Ankaj Arora
Affluent Manager
Chandigarh
Summary
A BFSI professional with 2.9 years of experience in the area of retail banking, wealth management and business development with key skills of client acquisition, fund and non fund based products, portfolio and relationship management.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Affluent Manager
Icici Bank
04.2021 - Current
· Responsible for providing end to end banking needs of the mapped customers.
· Handling 353 mapped customers with portfolio of 35 crores.
· Responsible for developing and maintaining credible relationships with clients at appropriate levels through reliable and proactive service delivery.
· Pitching of the products like Mutual Funds, Insurance, Loans, Fixed Deposits etc to the clients according to their requirements.
· Responsible for acquiring New to Bank Customer and ensure revenue budget
· Responsible for understanding the market and able to market transactional products at the appropriate time and level in line with client's needs.
Education
MBA - Marketing
IMI Bhubaneswar
Bhubaneswar 04.2001 -
Bachelor of Commerce - Accounting And Finance
DAV College Bathinda
Bathinda 04.2001 -
Intermediate -
DAV Public School
Budhlada 04.2001 -
Secondary -
DAV Public School
Budhlada 04.2001 -
Skills
Relationship Building
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
Timeline
Insurance Regulatory and Development Authority of India Exam
07-2021
NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
06-2021
Affluent Manager
Icici Bank
04.2021 - Current
MBA - Marketing
IMI Bhubaneswar
04.2001 -
Bachelor of Commerce - Accounting And Finance
DAV College Bathinda
04.2001 -
Intermediate -
DAV Public School
04.2001 -
Secondary -
DAV Public School
04.2001 -
Similar Profiles
Edison Ravi KoilpillaiEdison Ravi Koilpillai
IT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI PrudentialIT Technical Sourcer Recruiter at Skillmine Technology Consulting Pvt Limited, ICICI Bank, ICICI Securities, ICICI Prudential
VISAL VIJAYAKUMARVISAL VIJAYAKUMAR
DEVELOPMENT OFFICER at ICICI FOUNDATION FOR INCLUSIVE GROWTH, ICICI BANKDEVELOPMENT OFFICER at ICICI FOUNDATION FOR INCLUSIVE GROWTH, ICICI BANK
SANTOSH GUPTASANTOSH GUPTA
Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))Mortgage Relationship Manager at ICICI Securities Ltd (Transferred to ICICI Bank Ltd.))
Mohammad Kaif ShaikhMohammad Kaif Shaikh
Relationship Manager at ICICI BankRelationship Manager at ICICI Bank
Dhruv NayyarDhruv Nayyar
Technical Consultant at Alert EnterpriseTechnical Consultant at Alert Enterprise