MBA (Business Analytics & Finance) with experience as Relationship Manager (Product specialist) at ICICI Securities. Expertise in financial markets, investment advisory, equity & derivatives, mutual funds, government securities, bonds, ETFs, IPOs and portfolio advisory. Strong understanding of monetary policy, macroeconomics, financial regulation and market research.
Offering solid foundation in finance and keen ability to learn and grow in professional environment. Conducts thorough analyses and problem-solving to quickly adapt to new financial concepts and tools.
Developed skills in fast-paced finance environment, including data analysis and effective communication. Ability to transition into new field by leveraging strong analytical and organizational skills. Ready to contribute to diverse teams and apply transferable skills in new role.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Relationship Manager (Product Specialist)
ICICI Securities Ltd.
06.2025 - Current
Managed over 3000 active clients in the last 1 year.
Sold 50 High value plans and also sold many cross selling products.
Advise retail & HNI clients across equities, derivatives, mutual funds, ETFs, bonds, government securities, IPOs, SIPs and insurance.
Interpret research reports, sector trends and macroeconomic developments to provide investment recommendations.