Yash Verma
Bhopal
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Senior Relationship Manager
ICICI Securities
01.2022 - Current
- Serve a designated portfolio of accounts in the Commercial Banking business segment New customer acquisition
- Develop the portfolio by prospecting new clients, cross selling and offering suitable corporate banking services to existing customers
- Achieve various individual business targets and contribute to the performance of the team
- Prepare credit proposals in accordance with delegated authority
- Analyzed market trends and made client investment recommendations.
- Assisted with the preparation of periodic auditing reports.
- Prepared trial balances and monitored assigned funds.
- Assisted auditor with internal and external audits.
- Monitored assigned funds and daily trading activity.
- Conduct regular review and take proactive measures to ensure credit quality
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
Intern
Tenhard India
06.2021 - 07.2021
- Sales monitoring, lead generation, digital subscription, market research.
Education
MBA - Finance
Institute of Professional Education And Research, (IPER)
Bhopal, M.P10.2022
B.Com (Computer Aplication) -
COLLEGE
SCHOOL -
Nalanda Public School Bhopal
Skills
- Fast Learner
- Teamwork
- Communication Skills
- Flexibility
- Problem Solving Skills
- Client rapport
- Market Research
- Portfolio Management
- Sales management
- Relationship building and management
Accomplishments
- (NISM V-A) Mutual Fund Distributors Certification.
- (NISM-7) Securities Operations and Risk Management Certification.
- Certificate of Insurance Regulatory and Development Authority of India(IRDAI)
- On-line Certificatation course of Digital marketing masterclass.
- On-line Certificatation course of Fundamentals of Digital Marketing.
Languages
English
Intermediate (B1)
Hindi
Bilingual or Proficient (C2)
Timeline
Senior Relationship Manager
ICICI Securities
01.2022 - Current
Intern
Tenhard India
06.2021 - 07.2021
MBA - Finance
Institute of Professional Education And Research, (IPER)
B.Com (Computer Aplication) -
COLLEGE
SCHOOL -
Nalanda Public School Bhopal
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