Hanish Mitra

Progressive career trajectory from Manager (2014) to DVP (2022), with a promotion to VP expected in December 2025. Twice nominated to HDFC’s Talent Pool for fast-track leadership development.

Key Achievements

• Manage a diversified portfolio across 30+ high-net-worth clients—predominantly NRIs across the GCC and UK, with a core focus on the GCC market.
• Delivered sustained revenue growth: $1.4M (2022), $1.7M (2023), and $1.9M (2024).
• Originated and developed a significant NTB relationship in 2023 with USD 25M initial funding, growing the relationship to AED 35M AUM within a year.
• Acquired few clients in 2024 focused on FX hedging strategies, generating USD 300K in revenue during the first year.

Core Responsibilities

• Portfolio Management: Oversee and expand HNW portfolios by delivering personalized investment strategies spanning structured products, fixed income, and global funds.
• Tailored Wealth Solutions: Design and deliver bespoke financial solutions for affluent and UHNW clients, with deep specialization in servicing the NRI diaspora.
• Client Acquisition & Business Development: Drive client growth through strategic prospecting, networking, and product innovation, ensuring high-impact onboarding and long-term value creation.
• Advanced Wealth Planning: Advise clients on complex wealth structuring, succession planning, and tax optimization, aligning portfolios with long-term objectives and international considerations.Progressive career trajectory from Manager (2014) to DVP (2022), with a promotion to VP expected in December 2025.

Core Responsibilities

• Client and Account Management: Oversaw a portfolio of high-net-worth individuals and business clients, providing end-to-end banking support tailored to their unique financial needs.
• Wealth Advisory: Conducted comprehensive assessments of client goals, risk appetite, and cash flow to deliver strategic investment and wealth management solutions, using a wide range of market products.
• New Client Acquisition: Drove business growth by acquiring new HNI and SME relationships, consistently exceeding targets in net revenue, AUM, and liability generation.
• Cross-Selling & Product Penetration: Strengthened client engagement and retention by cross-selling a full suite of banking products, including SME financing, mortgages, personal and business loans, insurance, and credit solutions.

Key Achievements

• Acquired 30 HNI clients, expanding the branch’s wealth book from INR 70M to INR 500M within just 9 months.
• Contributed INR 250M to the bank’s asset base, ranking as the top wealth manager in India for asset mobilization during the tenure.

Core Responsibilities

• Client Relationship Management: Managed and deepened relationships with HNI clients by delivering tailored banking and financial planning services aligned with their wealth goals.
• Revenue & Profitability Growth: Drove fee income through strategic cross-selling, increased wallet share, and growth in assets, liabilities, and forex revenues.
• Compliance & Risk Management: Ensured full adherence to internal policies and regulatory frameworks while executing all sales and advisory activities.

Wealth Manager | SMC Investments & Advisors | New Delhi, India | 2010 – 2012 Key Achievements

• Achieved the highest insurance sales across India, earning a spot at the international convention as recognition for outstanding performance.

Core Responsibilities

• Wealth Management & Advisory: Managed a dedicated portfolio of HNI clients, delivering personalized investment advice based on thorough financial needs analysis.
• Product Distribution: Structured and recommended a diverse range of financial products including mutual funds, life insurance, PMS, private equity, broking accounts, and structured investment solutions.
• Client Acquisition & Engagement: Spearheaded innovative sales campaigns and client engagement events, significantly expanding client base and increasing the firm’s market share in the wealth management space.

Senior Financial Planning Manager | HSBC | New Delhi, India | 2007 – 2010

Key Achievements

• Consistently ranked among the Top 3 Relationship Managers Pan-India in 2008 and 2009 across all performance metrics.
• Managed a portfolio of INR 250M+ AUM across 50+ HNW clients.

Core Responsibilities

• Client Relationship Management: Delivered personalized financial reviews and ongoing portfolio engagement for HNI clients, ensuring alignment with evolving financial goals.
• Revenue Generation: Drove consistent fee income through strategic upselling and increasing wealth product penetration across client portfolios.
• Cross-Border & Product Integration: Collaborated with multiple banking divisions—including International Banking, Private Banking, and Commercial Banking—to cross-sell offshore accounts, mortgages, loans, and investment solutions.
• Regulatory Compliance: Maintained full compliance with HSBC’s internal policies and external regulatory standards while delivering superior service and advisory outcomes.

• Managed life insurance sales through bank partner channels ( ABN AMRO Bank ) , focusing on client need analysis and long-term financial planning solutions.

• Led a telesales team for TATA AIG products, overseeing customer onboarding, team performance, and sales process efficiency.