VISHAL PANCHAL

E-Mail: adbvln@r.postjobfree.com

Mobile: 971-***-****

New Delhi

Career Objective:

To utilize my knowledge and professional skills in a company that offers challenges and opportunities for career advancement.

EDUCATIONAL QUALIFICATIONS:

Course

Year of

Passing

Specialization/ Stream

Name of Board/University

Name of the institute/College

Percentage /CGPA

Post

Graduate

Diploma in

Management

(PGDM)

2016-18

Finance & Marketing

AICTE

Jagan Institute Of

Management

Studies, Rohini, Delhi

64.70%

B.com (Hons)

2016

Commerce

University of

Delhi

Maharaja

Agrasen College, (Delhi)

66.76%

XII

2013

Commerce

CBSE

Nutan Vidya

Mandir

(Delhi)

68.66%

X

2011

_

CBSE

Nutan Vidya

Mandir

(Delhi)

6.2

WORK EXPERIENCE:

Company: ICICI SECURITIES LIMITED

Designation: Senior Relationship Manager

Duration: June 2018 – Oct 2019

Vertical: Multiproduct

JOB DESCRIPTION:

Entire portfolio analysis of the clients.

Performing need analysis of the Retail, HNI & Ultra HNI client's requirement and doing their 360-degree financial planning / wealth management.

Managing and improving relationship values with existing clients

Formulating strategies to expand the HNI & Retail client's base.

Maintaining long term relationships with existing/new clients so as to increase the revenue base for the company.

Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

Achieving financial goals of the clients through various products.

INTERNSHIPS:

Internship: Operations & Strategy

Company Name: URBANCLAP

Duration: 25/02/2018 - 4/05/2018 (2 months)

Location: Gurgaon

Internship: Fundamental Research and Analysis

Company Name: Elite Wealth Advisors Ltd

Duration: 01/05/2017-30/06/2017 (2 months)

Location: New Delhi

CO-CURRICULAR ACTIVITIES

•Participated in various open mics.

•Associated with “Khusiyaan” foundation.

•Cultural Club President at college.

•Organised and coordinated various events at college level.

•Volunteered for various blood donation camps.

ACHIEVEMENTS/CERTIFICATIONS:

•Conducted a seminar at IIMT Karkardooma on Concept of Securities and kinds of Securities in India

•Research Article Published in Journal Press India.

•Facilitated by Regional Head at ICICI Securities for excellent performance as achieving targets before timeline.

•NISM certification – Mutual Fund Distributor.

•NSE’s certification in financial markets.

•IRDA certification in insurance segment.

HOBBIES & INTERESTS:

•Reading and writing poetry

•Exploring businesses in local markets

•Playing cricket

PERSONAL DETAILS:

Date of Birth: 20/08/1995

Address : D-579/10 Street no.3 Ashok Nagar Shahdara Delhi-110093

REFRENCES:

Name : Saranjit Singh Name : Abhishek Singh

Organization : Icici Securities Ltd Organization : ICICI Securities Ltd

Designation : Chief Relationship Manager Designation : Branch Manager

Contact No. : +91-858******* Contact No. : +91-971*******

Email : adbvln@r.postjobfree.com Email : adbvln@r.postjobfree.com

The information provided above is true to the best of my knowledge and belief.

DATE:

Signature

PLACE: New Delhi

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