Tapesh Sharma
Ahmedabad
Summary
Secure a responsible career opportunity to fully utilize my experience and skills, while making a significant contribution to the success of the company.
Overview
1
1
Certification
5
5
years of post-secondary education
6
6
years of professional experience
Work History
Deputy Manager - CEC
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
Ahmedabad
04.2026 - Current
- Managing and strengthening relationships with direct investors to drive Assets Under Management growth. Implemented Customer Engineering strategies to optimize end-to-end investor journey and enhance retention.Guided clients on mutual fund products, market trends, and asset allocation based on individual risk profiles.
- Collaborated with cross-functional teams to enhance digital touchpoints and improve service delivery for direct channel.
- Complied with regulatory frameworks while delivering a 'customer-first' service culture.
Team Leader - ICICI Bank Channel
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
Ahmedabad
11.2022 - 03.2026
- Led team of eight members
- Managing PBG and Affluent Channel of ICICI Bank.
- Engaged HNI and Ultra HNI client of ICICI BANK
- Coordinate and lead events, training initiatives, fund manager calls and investor education initiatives.
Senior Executive Manager
JM Financial Services limited
01.2021 - 11.2022
- Empanelment of finance professionals, CAs, Ex-Bankers for the IFD Group.
- Assess the IFDs requirement and offer innovative solutions if need by structuring products and using in-house firm resources and domain experts.
- Maximize long-term revenue opportunities by becoming trusted advisers to IFDs and strengthening their loyalty.
Education
MBA - Finance (Major), Marketing (Minor)
Faculty of Management, GLS University
Ahmedabad , 07.2019 - 04.2021
BBA - Banking And Finance
Faculty of Management GLS University
Ahmedabad 07.2016 - 04.2019
Higher Secondary Education (12th) -
Rajasthan Board of Secondary Education (RBSE)
07.2014 - 03.2015
Skills
- Customer relationship management
- Regulatory compliance
- Strategic investment planning
- Market Knowledge
- Leadership
- Results Driven
Certification
- NISM Series-V-A: Mutual Fund Distributors Certification Exam
- NISM SERIES VIII: - Equity Derivatives Certification Examination
- NISM SERIES XXI-A PMS Distributors Certification Examination
- NISM SERIES X-A Investment Advisor Level 1 Certification
- Certificate Program in Financial Markets sales and Operation (Bombay Stock Exchange Institute Limited)
PERSONAL DETAILS
- Date of Birth - 14th April 1998
- Maratial Status - Married
- LANGUAGE - Hindi, Gujarati, English
Timeline
Deputy Manager - CEC
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
04.2026 - Current
Team Leader - ICICI Bank Channel
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
11.2022 - 03.2026
Senior Executive Manager
JM Financial Services limited
01.2021 - 11.2022
MBA - Finance (Major), Marketing (Minor)
Faculty of Management, GLS University
07.2019 - 04.2021
BBA - Banking And Finance
Faculty of Management GLS University
07.2016 - 04.2019
Higher Secondary Education (12th) -
Rajasthan Board of Secondary Education (RBSE)
07.2014 - 03.2015