Hi, I’m
Nashim Akhtar
Raiganj, West Bengal,West Bengal
Summary
Dynamic Wealth Management professional with a proven track record at ICICI Bank and ICICI Securities. Expert in optimizing client portfolios and increasing mutual fund AUM through personalized investment strategies. Strong communicator with exceptional client relationship management skills, dedicated to achieving financial goals and driving business growth.
Overview
2
years of professional experience
1
Certification
Work History
ICICI Bank
Wealth Management
05.2025 - Current
Job overview
* Managed customer portfolios, providing personalized investment advice and solutions.
Handled savings accounts and offered a range of banking products to clients.
Developed and maintained strong relationships with clients to drive business growth.
Conducted comprehensive financial planning, risk assessment, and investment strategy development.
Stayed up to date on market trends and regulatory changes to provide informed guidance.
Successfully managed family portfolios, ensuring tailored financial solutions, and wealth growth.
ICICI Securities
Chief Relationship Manager
07.2023 - 05.2025
Job overview
- Managing the customer portfolio, mainly dealing with products like equity mutual funds.
- Increasing mutual funds' AUM.
- Provided personalized investment advice and guidance to the client's financial goals and risk tolerance.
- Conducted regular portfolio reviews and recommended adjustments to optimize clients' investment portfolios.
- Implemented strategies to increase the MTF book.
- Successfully acquired and onboarded new clients, and maintained a strong relationship with existing clients.
- Collaborated with cross-functional teams to address client inquiries, resolve issues, and ensure a seamless client experience.
Education
Eastern Institute For Integrated Learning in Management
MBA
08-2023
Berhampur Commerce Collage B.com Honrs
06.2019
Milanpally High School Higher Secondary Education
05.2016
Vidya Vikash Mandir Secondary Education
03.2014
Skills
Strong communication skills
Proficient in mutual funds
Client relationship development
Results-focused mindset
Proficient in portfolio rebalancing strategies
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Bengali
Bilingual or Proficient (C2)
Certification
NISM - VA
NISM - VII
NISM - VIII
Personal Information
Achievement
Certification of participation in Customer kundoli by bondhon Mutual funds. • Appreciation certification for Nippon Indian NFO • Best Performance in Mutual funds.
Timeline
Wealth Management
ICICI Bank
05.2025 - Current
Chief Relationship Manager
ICICI Securities
07.2023 - 05.2025
Eastern Institute For Integrated Learning in Management
MBA
Berhampur Commerce Collage B.com Honrs
Milanpally High School Higher Secondary Education
Vidya Vikash Mandir Secondary Education
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