Summary
Overview
Work History
Education
Skills
Certification
Career Experience
Languages
Disclaimer
Roles And Responsibilities
Personal Information
Languages
Timeline
Hi, I’m

Ersad Ahmad

New Delhi
Ersad Ahmad

Summary

To work in an environment that offers opportunities to apply my knowledge blended with my creativity while giving equal emphasis on development and hence work towards mutual growth and progress. Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

6
years of professional experience
1
Certification

Work History

IndusInd Bank

Pioneer RM
11.2024 - Current

Job overview

  • Customer service along with cross selling
  • Managing the High Net Worth customers of bank
  • Providing financial planning and investment advise
  • Acquisition and servicing of High Net Worth customers
  • Sales across Liabilities, Retail Assets Business Banking, Forex, Credit Card etc

Kotak Mahindra Bank

Elite Relationship Manager
07.2022 - 11.2024

Job overview

  • Customer service along with cross selling
  • Managing the High Net Worth customers of bank
  • Providing financial planning and investment advise
  • Acquisition and servicing of High Net Worth customers
  • Sales across Liabilities, Retail Assets Business Banking, Forex, Credit Card etc

ICICI Bank

Relationship Manager
10.2019 - 07.2022

Job overview

  • Customer service along with cross selling
  • Managing the High Net Worth customers of bank
  • Providing financial planning and investment advise
  • Acquisition and servicing of High Net Worth customers
  • Sales across Liabilities, Retail Assets Business Banking, Forex, Credit Card etc

Education

Manipal Academy of Higher Education
Bangalore

PGDB from Post Graduate Diploma in Banking
12.2020

University Overview

GPA: 7.72 CGPA

VBSPU Jaunpur

B.Sc from Maths
12.2014

University Overview

GPA: 56.28%

CBSE Board

Intermediate
12.2011

University Overview

GPA: 66.4%

CBSE Board

High School
12.2009

University Overview

GPA: 77.2%

Skills

  • Handling HNI and Ultra HNI customer and provide resolution in stipulated time

Certification

  • IRDA
  • NISM Series - V-A Mutual Fund Distribution Certification Examination (AMFI)

Career Experience

Career Experience
  • 5 Years 8 Months, Relationship Manager, ICICI Bank, 10/14/19, 07/07/22
  • 2 Years 2 Months, Elite Relationship Manager, Kotak Mahindra Bank, 07/14/22, 11/16/24
  • Ongoing, Pioneer RM, IndusInd Bank, 11/18/24

Languages

Languages
  • Hindi
  • English

Disclaimer

Disclaimer
I hereby declare that all the information is true to the best of my knowledge and belief.

Roles And Responsibilities

Roles And Responsibilities
  • Customer service along with cross selling
  • Managing the High Net Worth customers of bank
  • Providing financial planning and investment advice
  • Acquisition and servicing of High Net Worth customers
  • Sales across Liabilities, Retail Assets Business Banking, Forex, Credit Card etc

Personal Information

Personal Information
  • Father's Name: MD. Murtuja
  • Date of Birth: 07/15/94
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Muslim

Languages

English
First Language

Timeline

Pioneer RM
IndusInd Bank
11.2024 - Current
Elite Relationship Manager
Kotak Mahindra Bank
07.2022 - 11.2024
Relationship Manager
ICICI Bank
10.2019 - 07.2022
Manipal Academy of Higher Education
PGDB from Post Graduate Diploma in Banking
VBSPU Jaunpur
B.Sc from Maths
CBSE Board
Intermediate
CBSE Board
High School
Ersad Ahmad