Aakansha Dubey
Ghaziabad
Summary
Looking for entry into a world class, highly professional organization with challenging and competitive environment, where I can apply & enhance my knowledge and skills to serve the firm to the best of my efforts
Overview
7
7
years of professional experience
Work History
Wealth Manager
ICICI Securities
07.2024 - Current
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
Branch Relationship officer
Axis Bank
09.2022 - 04.2024
- Ensure administration of the branch by directing daily operations like cash, clearing, transfer /RTGS / NEFT, SB, CD, FDR, Deposits, account opening, forex transaction and customer service with a team of Tellers and Customer Service Officers
- Ensure all customer complaints and issues are resolved maintaining high service standards
- Establish and strengthen all key customer relationships to generate sustained business
- Providing financial solutions to customers by offering 360 degree bank’s products as per their needs, providing service to existing and New-To-Bank customers in the branch, and adding new customers through referral generation activities and customer visits
- Monitoring of dummy/suspense accounts, PAN / FATCA Updation / Re- KYC/BO Updation
- Coordination with CPC/RPC/Investment desks for account opening of customers.
Relationship officer
Kotak Mahindra Bank
11.2021 - 08.2022
- Working as backup of Service officer for All operation work like Transaction NEFT, RTGS, DD, Cash transactions And Passbook printing statement generation' service Related queries and complaints issues
- Manage The Portfolio of Branch base and acquire NTB Provide the Best Solution Financial services
- Customer Service: Specialized resource to pro-actively resolve customer queries to ensure primary banking behavior
- Dealing with the existing customers/ Walk -In customers and sourcing fresh accounts
- Handling personalized service requests of customers
- Reaching out to new and existing customers and enlightening them regarding Mutual Fund, Life Insurance
- Monitoring of dummy/suspense accounts, PAN / FATCA Updation / Re- KYC/BO Updation
- Coordination with CPC/RPC/Investment desks for account opening of customers
- Achievement of product-wise targets and cross selling products as per their need and risk profiling
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value.
Relationship Manager
HDFC Securities
01.2018 - 11.2021
- Dealing with the existing customers/ Walk -In customers and sourcing fresh accounts
- Reaching out to new and existing customers and enlightening them regarding Mutual Fund, Life Insurance, NPS, Corporate FD, NCD’s, Bonds & LAS (loan against securities and mutual fund)
- Achievement of product-wise targets and cross selling products as per their need and risk profiling
- Focus on business development across liabilities, assets & fee to based income.
Education
Certified Financial Planner -
College of Financial Planning, NCFM International
01.2021
MCOM -
Indira Gandhi National Open University
01.2018
PGDM Banking and Finance Services -
Trigya school of Finance & Management
01.2017
B. Com -
School of Open Learning, Delhi University
01.2016
12th -
Plato Public School, CBSE
01.2013
10th -
Plato Public School, CBSE
01.2011
Personal Information
Father's Name -: Mr, J.S Negi
Permanent Address -: FLAT - i , First floor , Royal Tower -D ,Siddharth Vihar Residency , Ghaziabad -201009
Date of Birth -: 12/17/1996
Language Known -: English , Hindi
Timeline
Wealth Manager
ICICI Securities
07.2024 - Current
Branch Relationship officer
Axis Bank
09.2022 - 04.2024
Relationship officer
Kotak Mahindra Bank
11.2021 - 08.2022
Relationship Manager
HDFC Securities
01.2018 - 11.2021
Certified Financial Planner -
College of Financial Planning, NCFM International
MCOM -
Indira Gandhi National Open University
PGDM Banking and Finance Services -
Trigya school of Finance & Management
B. Com -
School of Open Learning, Delhi University
12th -
Plato Public School, CBSE
10th -
Plato Public School, CBSE
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