AMIT SHARMA
Investment Counselor
Mumbai
Summary
Investment Counselor with excellent Team Handling, Relationship Management & Client Engagement skills.
Experienced in Sales of Mutual Funds, Insurance, Fixed Deposits, Bonds, other financial instruments & sourcing accounts.
Diverse experience with Bank, Insurance Broking and Stock Broking.
Overview
8
8
years of professional experience
3
3
Certifications
Work History
Investment Counselor
Yes Bank
Mumbai
11.2021 - Current
- Helped RMs with closing investment products sales.
- Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio.
- Ensuring 100% compliance of regulatory matters including EUIN & NISM within timelines.
- Training Relationship Managers on investment products
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Cultivated and strengthened client relationships sharing vital information on account services and capabilities.
Pioneer Synergy Relationship Manager
Indusind Bank
Mumbai
12.2019 - 11.2021
- Support Business Banking RM's to generate wealth business from existing asset client base.
- Motivate and Drive Business Banking RMs to generate revenue by sales of Credit Cards, General Insurance, Life Insurance, Mutual Funds, PMS and other investment products
- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.
- Handling remote locations by regularly engaging with BBG RMs, Regional heads, Clients & Third Party Product service Managers.
- Pitching insurance, Investment products, Credit Cards to the clients.
- Financial Planning, Investment Advisory to HNI Clients.
Premier Wealth Manager
ICICI Securities
Mumbai
02.2018 - 11.2019
- Generating business from the existing accounts, identifying prospective clients & acquiring new clients.
Senior Relationship Manager
Bajaj Capital
Mumbai
01.2016 - 02.2018
- Procuring the potential clients through Self Leads, networking, database, market analysis and references.
- Generating cross-sell revenue and doing 360 degree financial planning for selling Mutual Funds, General Insurance, Life Insurance, SIP's, Bonds, Shares.
Personal Banker
HDFC Bank
Mumbai
05.2012 - 04.2014
- Provide customer service and product information .
- Opening new accounts and cross sell of all products, services and direct banking channels to walk-in customers to deepen relationships.
Education
PGDM (Marketing)
Birla Institute of Management Technology (Bimtech)
Greater Noida (NCR)Bachelor of Pharmacy
Jiwaji University
GwaliorSkills
Business Development
Sales proficiency
Financial Planning
Investment performance analysis
Stocks and bonds knowledge
Certification
Cambridge ESOL Level 2 Certificate in ESOL International Business English
Timeline
Investment Counselor
Yes Bank
11.2021 - Current
Pioneer Synergy Relationship Manager
Indusind Bank
12.2019 - 11.2021
Premier Wealth Manager
ICICI Securities
02.2018 - 11.2019
Senior Relationship Manager
Bajaj Capital
01.2016 - 02.2018
Personal Banker
HDFC Bank
05.2012 - 04.2014
PGDM (Marketing)
Birla Institute of Management Technology (Bimtech)
Bachelor of Pharmacy
Jiwaji University