Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
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Aashish Pachauri

Wealth Manager
Gurgaon,HR

Summary

PGDM | IMI, New Delhi Phone: 9971640628

Overview

5
5
Certifications
7
7
years of post-secondary education
2
2
years of professional experience

Work History

Wealth and Portfolio Manager

ICICI Bank
11.2020 - Current
  • Managing Portfolio of 50 Crores spread across various asset classes and investments by conducting risk profiling and analysing investment opportunities
  • Working with HOD's of various businesses to track performance and make projections for working capital financing
  • Developed rebalancing strategies to minimize risk exposures.
  • Researched fixed income alternatives to align with client asset allocation requirements
  • Communicated market developments, portfolio changes and annual performance information to clients
  • Adjusted portfolio exposures to compensate for market conditions
  • Assessed exposure, compared valuations and evaluated threats to strategies for businesses
  • Facilitated portfolio performance review and implemented new strategies.

Intern

DIGIQOM Solutions
04.2019 - 05.2019
  • Providing digital marketing consultancy to the clients by gaining in-depth understanding of project lifecycle and modifying digital objectives based upon on data analysis
  • Executing digital marketing,SEO,SMM,SEM,PPC, lead generation for client by understanding their digital objectives and fulfilling them within deadline.
  • Prepared weekly updates and reports to track growth and success rates of marketing campaigns.
  • Tracked social media trends and adapted to attract target follower demographic.
  • Identified thought leaders and influencers to promote and engage in brand activities.
  • Tracked and analyzed web analytics to recommend proactive adjustments to strategies.
  • Prepared reports detailing project updates, performance information and ongoing trends.

Account Manager

Giant Tech Labs
05.2015 - 11.2016

Giant Tech Labs

  • Boosted sales numbers with proactive account servicing and diligent relationship-building. (B2B)
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Conceptualized and deployed enhanced product features and optimized implementation for use in marketing strategies.
  • Reviewed sales, customer concerns and new opportunities to drive business strategy at weekly planning sessions.
  • Worked with marketing teams to create, deploy and optimize effective campaigns for clients.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Worked with IT and Marketing departments to facilitate communication and deliver personalized solutions to customers.

Education

MBA -

International Management Institute
New Delhi
01.2018 - 01.2020

BBA -

Amity School Of Business
06.2012 - 05.2015

12th -

Nehru World School
04.2010 - 04.2011

10th -

Nehru World School
04.2008 - 04.2009

Skills

    Investment and Wealth Planning

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Additional Information

  • Live Project – Hershey’s Brookside Created the Strategic Communication Brief for Hershey's Brookside
  • Plotted the competitive and the cultural landscape for Brookside and also defined the opportunities that the brand should focus on
  • Segmented the market and chose the target segment basis business opportunity and product fit
  • Undertook consumer immersions and framed the Communication Challenge and wrote a Consumer Insight to inspire immediate consumer action

Certification

Brand Building - Industry Creds - Kraftshala

Timeline

NISM Series V(a) - Mutual Funds

01-2021

Wealth and Portfolio Manager

ICICI Bank
11.2020 - Current

Brand Building - Industry Creds - Kraftshala

09-2019

ERP using GBI 3.1 - SAP

09-2019

Intern

DIGIQOM Solutions
04.2019 - 05.2019

NISM Series XV - Research Analyst

10-2018

NISM Series XI - Equity Sales

10-2018

MBA -

International Management Institute
01.2018 - 01.2020

Account Manager

Giant Tech Labs
05.2015 - 11.2016

BBA -

Amity School Of Business
06.2012 - 05.2015

12th -

Nehru World School
04.2010 - 04.2011

10th -

Nehru World School
04.2008 - 04.2009
Aashish PachauriWealth Manager