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
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
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