Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Hobbies and Interests
Languages
Timeline
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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
USA
11.2023

BMS - Finance

Shri GPM Degree College
Mumbai
05.2018

HSC -

Maharashtra State Board
Mumbai
06.2015

SSC -

Maharashtra State Board
Mumbai
06.2013

Skills

  • Portfolio management
  • Market analysis
  • Data analytics
  • Team collaboration
  • Verbal and written communication
  • Microsoft Excel
  • Microsoft PowerPoint

Websites

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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