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Hardik Mishra

Company researcher

790 followers

Surat, Gujarat, India

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Timeline
About me
Assistant Manager at ICICI Prudential AMC Ltd
Education
- Finnacle
  2015 - 2017
  Cfa u.s Finance, General
- Shree swaminarayan HV Vidhalaya
  2000 - 2014
  Junior High/Intermediate/Middle School Education and Teaching
- Venkateshwara Open University
  2016 - 2018
  Bachelor of Commerce - BCom Accounting and Business/Management 75%
Experience
- Radha krishna fashion pvt ltd
  Jun 2016 - Jan 2017
  Company researcher
  Equity Research with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Equity Research Analysis, Management, Microsoft Excel, Research, and Business Analysis.
- Concept Investwell Pvt. Ltd.
  Apr 2017 - Feb 2022
  Marketing Executive
  Have been responsible for sales and distribution of PMS service of CONCEPT INVESTWELL PRIVATE LIMITED.
- ICICI Prudential AMC Ltd
  Feb 2022 - now
  I am happy to share that i have been promoted Assitant Manager Responsible for advising investor, to be able to analyze asset allocation of investor to customize the approach in accordance of focused selling. Acheiving the business targets assigned in terms of up ICICI Prudential products, enhancing and upgrading the Client Net Worth relationshipsProfiling customers and provide financial products to meet customer needsProviding Investment planning and adviceAchieving sales and revenue targets spread across product mix
  - Assistant Manager
    May 2024 - now
  - Relationship Manager
    Feb 2022 - May 2024
Licenses & Certifications
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
  National Institute of Securities Markets
  May 2021
- NISM-Series-VIII: Equity Derivatives Certification Examination
  National Institute of Securities Markets
  Sept 2018
  View certificate

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