Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

AACHAL KARLUKE

NAGPUR

Summary

Seeking an enviable position in the field of financial world, where leadership, management quality and communication skills help me to give new dimensions to the organization.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Senior Relationship Manager

ICICI Securities
Mumbai
12.2023 - Current
  • My responsibilities encompassed a wide range of functions aimed at driving business growth and ensuring exceptional client service.
  • Day-to-day operations of the diversified portfolio of more than 500 high-net-worth individuals and retail clients, ensuring their needs, objectives, and proactive engagement to enhance client satisfaction and loyalty.
  • Business Growth and Advisory Services: This includes analyzing market trends, identifying investment opportunities, and recommending suitable investments to the client to optimize returns while managing risk.

Education

Master of Science - Chemistry

Kamla Nehru College
Nagpur
06-2023

Bachelor of Science - Biotechnology

Kamla Nehru College
Nagpur
05-2021

Skills

  • Customer relationship management
  • Risk assessment
  • Investment strategy
  • Portfolio management

Accomplishments

  • Successfully met take-off goals at ICICI Securities within specified time frame
  • Secured 3rd position in the wealth creation category at ICICI Securities

Certification

  • NISM V-A Certification - Mutual Fund Distributor.
  • IRDA Corporate agent exam.
  • National Sales academy certification From MANIPAL ACADEMY OF BFSI.

Languages

Marathi
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1

Timeline

Senior Relationship Manager

ICICI Securities
12.2023 - Current

Master of Science - Chemistry

Kamla Nehru College

Bachelor of Science - Biotechnology

Kamla Nehru College

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AACHAL KARLUKE