Balaji Jogdand
Parbhani
Summary
Results-driven professional specializing in investment analysis and portfolio management. Expertise in advising high net worth clients on strategic wealth management, delivering customized financial solutions that align with client objectives.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
ICICI Bank Ltd.
Ahmedabad
2024.02 - Current
- Cultivated strong client relationships to assess financial needs and objectives.
- Advised clients on investment options and wealth management strategies.
- Provided comprehensive guidance on portfolio management, estate planning, and risk management.
- Maintained detailed records of customer interactions using a CRM system.
- Nurtured relationships with high net worth clients to fulfill financial requirements.
Education
MBA - Marketing
School of Commerce And Management Sciences, SRTMU
Nanded2023-01
Bachelor of Science - Agriculture
College Of Agriculture, VNMKV
Parbhani2021-01
HSC -
Late Haribai Warpudkar College Pedgaon
Parbhani2016-01
SSC -
Gandhi Vidyalaya Krushi Sarthi Colony
Parbhani2014-01
Skills
- Risk assessment
- Customer relationship management
- Market analysis
- Problem solving
- Relationship building
- Financial planning
Certification
- National Institute of Securities Markets (NISM Series V A) Mutual Fund Distributors Certification Exam
- Insurance Regulatory and Development Authority of India
Languages
Marathi
First Language
Hindi
Proficient (C2)
C2
English
Upper Intermediate (B2)
B2
Accomplishments
- Awarded NCC Certificate and attended various camps organized.
Timeline
Wealth Relationship Manager
ICICI Bank Ltd.
2024.02 - Current
MBA - Marketing
School of Commerce And Management Sciences, SRTMU
Bachelor of Science - Agriculture
College Of Agriculture, VNMKV
HSC -
Late Haribai Warpudkar College Pedgaon
SSC -
Gandhi Vidyalaya Krushi Sarthi Colony