Rahul Pandit
Kolkata
Summary
With a proven track record at ICICI Bank, I excel in portfolio management and client onboarding, enhancing customer satisfaction by implementing targeted strategies. My expertise spans wealth preservation, business development, and market analysis, driving significant account growth. Skilled in both quantitative analysis and relationship building, I consistently achieve and surpass financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Manager
ICICI Bank
Kolkata
2024.03 - Current
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
Assistant Key Account Manager
TATA AIA
Kolkata
2023.04 - 2024.03
- Sought out opportunities for upselling additional products or services to existing customers.
Sales Manager
Max Life Insurance
Kolkata
2022.08 - 2023.04
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
Associate Financial Service Manager
ICICI Prudential Ltd
Kolkata
2019.10 - 2022.07
- Resolved customer inquiries in a timely manner while maintaining high quality standards.
Relationship Manager
HDFC Life Ltd
Kolkata
2019.02 - 2019.10
- Implemented strategies aimed at improving overall customer satisfaction levels.
Education
Post-Graduate Diploma - Data Science & AI
IIIT Bangalore
Bangalore2024-12
Master of Technology - Electrical, Electronics And Communications Engineering
MAKAUT
Kolkata2015-07
Bachelor of Technology - Electronics & Instrumentation
WBUT
Kolkata2013-07
Skills
- Portfolio management
- Wealth preservation
- Business development
- Lead prospecting
- Portfolio diversification
- Quantitative analysis
- Insurance planning
- Client onboarding
- Market analysis
- Structured products
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Accomplishments
- Received certificate from Camellia Institute of Technology for excellence performance in Robotics at state level.
- Received certificate from YMCA English Centre for successful completion of a course in communicative english.
Certification
- Done certification from CMC LTD in Core JAVA and J2EE
- Done IRDA registration
- Done NISM AMFI registration
- Done certification in Business Correspondent and Business Facilitators
Affiliations
- Participated and won 2nd Position in Debate Competition at national level from All India Student Talent Society
References
References available upon request.
Timeline
Wealth Manager
ICICI Bank
2024.03 - Current
Assistant Key Account Manager
TATA AIA
2023.04 - 2024.03
Sales Manager
Max Life Insurance
2022.08 - 2023.04
Associate Financial Service Manager
ICICI Prudential Ltd
2019.10 - 2022.07
Relationship Manager
HDFC Life Ltd
2019.02 - 2019.10
Post-Graduate Diploma - Data Science & AI
IIIT Bangalore
Master of Technology - Electrical, Electronics And Communications Engineering
MAKAUT
Bachelor of Technology - Electronics & Instrumentation
WBUT