MBA in Finance with 1 year experience as a wealth manager
Resume:
***********@*****.***
MOBILE
ADDRESS
I-1106,Sarang,Nanded city, Singhad Rd,Pune-411041
DATE OF BIRTH
15th November 1991
Objective
To utilize my knowledge and expertise at every opportunity, while working for an organization where
I can grow and develop
Professional Experience
ICICI SECURITIES Ltd. August 2017 – Present
Associate Wealth Management
Job Description:
»Analysed market activity and trends to evaluate suitable investment opportunities.
»Acquired in-depth knowledge regarding a extensive number of financial products.
»Identified and exploited business opportunities with both new and existing customers to
enhance the company’s business.
»Achieved proficiency in understanding of client needs and making suitable
investment recommendations to enable the client to meet his goals.
»Reviewed client portfolios to assess strategies based on their objectives and risk profiling.
»Assissted a diverse client base including HNI and ultra-HNI clients and advised them
Regarding middle term and long term investments.
»Skilled in new client acquisition.
»Completed all kinds of client service requests well within the turnaround time.
»Mentored and assisted new hires to pitch suitable investment recommendations to their
clients.
Summer Internship
Sharekhan Limited June 2016 – July 2016
Project:To Styudy the investment behaviour of client towards shares and equity market.
Job Description:
»Study the perception of the customer with reference to share market.
»Study varoiurs services offered by sharekhan limited.
»Study the customer satisfaction with reference to sharekhan limited.
Education
Year
Examination
Institution
Percentage / CGPA
2017
MBA - Finance
Neville Wadia IMSR,Pune
7.4
2014
BE(E &TC)
D.Y.Patil College of engineering, Pune
60.60%
2010
HSC
Pemraj Sarda College, Ahmednagar
69.17%
2008
SSC
New English School Balhane,Nasik
80.81%
Certifications
»NISM-Series-V-A: Mutual Fund Distributors
»IRDA-IC 38 Certificate Examination of Corporate Agent
»
Competencies
»Organising skills
»Risk taking
»Communication skills
»Analytical Thinking
»Building and maintaining professional relationships
Hobbies and Interests
»Playing Cricket
»Reading Newspaper
»Watching Movies
References
Mr. Harshit Joshi
ICICI Securities Ltd.
Chief Branch Manager
*******.*****@***************.***
Mrs. Divya Dubey
ICICI Securities Ltd.
Branch Manager
*****.*****@***************.***
Contact this candidate