of high-tech services and delivery channels with reference to IDBI Bank
Duration: 6 weeks
Project Details: Since the banking sector has been subjected to tremendous
changes because of the new technology, the project discusses the role of
technology and delivery channel covering areas like:-.
• Their implications
• Challenges
• Foundation for creating superior channel
• SWOT analysis of the banking sector.

Short Term Project

Company: RELIGARE SECURITIES LTD.

Title: PORTFOLIO MANAGEMENT SERVICES
Duration: 14 DAYS
Project Details: A detailed analysis and study of Portfolio Management Services and
its scenario in Indian cash market .

3. Short Term Project

Company: PRINCIPAL PNB ASSET MANAGEMENT
Title : Promotion and Sales of NFO Schemes
Duration : 10 days
Project Details: Promotion of Principal PNB Fixed Duration Fund
Academic Qualification:

1. Completed MBA from Amity University-U.P, Lucknow Campus [June,2007; CGPA – 6.7]
2. Completed B.Com from Lucknow University [2004; 53%]
3. Completed Intermediate from Rosary High School, Baroda affiliated to Gujarat Board [2001;
59%]
4. Completed High school from Rosary High School, Baroda affiliated to Gujarat Board [1999;
82%]
5. Have cleared NCFM Capital Market and Derivatives Module.
Extra Curricular Activities:
• Participated in Gujarat Major Ranking Table-Tennis Tournament.
• Participated in various cultural activities at school and college level.
• Participated in various Event Management activities like organizing seminars, fashion shows
quiz contest, Table Tennis Tournament at school and college.

Personal Information:

PERSONAL
Strong flare ready to take up challenges and to work hard and sincerely. Ready to
improve own caliber to become a Successful Corporate Professional.

Strengths
• Never Quit Attitude.
• Team Player
Gender: MALE
Date of Birth: 14-10-1982
Father’s Name: Mr. Sudhir Mishra

References:
1. Mr. Dinesh Mishra
Manager NR Business
HDFC Bank
Lucknow.
Phone: 9335715380

2. Mr Amit Trikha
National Sales Manager,
Bayer Crop Science,
Hyderabad.
Phone: 9989398737

[PUNEET MISHRA]