Santhosh G
Summary
Dynamic and professional individual with a proven track record at ICICI Securities Ltd. Excels in client relationship management and portfolio management. Adept at enhancing customer satisfaction through critical thinking and effective communication. Recognized for boosting results by aligning clients with optimal solutions, demonstrating strong leadership and decision-making abilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
CHIEF RELATIONSHIP MANAGER
ICICI SECURITIES LTD - WEALTH MANAGEMENT TEAM
12.2024 - 06.2025
- Managed a portfolio worth ₹164.21 Cr (16,421.5 lakhs) AUM, serving 500+ HNI clients.
- Provided advisory on Equities, Mutual Funds, and other market-linked instruments.
- Identified investment opportunities aligned with clients’ risk profiles and financial goals.
- Acquired new clients and built strong long-term relationships, driving revenue growth.
- Collaborated with internal teams to execute investment strategies and ensure regulatory compliance.
- Developed a deep understanding of financial markets, capital market instruments, and client portfolio structuring.
CUSTOMER SUPPORT ASSOCIATE
SUTHERLAND
06.2024 - 10.2024
- Company Overview: AMAZON (North America region)
FINANCE INTERN
State Bank of India
02.2024 - 04.2024
OPERATIONS INTERN
Bharat Heavy Electricals Limited (BHEL)
06.2023 - 07.2023
Education
Master of Business Administration - Finance and Marketing
VIT BUSINESS SCHOOL, VIT UNIVERSITY
Vellore01.2024
Bachelor of Commerce - Computer Applications
K.S.R COLLEGE OF ARTS AND SCIENCE (AUTONOMOUS)
Tiruchengode01.2022
HSC - Tamil Nadu Secondary Certificate Examination
SISHYA MATRICULATION HIGHER SECONDARY SCHOOL
Tiruvannamalai01.2019
SSLC - Tamil Nadu Secondary School Leaving Certificate Examination
SISHYA MATRICULATION HIGHER SECONDARY SCHOOL
Tiruvannamalai01.2017
Skills
- FINANCIAL MARKETS
- CLIENT RELATIONSHIP MANAGEMENT
- DECISION MAKING
- TEAM MANAGEMENT
- FINANCIAL PLANNING
- CRITICAL THINKING
- INTERPERSONAL SKILLS
- COMMUNICATION
- MULTI-TASKING
- LEADERSHIP
- WEALTH MANAGEMENT
- PORTFOLIO MANAGEMENT
Certification
- NISM 5A Mutual Fund Distributor
- Financial Markets, Yale University, Coursera.
- Certified Pro Banker Marygro Learning & Analytics Pvt Ltd, Chennai-600040
- Investment Banking Certification➢ Basics of Retail Banking & Investment Banking Products and Services ➢Financial Systems and Markets ➢ Equity and Types | Fixed IncomeSecurities ➢ Derivatives & types – OTC | Listed ➢ Capital Market & MoneyMarket Instruments ➢ Trade Life Cycle –Exchange & OTC ➢ CorporateAction & Types ➢ AML KYC (Risk & Control) ➢ Mutual Fund Products andServices (Asset Management)
Timeline
CHIEF RELATIONSHIP MANAGER
ICICI SECURITIES LTD - WEALTH MANAGEMENT TEAM
12.2024 - 06.2025
CUSTOMER SUPPORT ASSOCIATE
SUTHERLAND
06.2024 - 10.2024
FINANCE INTERN
State Bank of India
02.2024 - 04.2024
OPERATIONS INTERN
Bharat Heavy Electricals Limited (BHEL)
06.2023 - 07.2023
Master of Business Administration - Finance and Marketing
VIT BUSINESS SCHOOL, VIT UNIVERSITY
Bachelor of Commerce - Computer Applications
K.S.R COLLEGE OF ARTS AND SCIENCE (AUTONOMOUS)
HSC - Tamil Nadu Secondary Certificate Examination
SISHYA MATRICULATION HIGHER SECONDARY SCHOOL
SSLC - Tamil Nadu Secondary School Leaving Certificate Examination
SISHYA MATRICULATION HIGHER SECONDARY SCHOOL
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