Yash Sharma
Noida
Summary
Multi-talented Senior Manager well-versed and highly effective at developing, executing and directing key improvements to enable business enhancements and growth. Visionary leader with solid success leading business operations toward growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Manager
Nuvama wealth
2026.02 - Current
- Led strategic planning initiatives to align with company objectives and client needs.
- Managed cross-functional teams to execute investment strategies effectively.
- Developed client relationships through regular communication and tailored financial solutions.
- Analyzed market trends to inform investment decisions and risk assessments.
- Developed and implemented strategies to improve operational efficiency, reduce costs, and increase productivity.
Team Leader
ICICI Prudential Asset Management
2023.04 - 2026.02
- Orchestrated the sales team to develop impactful sales strategies.
- Stayed updated on new products and services to ensure the team's comprehensive knowledge.
- Managed 28 branches, conducted regular meetings with branch managers, Zonal Heads, and Regional Heads to keep them informed about AMC products and market trends.
- Achieved completion of sales targets, drove business growth, and motivated the team to achieve their targets in alignment with company goals.
Relationship Manager
ICICI Prudential Asset Management Company
2020.01 - 2023.03
- Managing portfolios clients acquisition managing new joiner team guide them and help to achieve their targets.
Relationship Manager
Bajaj Capital
Noida
2018.11 - 2020.01
- Relationship Manager taking care HNI investment portfolio Build AUM with the multiple products like - GI,LI,MF,FI
Deputy Manager
Kotak Mahindra Bank
2018.03 - 2018.11
- Relationship manager, managing HNI Customer portfolio, Taking care of customer financial needs and advice financial planning.
Client Relationship Manager
Yes Bank
2017.05 - 2018.03
- Self lead creation. Conversion leads into sale. making relationship with client. Managing portfolio of client.
Sales Executive
HDFC Bank
2016.08 - 2017.05
- Credit card sales, convert bank leads, forex card.
Education
B.Sc - math honor
MONAD UNIVERCITY
Skills
- Investment
- Wealth
- Portfolio
- Advisory
- Banking
- Finance
- Relationship
Certification
- Irda, Valid
- NISM Mutual Fund Certification (5A), Valid until 04/30/28
- NISM Series XXI-A, Valid until 04/30/28
Languages
English
Languages
English
First Language
Timeline
Senior Manager
Nuvama wealth
2026.02 - Current
Team Leader
ICICI Prudential Asset Management
2023.04 - 2026.02
Relationship Manager
ICICI Prudential Asset Management Company
2020.01 - 2023.03
Relationship Manager
Bajaj Capital
2018.11 - 2020.01
Deputy Manager
Kotak Mahindra Bank
2018.03 - 2018.11
Client Relationship Manager
Yes Bank
2017.05 - 2018.03
Sales Executive
HDFC Bank
2016.08 - 2017.05
B.Sc - math honor
MONAD UNIVERCITY