Senior Manager Investment Specialist
ICICI Bank Wealth Management
Total years of experience :16 years, 4 Months
As an Investment Specialist I do cater to HNIs and Ultra HNIs of Bank for their Investment needs in various investment avenues.
Investment Advisory.
Relationship Management with Investors.
Channel Sales.
Understanding and dissemination of Marco Economic Scenarios & Market Trends.
It was a channel sales profile. Where in I was managing 250-280 Relationships like Banks, Corporate Brokers & Independent Financial Advisor. I was responsible for garnering Funds in various Equity and Debt Schemes.
It really helped me a lot to gain a grip on capital market emerging trends and implications in line with specific asset classes.
I am CFA Level 2 candidate. Just appeared CFA Level 2 exam Results are awaited.
Distance Learning Course offered From ICFAI
Distance Learning Course offered From ICFAI
MBA Marketing Full Time Course, Affiliated to Gujarat University