Aaron George Alex

Aaron george alex

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location of Aaron George AlexChennai, Tamil Nadu, India
Followers of Aaron George Alex185 followers
  • Timeline

  • About me

    Relationship Wealth Manager at ICICI Bank

  • Education

    • Loyola college

      2018 - 2021
      Bachelor of commerce - bcom business/commerce, general 7.8/10

      Activities and Societies: - Administrative secretary of the Commerce department - Member of the Entrepreneur development cell Received awards during my tenure in the Administrative secretary of the Commerce department.Participated in Business plan competition, Best manager competitions, Mad over marketing campaigns during college.

  • Experience

    • Icici bank

      Sept 2021 - Dec 2022
      Deputy manager band ii (wealth management)

      - Responsible for NTB (New to bank) activation.- Managing the wealth client base and sourcing business opportunity leads- Managing portfolio of customers and bringing in new investments- Was awarded as stalwart for the best performance as an Ascend Trainee for bringing in maximum number of high value clients.- Marketing the entire bouquet of financial products which include Forex, Insurance, Mutual Fund, Current/Savings A/c, Health Insurance, Credit Card, LAP, Mortgage.- Achieve Revenue Goals thru Mutual Funds, Credit Cards, Insurance Sells, Loan against Properties and various other banking products.- Product customization basis the customer needs Show less

  • Licenses & Certifications

    • Mutual fund distributors certification

      National institute of securities markets (nism)
      Aug 2021