Deekshith C
Bangalore
Summary
.
Overview
5
5
years of professional experience
3
3
Certifications
Work History
Assistant Manager (ICICI Bank Channel)
ICICI Prudential Asset Management Ltd
09.2022 - Current
- Responsible for Mutual fund Business growth in ICICI Bank Channel for the company
- Building good relationships with Regional Heads, Branch Managers, and Relationship Managers to meet monthly business targets
- Conducting market outlook sessions and product training for bank relationship teams
- Assisting Relationship managers Acquiring Mutual fund Business from their managed client book
- Identifying and actively working with branch HNI and NRI clients in investment planning based on goals and risk profiles
- Achieved consistent growth in AUM and regional book size through proactive engagement
- Facilitated AMFI certification for branch relationship managers, improving team effectiveness
Assistant Manager
Anand Rathi Share and Stock Brokers Limited
04.2022 - 09.2022
- Acquired demat and trading accounts while securing margin funds from clients
- Generated brokerage revenue by advising clients on trading activities
- Acquiring leads through existing customer bases, cold calling and corporate activities
- Cross-sold financial products, including PMS, AIF, and insurance plans, to boost overall AUM
- Established strong client relationships by staying updated on market trends and providing timely insights
- Helping Clients to do the DP transfer From one broker to another
Assistant Manager
Motilal Oswal Financial Services Limited
05.2021 - 03.2022
- Responsible for acquiring and managing HNI clients to achieve monthly Brokerage revenue targets
- Identifying new clients through various Outdoor activities, references from existing clients and seminars
- Maintaining client relationships and generating the AUM through Mutual fund, PMS, AIF
- Advising on Clients overall portfolio and providing regular updates on market insights and helping them make informed Decisions
- Cross Selling Third party products like Health and Life insurance Products
- Helping Clients to do the DP transfer From one broker to another
Assistant Manager
Kotak Securities Limited
01.2020 - 05.2021
- Collaborated with branch relationship managers to source demat and trading accounts
- Activating and generating the brokerage revenue post acquisition of demat accounts
- Bringing more margin funds while acquiring the demat accounts
- Assisted clients in mutual fund SIPs and smallcase SIPs, contributing to consistent revenue growth
- Helping clients to do DP transfer Process
Education
B.Com -
Vijaya Main College
PUC - undefined
Vijaya Pre-University College
10th Grade - undefined
Bangalore Higher Secondary School
Skills
- Wealth Management & Financial Advisory
- High-Net-Worth (HNW) Client Relationship Management
- Cross-Selling Premium Banking and Investment Products
- Sales Strategy Execution & Revenue Growth
- Market Trend Analysis & Portfolio Planning
Professional Summary
Accomplished financial services professional with over 5 years of progressive experience in mutual fund business growth, demat and trading operations, and high-net-worth client wealth management. Proven expertise in achieving revenue targets, building strong client relationships, and delivering exceptional investment strategies tailored to client goals. Adept at cross-selling financial products, enhancing assets under management (AUM), and driving operational efficiency to meet organizational objectives. Recognized for leadership, problem-solving, and consistent performance excellence in competitive environments.
Certification
NISM Series V-A Mutual fund Distributors
Personal Information
- Dob:31/05/1997
- Gender: Male
- Nationality: Indian
- Religion: Hindu
- Marital Status: Single
- Father's Name: Chandra Shekar
- Mother's Name: Vidya
- Adress: 13/1 Lakshmi venkateshwara Complex, sajjan rao cirlcle, v v puram, bangalore 560004
- Place: 560004
Disclaimer
I hereby declare that these details furnished above are true and correct to the best of my knowledge.
Signature - Deekshith C
Timeline
Assistant Manager (ICICI Bank Channel)
ICICI Prudential Asset Management Ltd
09.2022 - Current
Assistant Manager
Anand Rathi Share and Stock Brokers Limited
04.2022 - 09.2022
Assistant Manager
Motilal Oswal Financial Services Limited
05.2021 - 03.2022
Assistant Manager
Kotak Securities Limited
01.2020 - 05.2021
PUC - undefined
Vijaya Pre-University College
10th Grade - undefined
Bangalore Higher Secondary School
B.Com -
Vijaya Main College
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