Deepak Kumar

Experience

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  Omkar Engicon Pvt. Ltd.(Construction Company)

  Jul 2012 - Dec 2012

  Assistant Accountant

  Maintain Accounts, Tally ERP operator, Prepared Budget, Investment analysis, customer representative, financial advisor

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  CTRAN Consulting Pvt Ltd

  Jun 2014 - Aug 2014

  Business Development (Intern) WHO Project

  Formed 5 registered FPC's(Farmers' Producer Company), worked as management consultant, raised 70 lakh as debt for 5 companies, marketing strategies, prepared 5 year business plan, done 5 years financial analysis, prepared budget, future investment analysis, linkages and convergence, assets investment and allocation, HR development, Formation of Board of Directors(BoD) election and selections

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  ICICI Bank

  May 2015 - Apr 2016

  Deputy Manager & Privilege Banker

  Investment analysis, premium customers portfolio management ,financial advisor

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  HDFC MUTUAL FUND

  May 2016 - Jun 2017

  Assistant Manager
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  Reliance Mutual Fund

  Jun 2017 - Jan 2019

  Assistant Manager

  Worked as a relationship manager for IFAs ( Individual Distributors )Proactive proposal of bank-related services and proper direct contact with any existing or potential first-class client; Consulting and selling bank-related products and services, specifically developed for our first-class clients; Individually consulting with regards to any investment-driven question by the implementation of a broad analysis of the specific client and their risk profile; Practicing a cross-selling approach (both bank-related and non-bank-related products and services),Managing a portfolio of the current first-class clients. As a Relationship Manager, responsible for building and maintaining long-term relationships with partners. This involve providing investment recommendations and advice, ensuring customer satisfaction, and working with the AMC team to foster growth and achieve business targets Show less

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  ICICI Prudential AMC Ltd

  Jan 2019 - Sept 2019

  Deputy Manager

  As a Relationship Manager, responsible for building and maintaining long-term relationships with partners. This involve providing investment recommendations and advice, ensuring customer satisfaction, and working with the AMC team to foster growth and achieve business targets.Proactive proposal of AMC-related services and proper direct contact with any existing or potential first-class client; Consulting and selling bank-related products and services, specifically developed for our first-class clients; Individually consulting with regards to any investment-driven question by the implementation of a broad analysis of the specific client and their risk profile; Practicing a cross-selling approach (both bank-related and non-bank-related products and services),Managing a portfolio of the current first-class clients. Show less

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  Bank of Baroda

  Sept 2019 - now

  Wealth Manager