Summary
Overview
Work History
Education
Skills
Certification
Languages
Languages
Timeline
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Yash Sharma

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
02.2026 - 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
04.2023 - 02.2026
  • 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
01.2020 - 03.2023
  • Managing portfolios clients acquisition managing new joiner team guide them and help to achieve their targets.

Relationship Manager

Bajaj Capital
Noida
11.2018 - 01.2020
  • Relationship Manager taking care HNI investment portfolio Build AUM with the multiple products like - GI,LI,MF,FI

Deputy Manager

Kotak Mahindra Bank
03.2018 - 11.2018
  • Relationship manager, managing HNI Customer portfolio, Taking care of customer financial needs and advice financial planning.

Client Relationship Manager

Yes Bank
05.2017 - 03.2018
  • Self lead creation. Conversion leads into sale. making relationship with client. Managing portfolio of client.

Sales Executive

HDFC Bank
08.2016 - 05.2017
  • 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
02.2026 - Current

Team Leader

ICICI Prudential Asset Management
04.2023 - 02.2026

Relationship Manager

ICICI Prudential Asset Management Company
01.2020 - 03.2023

Relationship Manager

Bajaj Capital
11.2018 - 01.2020

Deputy Manager

Kotak Mahindra Bank
03.2018 - 11.2018

Client Relationship Manager

Yes Bank
05.2017 - 03.2018

Sales Executive

HDFC Bank
08.2016 - 05.2017

B.Sc - math honor

MONAD UNIVERCITY
Yash Sharma