Deep Ashar
Mumbai
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
8
8
years of professional experience
Work History
Partner
D2 SECURITIES
09.2018 - 09.2023
- D2 Securities was a partnership firm which was registered as Sub-broker with ICICI Securities for financial products like Equity, Mutual funds, Loans & Insurance
- Our firm was catering to around 150+ customers.
Deputy Relationship Manager
HDFC BANK
09.2016 - 09.2018
- To provide all banking & financial services to HNI portfolio customers & enhancing relationship with them.
Senior Relationship Manager
ICICI Securities
04.2015 - 06.2016
- To analyze the financial requirement of clients and provide right advice regarding investments depending on their future financial goals and risk appetite.
Education
MBA - Finance
Dehradun, ICFAI University
2015
PGPM (Finance) - Finance
IBS-MUMBAI, ICFAI University
2015
B.Com -
Mithibai College, Mumbai University
01.2012
H.S.C -
Mithibai College, Mumbai University
01.2009
S.S.C -
Rose Manor High School, Maharashtra Board
01.2007
Skills
- Investment advice
- Retirement planning
- Client Relations
- Investment planning
Languages
English, Hindi, Gujarati
Additional Qualifications
- Diploma in Tax Management from Welingkar School
- Financial market Beginners Module from NSE
- Investment and Portfolio Management from NSE
- NISM AMFI certified
- IRDA certified
Personal Information
- Hobbies: Playing and watching sports like cricket, football etc, Listen to music
- Date of Birth: 06/06/1991
Timeline
Partner
D2 SECURITIES
09.2018 - 09.2023
Deputy Relationship Manager
HDFC BANK
09.2016 - 09.2018
Senior Relationship Manager
ICICI Securities
04.2015 - 06.2016
MBA - Finance
Dehradun, ICFAI University
PGPM (Finance) - Finance
IBS-MUMBAI, ICFAI University
B.Com -
Mithibai College, Mumbai University
H.S.C -
Mithibai College, Mumbai University
S.S.C -
Rose Manor High School, Maharashtra Board
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