Tarun Mohan
Bangalore
Summary
Product specialist with a proven record at ICICI Bank, achieving 110% of revenue targets through strategic investment advisory and portfolio management. Expertise in managing HNI and UHNI clients, fostering strong relationships while leading high-performing teams. Skilled in driving AUM growth initiatives and enhancing productivity through effective mentoring.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Product Specialist / Regional Head Sales
ICICI Bank
Bangalore
04.2019 - Current
- Achieved 110% of revenue targets through investment product sales and advisory services.
- Drove regional sales strategy, resulting in revenue growth and business expansion.
- Managed and mentored high-performing teams, driving client acquisition and productivity improvements.
- Oversaw portfolio growth, strengthening key client relationships and expanding market presence across multiple segments.
- Managed over ₹150 crore in assets under management for HNI and UHNI clients.
- Advised clients on mutual funds, PMS, AIFs, insurance, and structured solutions.
- Cultivated long-term client relationships by implementing goal-based financial planning strategies.
- Led and mentored a team of 15 relationship managers, fostering a culture of excellence.
Project Engineer
VA Tech Wabag Pvt Ltd
Chennai
03.2015 - 02.2017
- Managed project schedules and allocated resources for water treatment initiatives, ensuring timely completion.
- Coordinated cross-functional teams to enhance communication and align project objectives, improving collaboration.
- Conducted regular site inspections to ensure compliance with safety standards.
- Facilitated client meetings to update on project progress and address concerns, fostering client relationships.
Education
MBA - Sales And Marketing
Christ University
Bangalore04-2019
B.Tech - Chemical Engineering
Anna University
Chennai04-2014
Skills
- Investment advisory
- PMS and AIF products
- Wealth management strategies
- Financial planning expertise
- AUM growth initiatives
- Revenue generation strategies
- Client acquisition
- HNI client management
- Asset allocation techniques
- Cross-selling opportunities
- Team leadership and mentoring
- Regulatory and compliance awareness
Certification
NISM VA Series Certified, Investment Advisory / Mutual Funds
Personal Information
Title: Regional Head Sales | Product Specialist – Investments
Timeline
Product Specialist / Regional Head Sales
ICICI Bank
04.2019 - Current
Project Engineer
VA Tech Wabag Pvt Ltd
03.2015 - 02.2017
MBA - Sales And Marketing
Christ University
B.Tech - Chemical Engineering
Anna University