Prateek Mittal
Financial Consultant
Hyderabad
Summary
Accomplished financial professional with a proven track record at ICICI Bank, managing an Investment AUM of more than Rs 100 Cr across different products like Mutual Funds, PMS and AIF. Expert in investment portfolio management for over 100 HNI clients, demonstrating exceptional analytical and relationship-building skills. Certified Financial Planner and AMFI registered distributor.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Regional Head
ICICI Bank
11.2015 - 06.2024
- Managed an Investment AUM of Rs 400 Cr
- Handled all investment products including Mutual Funds, PMS and AIF
- Improved regional performance by implementing strategic sales initiatives and effective team management.
- Expanded market presence with targeted marketing campaigns and strong customer relationship building.
- Led cross-functional teams to achieve regional goals and improve overall business performance.
Manager
Bharat Financial Inclusion
04.2014 - 10.2015
Quality Management/Process Optimization expertise involving Kaizen implementation in Microfinance Industry: Being a part of LSSE (Lean Six Sigma Enterprise) team, using tools like FMEA, 5 Why analysis, Pareto Analysis, re-implementation of 5S to reduce the operating cost.
Education
MBA -
NMIMS
Hyderabad, India 04.2001 -
BE -
SRKNEC
Nagpur, India 04.2001 -
Skills
Certified Financial Planner
Assisting more than 100 HNI clients to manage investment portfolio
AMFI registered Mutual Fund and PMS distributor
Certification
Certified Financial Planner
Timeline
Certified Financial Planner
02-2024
Regional Head
ICICI Bank
11.2015 - 06.2024
Manager
Bharat Financial Inclusion
04.2014 - 10.2015
MBA -
NMIMS
04.2001 -
BE -
SRKNEC
04.2001 -
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