ADARSH PANDEY

1. Client Acquisition and Relationship Management: Responsible for acquiring new corporate clients, and managing their investment portfolios in mutual funds and fixed-income instruments.
2. Investment Advisory and Analysis: Utilize input from the internal research team and other sources to provide tailored advice based on clients' cash flow forecasts.
- Analyze client portfolios, and recommend adjustments to optimize performance.
- Deliver exceptional customer service, ensuring client satisfaction, and trust.
3. Market Intelligence and Analysis: - Identify and target potential investors, including startups and publicly listed companies seeking capital.
- Stay informed about capital market trends, and provide clients with insightful analysis, rather than just news.
- Focus particularly on the fixed income markets and interest rate movements in India.
4. Portfolio Management and Documentation: Maintain detailed records of investment decisions and actions taken on behalf of clients, ensuring accurate documentation and compliance.
5. Client Engagement and Communication: Engage clients in meaningful discussions regarding market updates and investment opportunities, fostering strong relationships, and informed decision-making.

1. Achieved significant growth in market share and brand recall for ICICI Prudential AMC by skillfully overseeing AUM worth more than 1000 Crores.

2. Managed existing client relationships and pursued new opportunities with corporate/institutional accounts.

3. Developed comprehensive understanding of various fixed income instruments including bonds, G-secs, and T-bills.

4. Developed business through consultative engagement with Finance team, Treasury heads, and Family Office.

1. Developed strong partnerships with assigned corporates in the region, resulting in increased business opportunities.

2. Managed relationships with business leaders in major national and multinational corporations, driving revenue growth within the assigned territory.

3. Built relationships with Finance/Treasury heads & CEOs, resulting in increased business opportunities.

4. Developed strategic plans for selling a variety of mutual fund (investment) products, resulting in increased sales.