Saurabh Yadav
Branch Manager
Mumbai
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Branch Manager
ICICI Securities Ltd
Mumbai
08.2019 - Current
- Responsible for supervising and managing a branch. To financial reporting and grow branch revenue.
- Managing self AUM of 90cr and Branch AUM of 250cr.
- Duties include managing and supervising employees, managing own and branch revenue targets, assisting customer and providing excellent customer service.
- Coordination with product support system and resolving customer complaints.
- To deal with product Direct Equity, PMS, Mutual Fund, Real Estate,Structured Products, Bond, Insurance.
- To develop and manage relationships with HNI clients in order to provide them with investment product and services in line with their risk profile.
- To propose Asset allocation / Portfolio maintenance / Review portfolio.
- Sourcing of asset product like-Home Loans, LAS, LAP.
- Updated business status to the senior management using detailed report and presentation to enable effective decision making.
Education
MBA - Finance & Marketing
Prestige Institute of Management & Research
Indore 07.2017 - 05.2019
BBA -
Soft Vision College
Indore 07.2014 - 05.2017
Skills
Team Management
Accomplishments
- Acknowledged by the Business Head for achievements.
- Rewarded in Portugal for best performance in Life insurance Business.
- Rewarded in Mauritius for best performance in Life insurance Business.
- Rewarded in South Africa for best performance in Life insurance Business.
- Rewarded in Australia for best performance in Life insurance Business.
- Rewarded in Goa for best performance in Life insurance Business.
Certification
NISM V-A Mutual Fund Distributor
Hobbies
- Playing Cricket
- Travelling
Timeline
Branch Manager
ICICI Securities Ltd
08.2019 - Current
NISM V-A Mutual Fund Distributor
06-2019
IRDA
06-2019
MBA - Finance & Marketing
Prestige Institute of Management & Research
07.2017 - 05.2019
BBA -
Soft Vision College
07.2014 - 05.2017
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