Umang Agrawal
Relationship Manager
Prayagraj
Summary
Experienced financial professional with over 3 years in wealth management, specializing in mutual funds, portfolio management Services (PMS), and alternative investment funds (AIF).
Successfully managing high net-worth clients portfolios while tailoring investment strategies to meet their objectives. Proven ability to cultivate strong client relationships and deliver exceptional results. Seeking opportunities to leverage expertise in asset management and drive client success in a progressive financial services environment.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Relationship Manager
ICICI Prudential Asset Management
Prayagraj
02.2024 - Current
- Managing DIRECT channel for Prayagraj, Adhering strong knowledge about the capital market and mutual fund industry, Analyzed market trends and economic data to make informed recommendations for clients portfolios
- Assessing and managing HNI clients portfolio & Investment, Generating meetings from database and converting leads.
- Organized regular client meetings for portfolio reviews, ensuring their investments remained aligned with their financial objectives
- Developed and maintained strong relationships with clients to maximize returns, sales and clients satisfaction
Relationship Manager
PolicyBazaar
Prayagraj
06.2022 - 01.2024
- Met with clients, delivered presentations, and developed client relationships through networking, direct referrals, and lead databases
- Grew sales and boosted profits, applying proactive management strategies
- Established and cultivated solid business relationships with new or existing customers
- Closed lucrative sales deals using strong negotiation and persuasion skills
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements
- Maintained high standards of customer service by building relationships with clients
Sales Manager
Future Generali India Life Insurance Co. Ltd.
Prayagraj
12.2021 - 06.2022
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services
- Conducted team meetings to reinforce goals and objectives and set clear expectations about business, policies and procedures
Education
B.B.A - Management
Lucknow University
Lucknow 01.2015 - 01.2018
12th - English
CBSE
Prayagraj 01.2014 - 01.2015
10th - English
CBSE
Prayagraj 01.2012 - 01.2013
Skills
- Investment and wealth planning
- Portfolio Management
- Mutual Funds, PMS, AIF
- Alternate Investment
- HNI Acquisition
- Asset management
- HNI Sales
- Sales expertise
- Microsoft Excel - Basic & Advanced
- Equity and fixed income markets
- Relationship building
Certification
NISM Mutual Fund Certification (5A), 01/27
Timeline
Relationship Manager
ICICI Prudential Asset Management
02.2024 - Current
Relationship Manager
PolicyBazaar
06.2022 - 01.2024
Sales Manager
Future Generali India Life Insurance Co. Ltd.
12.2021 - 06.2022
B.B.A - Management
Lucknow University
01.2015 - 01.2018
12th - English
CBSE
01.2014 - 01.2015
10th - English
CBSE
01.2012 - 01.2013
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