Ms Office
ASHUTOSH MISHRA
Wealth Manager
Ghaziabad
Summary
Methodical Wealth manager possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 4 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team. To further enhanced professional career with an executive level management position in a world class company. Seek to diversify my skills in another industry and as part of a larger organization.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Retail Relationship Banker
ICICI BANK LTD
NOIDA
05.2021 - Current
- Worked with clients to address and respond to client's needs and goals so that appropriate Portfolio management services(PMS) can be created.
- Kept client financial plans optimized for current market trends and economic conditions.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Collaborated with team members to achieve target results.
- Used coordination and planning skills to achieve results according to schedule.
- Drove operational improvements which resulted in savings and improved profit margins.
Relationship Manager
ICICI BANK LTD
NOIDA
10.2019 - 04.2021
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
Education
High School Diploma -
D.A.V. PUBLIC SCHOOL
GHAZIABAD 04.2013 - 05.2014
Bachelor of Commerce Honours - Financial Planning And Services
G.G.S.I.P.U.
NEW DELHI 06.2014 - 12.2017
MBA - Financial Services Marketing Operations
IMA
Bangalore 02.2018 - 09.2019
Skills
Banking
Software
Finacle
Certification
NISM VI: Depository
Interests
Reading market analysis via diff online channels
Sustainable Portfolio designing for self goals
SUDOKU
Timeline
Retail Relationship Banker
ICICI BANK LTD
05.2021 - Current
NISM VI: Depository
11-2019
IRDA Certification
11-2019
Relationship Manager
ICICI BANK LTD
10.2019 - 04.2021
NISM V: Mutual Fund Distributors Certification
06-2019
MBA - Financial Services Marketing Operations
IMA
02.2018 - 09.2019
Bachelor of Commerce Honours - Financial Planning And Services
G.G.S.I.P.U.
06.2014 - 12.2017
High School Diploma -
D.A.V. PUBLIC SCHOOL
04.2013 - 05.2014
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