Pranav Goud
Kalyan
Summary
Dynamic Mutual Fund Sales Agent with ICICI Prudential Asset Management Company, I’ve had the pleasure of guiding over 1300 investors in portfolio management and investment strategies. Proven expertise in market research and exceptional customer relationship management, consistently delivering high-quality service and achieving outstanding client satisfaction.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Mutual Fund Sales Agent
ICICI Prudential Asset Management Company Limited
Mumbai
05.2024 - Current
- Guided over 1300 investors in portfolio management, asset allocation, and investment strategies
- Conducted research for investment opportunities and managed both B2C and B2B client portfolios
- Consistently achieved 100% quality standards by understanding the needs of investors and providing exceptional service.
Sales & Customer Service Intern
India Post – India Post Payments Bank (IPPB), Department of Posts
Mumbai
02.2023 - 05.2025
- Generated and categorized leads, converting them into prospective customers through effective communication.
- Handled customer queries and provided assistance regarding India Post Payment Bank services.
- Explained features and benefits of the Payment Bank, creating awareness and encouraging account activation.
- Demonstrated strong communication and interpersonal skills in daily customer interactions.
Education
MBA - Marketing And Finance
ICFAI University
Jaipur02-2024
Bachelor of Management Studies -
Seva Sadan College of Education, Mumbai University
Ulhasnagar04-2021
Skills
- Investment strategies
- Client portfolio management
- Customer relationship management
- Market Research
Certification
- NISM-Series V-A: Mutual Fund Distributors Certification Examination (Issued May 2024)
- Intermediate Excel issued by Forage (Issued July 2023)
- AI in Digital Marketing by Great Learning (Issued March 2023)
- Life Skill Training by Rubicon Skill Development Pvt. Ltd. (Issued January 2023)
Affiliations
- Participated in the Digital Vendorship event organized by Friedrich Ebert Stiftung
- Participated in the Forza University Sports Tournament organized by ICFAI University
Languages
- English
- Hindi
- Marathi
Interests
- Football
- Photography
Timeline
Mutual Fund Sales Agent
ICICI Prudential Asset Management Company Limited
05.2024 - Current
Sales & Customer Service Intern
India Post – India Post Payments Bank (IPPB), Department of Posts
02.2023 - 05.2025
MBA - Marketing And Finance
ICFAI University
Bachelor of Management Studies -
Seva Sadan College of Education, Mumbai University
Similar Profiles
Prasad ShettyPrasad Shetty
Senior Manager - Operations at ICICI Prudential Asset Management Company LimitedSenior Manager - Operations at ICICI Prudential Asset Management Company Limited
Pinki KusumbiwalPinki Kusumbiwal
Deputy Manager at ICICI Prudential Asset Management Company LimitedDeputy Manager at ICICI Prudential Asset Management Company Limited
SALONI GARGSALONI GARG
Management Trainee - Marketing at ICICI Prudential Asset Management Company LimitedManagement Trainee - Marketing at ICICI Prudential Asset Management Company Limited
Ankita KadamAnkita Kadam
Software Tester at MEETCS PVT. LTD.Software Tester at MEETCS PVT. LTD.
Atul TeliAtul Teli
Business Analyst at GEP WorldwideBusiness Analyst at GEP Worldwide