Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Websites
Timeline
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Atul Dubey

Atul Dubey

Navi Mumbai

Summary

Results-driven finance professional with 5+ years of experience in the BFSI industry, proven portfolio management skills, and strong relationship management expertise. With expertise in wealth management products and services.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Manager

ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY
Mumbai
04.2023 - Current
  • Portfolio Management (Wealth Segment): Managing ICICI Bank's wealth portfolio, driving growth and client satisfaction.
  • Branch Management: handling multiple branches in the Navi Mumbai region, leading staff and ensuring operational excellence.
  • Investment Management: Handled diverse investment products, including: MUTUAL FUND | SIP | PMS | AIF
  • Conducting Regular Training sessions to enhance staff knowledge and skills.
  • Achieved multiple awards in investment for outstanding performance

Deputy Manager

KOTAK MAHINDRA BANK
Mumbai
05.2021 - 04.2023
  • Built, Maintained and retained relationships with Privilege Mapped Customer
  • Acquired new clients by selling Wealth Management Products ranging from Deposits, Mutual Funds, Structured Products and Insurance.
  • Enhanced the Relationship Value of the assigned customers through established complaint processes, by providing customer oriented wealth management solutions.
  • Timely processing of service request and get them closed in given TAT

Business Banking

IDFC FIRST BANK
Mumbai
03.2020 - 05.2021
  • Working as Banking Officer in Business Banking
  • Acquiring new CA(Current Account) Customer and Cross selling Product | WORKING CAPITAL | ASSET | Mutual Fund | Insurance |
  • Dealing with TFX(Trade Forex) Import/Export clients Responsible for Revenue generate
  • Meet & exceed the defined targets of new customer acquisition month on month by analysing transaction banking needs of the customer.
  • Achieved ICICI Life insurance certificate by Achieving target with Incentives

Management Trainee

ICICI PRUDENTIAL ASSET MANAGMENT COMPANY
MUMBA
04.2019 - 08.2019
  • Managed relationships with ND'S including HDFC Securities, IIFL, Bonanza, and Bluechip Limited to maximize SIP and lumpsum business.
  • Achieved performance-based incentives during internship tenure.
  • Conducted regular training sessions for network distributors to enhance product knowledge.
  • Traveled extensively across Harbor, Central, and Western regions to strengthen client engagement.

Education

PGDM - Financial Market

ITM Business School
Kharghar
01.2020

BSC - IT

RTCCS College of Science and Commerce
Mumbai
06.2018

HSC -

VPM College of Arts, Science and Commerce
Mumbai
06.2014

SSC -

DVV High School
Mumbai
06.2012

Skills

  • Relationship management
  • Negotiation skills
  • Microsoft Excel
  • Financial planning
  • Asset management
  • Portfolio management

Certification

  • Certified portfolio management services NISM XXI-A
  • Certified Mutual Fund VA - NISM (National Institute of Securities Markets)
  • Certified investment advisor - NISM (National Institute of Securities Markets)

Hobbies and Interests

Reading News, Making Presentation, Cycling

Timeline

Relationship Manager

ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY
04.2023 - Current

Deputy Manager

KOTAK MAHINDRA BANK
05.2021 - 04.2023

Business Banking

IDFC FIRST BANK
03.2020 - 05.2021

Management Trainee

ICICI PRUDENTIAL ASSET MANAGMENT COMPANY
04.2019 - 08.2019

PGDM - Financial Market

ITM Business School

BSC - IT

RTCCS College of Science and Commerce

HSC -

VPM College of Arts, Science and Commerce

SSC -

DVV High School

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Atul Dubey