Akanksha Kamath
Noida
Summary
To work in an environment which encourages me to succeed and grow professionally where I can utilize my skills and knowledge appropriately.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Deputy Manager
ICICI Prudential AMC
04.2023 - 10.2023
- To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls
- Generation of fresh leads through reference and Data
- Responsible for advising Investors, to be able to analyse the asset allocation of Investors to customize the approach in accordance for focused selling
- Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth
- Profiling customers and provide financial products to meet customer needs.
Preferred Relationship Manager
HDFC Bank
06.2022 - 02.2023
- Analysing customer's profile and risk appetite to understand their investment requirements and suggesting them on investment opportunities accordingly
- Acquiring self-employed segment clients to build the asset business
- Building of new retail as well as corporate relationships to enhance portfolio size and quality.
Wealth Relationship Manager
ICICI Bank
Mumbai
01.2020 - 12.2020
- Managing a portfolio of over 450clients with a total
- AUM of 50Cr, and serving us a one-point contact for all the customers in the mapped base
- Analysing customer's profile and risk appetite to understand their investment requirements
- And suggesting them on investment opportunities accordingly
- Acquiring self-employed segment clients to build the asset business
- Building of new retail as well as corporate relationships to enhance portfolio size and quality
- Generating new business through presentation of bank products to customers and follow-up
Data And Research Analyst
Morningstar Private Limited
Mumbai
06.2017 - 06.2019
- Analysing the financial data of a company
- Collecting Other financial data for ratio calculation
- Conducted review of the work done by juniors
- Worked as mentors of new members in the team
- Worked on quality improvement of the team.
Kanekar Consulting Engineers Private Limited
Mumbai
06.2013 - 06.2015
- Handling books of accounts
- Helping in preparing daily accounting reports.
Education
Master Of Management Studies - Finance
01.2015 - 04.2017
Bachelor Of Commerce - undefined
06.2010 - 05.2013
Skills
Influencing Skillsundefined
Additional Information
- HCL Tower, Sector 62, Noida – 201309
Timeline
Deputy Manager
ICICI Prudential AMC
04.2023 - 10.2023
Preferred Relationship Manager
HDFC Bank
06.2022 - 02.2023
Wealth Relationship Manager
ICICI Bank
01.2020 - 12.2020
Data And Research Analyst
Morningstar Private Limited
06.2017 - 06.2019
Master Of Management Studies - Finance
01.2015 - 04.2017
Kanekar Consulting Engineers Private Limited
06.2013 - 06.2015
Bachelor Of Commerce - undefined
06.2010 - 05.2013
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