Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
Timeline
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ASHUTOSH MISHRA

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

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Software

Ms Office

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
ASHUTOSH MISHRAWealth Manager