AMAN CHAUBEY
Ahmedabad
Summary
MBA in Finance professional with experience in banking, portfolio advisory, investment research, and client relationship management. Currently working as Deputy Manager – Private Banking Group at ICICI Bank, catering to ultra-HNI individuals and businesses with a turnover exceeding ₹100 Cr. Seeking roles in Financial Analyst, Portfolio/Investment Analyst, and Fintech domains.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Deputy Manager, Private Banking Group
ICICI Bank Ltd
06.2025 - Current
- Managed and advised 50+ ultra-HNI individuals and businesses with annual turnover exceeding ₹100 Cr, enhancing client relationships and portfolio performance.
- Provided tailored investment advisory across mutual funds, PMS, AIFs, structured products, and fixed-income instruments, aligning strategies with client goals.
- Analyzed client financial statements, balance sheets, and cash flows to recommend optimal investment and banking solutions, driving informed decision-making.
- Coordinate with internal credit, product, and risk teams to structure customized solutions while ensuring regulatory compliance.
- Utilize digital banking and fintech platforms for portfolio monitoring, performance reporting, and client engagement.
Portfolio Management Intern
Investosure Consultancy Private Limited
04.2024 - 06.2024
- Analyzed company financials, market trends, and sector performance to inform investment recommendations.
- Assisted in constructing equity and mutual fund portfolios through fundamental analysis aligned with client risk profiles.
- Supported portfolio reviews and performance tracking while preparing client presentation materials.
- Gained hands-on exposure to PMS offerings, asset allocation strategies, and client advisory processes.
Business Development / Sales Executive
Vagmine Education LLP
06.2022 - 10.2022
- Executed consultative sales for education and upskilling programs through direct client interactions.
- Identified customer needs, delivered product presentations, and closed enrollments.
- Collaborated with team to identify new market opportunities for growth.
- Developed communication, persuasion, and client-handling skills relevant to advisory roles.
Education
Master of Business Administration - Finance, Digital Transformation & Analytics
Institute of Management, Nirma University
Ahmedabad, Gujarat04-2025
Master of Commerce -
St. John’s College
Agra05-2022
Bachelor of Commerce -
St. John’s College
Agra04-2018
Skills
- Financial analysis
- Portfolio management
- Equity research
- Fundamental analysis
- DCF valuation
- Investment advisory
- Fintech and digital banking
- Advanced Excel
- Power BI
- PowerPoint
Certification
- NISM Mutual Fund Distribution Certification
- NISM Portfolio Management Services (PMS) Certification
- Bloomberg Market Concepts (BMC) – Bloomberg
- Investment Banking Virtual Experience Program – J.P. Morgan (Forage)
- Finance Job Virtual Experience Program – Citi Bank (Forage)
- The Fundamentals of Digital Marketing – Google
Projects And Extracurricular
Presented a research paper at the 27th International Conference on Management (NICOM 2024), showcasing in-depth analysis of leadership-driven supply chain strategies., Conducted comprehensive research using a case study of AMUL, highlighting effective leadership practices in supply chain management., Received recognition and positive feedback from academic peers and industry professionals for research insights and practical relevance.
Timeline
Deputy Manager, Private Banking Group
ICICI Bank Ltd
06.2025 - Current
Portfolio Management Intern
Investosure Consultancy Private Limited
04.2024 - 06.2024
Business Development / Sales Executive
Vagmine Education LLP
06.2022 - 10.2022
Master of Business Administration - Finance, Digital Transformation & Analytics
Institute of Management, Nirma University
Master of Commerce -
St. John’s College
Bachelor of Commerce -
St. John’s College