Assistant Manager Relationship

A S S I S T A N T M A N A G E R

Hyderabad +* * -865-***-**** p r ********@*****.***

P R E M S H A R M A

P R O F I L E S U M M A R Y

A resourceful individual with a proven track record in implementing successful investment strategies. A highly organized and hard-working individual looking for a responsible position to prove my skills for organization. Proactive, customer-orientated retail and equity professional with overall 3 years of experience in reputable companies and have strong verbal and analytical skills. Along with have done 2 certification as well in Derivatives and Mutual Fund. P R O F E S S I O N A L S K I L L

MS Office

Communication

Email

Team Player

Operations

Sales

Data Management

Research

W O R K E X P E R I E N C E

Assistant Manager

ICICI BANK - Hyderabad

Understand and service wealth clients' banking and Investment requirements Focus on business development across liabilities, assets & fee products to sustain and achieve growth in relationship value.

Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling of the client

Resolution of queries for all managed clients within specified TAT Jan 2022 - Present

Relationship Manager

INDIA INFOLINE SECURITIES - Mumbai

Feb 2020 - Sep 2020

Certification of NISM Series VIII Equity Derivative to authorize punch the order in the derivative and equity segments.

Certification of NISM Series V Mutual Fund Distribution to authorized for placing the order for mutual fund investments.

Closed multiple deals which involved securities like ULIP, ICICI Prudential, etc. Providing the client on evaluation of the securities which involves different charges. Creating the portfolio based on the client investment value. Handling the NRI client portfolio.

Providing the new joiner regarding the company product and passing the knowledge. Call & Trade Executive

AXIS SECURITIES - Mumbai

Dec 2018 - Aug 2019

To enable the growth of the client and providing the right solution on the investment. Providing the fundamental data analysis based on the data available Placing the order for equity and derivatives on daily basis. Relationship Manager

ANGEL BROKING PVT LTD - Mumbai

Mar 2018 - Dec 2018

I was managing client portfolio (Stock buy/sell)

I also work as a financial advisor of client for buying and selling shares/stock. Appreciated by Angel broking for “Best performer employee” E D U C A T I O N

POST GRADUATION DIPLOMA IN MANAGEMENT - Finance

WELINGKAR INSTITUTE OF MANAGEMENT - Mumbai

2017 - 2019

Bachelor In Financial Markets (BFM)

L.S. RAHEJA COLLEGE OF ARTS & COMMERCE - Mumbai

2014 - 2017

S T R E N G T H

Understanding the fundamentals of the company.

Strong leadership and motivational skills.

Ability to handle pressure.

Excellent in communication in written and verbal both. An excellent Listener.

A C A D E M I C P R O J E C T

Project were based on to analyze resources of funds in Field of finance department and providing the detailed report on the fundamentals of the company to make the right decision for the investment.

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