Prashant CHOUHAN
Mumbai
Summary
Finance expert with 5+ years in mutual fund distribution, PMS, and AIF sales, showcasing proven success in client acquisition and market share growth from 24% to 40% month-over-month, complemented by skills in portfolio management, investment advisory, and relationship building, along with certifications including CFA Level I and NISM.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Assistant Manager
Axis Asset Managment Company Ltd
Borivali, Mumbai
09.2024 - Current
- Assisted in the management of client investment portfolios, such as mutual funds, PMS, and AIF.
- Developed training materials to improve staff knowledge and performance.
- Analyzed market trends to support strategic decision-making.
- Managed customer service inquiries and complaints efficiently.
- Successfully handled all bank branches in the Borivali cluster, driving market share expansion from 24% to 40% month-on-month in Axis Bank through strategic relationship management and business development initiatives.
Relationship Manager
ICICI Prudential Asset Management Company
Andheri, Mumbai
05.2022 - 09.2024
- Facilitated client onboarding processes, ensuring seamless transitions and satisfaction.
- Resolved client inquiries promptly to enhance service quality.
- Acquired direct clients by delivering tailored investment solutions across mutual funds, PMS, and AIF, driving AUM growth.
- Managed a portfolio totaling 110 crore across 850 clients through regular reviews aligned with client goals.
- Conducted daily market trend discussions to inform colleagues on relevant financial news and updates.
Assistant Manager
Kotak Securities
Andheri,Mumbai
10.2019 - 05.2022
- Developed strong client relationships to enhance satisfaction and retention.
- Handled multiple branches of Kotak Mahindra Bank and consistently achieved revenue targets of 1-2 lakh on a month-on-month basis.
- Opening 30 to 50 demat accounts month on month.
Sales Executive
Sharekhan
Dadar, Mumbai
01.2019 - 06.2019
- Facilitated demat account openings to streamline client onboarding processes.
- Maintained Management Information Systems (MIS) for accurate reporting and data analysis.
- Acquired new clients through targeted outreach and relationship-building efforts.
Education
CFA Level 1 -
CFA Institute
USA11.2023
BMS - Finance
Shri GPM Degree College
Mumbai05.2018
HSC -
Maharashtra State Board
Mumbai06.2015
SSC -
Maharashtra State Board
Mumbai06.2013
Skills
- Portfolio management
- Market analysis
- Data analytics
- Team collaboration
- Verbal and written communication
- Microsoft Excel
- Microsoft PowerPoint
Certification
- NISM- VA Mutual Fund Distributors
- NISM- XXA Portfolio Management Services
- NYIF- Introduction To Risk Management
Accomplishments
- Best performance in April 2021 at Kotak Securities
- Best performance in the month of January 2022 at Kotak Securities
- Qualified for the Goa contest (top 20 RM Pan India) in ICICI Prudential AMC
- Best performance in the Freedom SIP contest held in August 22, ICICI Prudential AMC
- Best performance in Axis AMC for the month of April 2025 SIP drive
Hobbies and Interests
- Playing Cricket
- Cooking
- Cheese
- Travelling
- Listening Music
- Book Reading
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Marathi
Intermediate (B1)
B1
Timeline
Assistant Manager
Axis Asset Managment Company Ltd
09.2024 - Current
Relationship Manager
ICICI Prudential Asset Management Company
05.2022 - 09.2024
Assistant Manager
Kotak Securities
10.2019 - 05.2022
Sales Executive
Sharekhan
01.2019 - 06.2019
CFA Level 1 -
CFA Institute
BMS - Finance
Shri GPM Degree College
HSC -
Maharashtra State Board
SSC -
Maharashtra State Board
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