Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ayush Bhole

.
Nagpur

Summary

Finance professional with a strong foundation in banking, investment advisory, and client portfolio management. Skilled in delivering customized financial solutions across equities, mutual funds, and banking products while ensuring compliance and customer-centric service. Proven track record in driving revenue growth, deepening client relationships, and providing strategic guidance aligned with individual financial goals.

Overview

2
2
years of professional experience
2025
2025
years of post-secondary education
4
4
Certifications

Work History

Chief Relationship Manager

ICICI SECURITIES
07.2024 - Current
  • Identified needs of customers promptly and efficiently.
  • Maintained updated knowledge through continuing education and advanced training.
  • Recommend stocks, mutual funds, and equity-related services to customers based on market trends and financial goals.
  • Provide strategic investment advice to enhance portfolio performance and maximize client returns.
  • Address and resolve customer issues related to trading, investments, and financial planning, ensuring high client satisfaction.

Summer Intern

AXIS BANK
06.2023 - 07.2023
  • Resolved customer queries and assisted clients with banking-related concerns.
  • Learned basic banking operations, including account management and transaction processing.
  • Educated customers on banking products and digital banking solutions to enhance their banking experience.

Education

MBA - FINANCE TECHNOLOGY

MIT ADT University

BACHELOR OF COMMERCE - COMPUTER APPLICATION, COMMERCE

Nagpur University

Skills

  • Investment Advisory and Portfolio Management
  • Sales management
  • Influencing skills
  • Strategic planning
  • Customer engagement
  • Customer interaction
  • Communication and Interpersonal Skills
  • Problem Solving and Decision making
  • Market Research and Financial Analysis

Certification

NISM SERIES V A Mutual Funds Distributors

Timeline

Chief Relationship Manager

ICICI SECURITIES
07.2024 - Current

Summer Intern

AXIS BANK
06.2023 - 07.2023

BACHELOR OF COMMERCE - COMPUTER APPLICATION, COMMERCE

Nagpur University

MBA - FINANCE TECHNOLOGY

MIT ADT University

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