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.
Hi, I’m
Ersad Ahmad
New Delhi
Summary
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 EducationBangalore
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
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