Paban Bhattacharjee

• Currently working as Assistant Manager in ICICI Prudential AMC for Guwahati, Bongaigaon & Goalpara region(ICICI BANK).
• Key Responsibilities:

1. Responsible for mobilization of mutual funds and PMS from the above mentioned ICICI Bank branches of the regions.

2. Guiding bank RMs to invest in Mutual Funds & PMS.

• Achievement:

Sourcing of 8 PMS in 2024-25

• Worked in HDFC Securities as Equity & Mutual Fund Advisor

• Key Responsibilities:

1. Engaging with clients and providing them insights about stocks.

2. Guiding clients to take trade.

3. Taking trades on behalf of clients and provide them return on capital.

• Worked as Equity Advisor in Axis Securities.

• Key Responsibilities:

1. Calling clients to update about their demat account.

2. Taking trades on behalf of client regarding intraday and delivery trade.

• Worked in Pushpgeet Financial Services as a trainee.
• Key Responsibilities:

1. Visiting clients to build repo.

2. Calling clients and taking trade and update them about their portfolio.