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Deepak Chauhan

Relationship Manager

6000 followers

Delhi, India

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Timeline
About me
Associate Director Incred Wealth & Investment Services Pvt Ltd
Education
- IBS Bangalore
  2011 - 2013
  Master of Business Administration (MBA) Business, Management, Marketing, and Related Support Services
  Activities and Societies: part of college fest MANTHAN IN MARKETING VERTICAL completed my full time MBA .
- Symbiosis Centre for Management Studies- Pune
  2008 - 2011
  Bachelor of Business Administration (BBA) corporate management
  Activities and Societies: part of college fest SYMPLUSE IN BEST MANAGER VERTICAL completed my 3 year BBA in corporate management
Experience
- Aditya Birla Group
  Mar 2013 - May 2015
  Relationship Manager
  Investment products financial services . advisory services
- ICICI Bank
  Jan 2016 - May 2017
  Manager,Wealth Management
  • Handling client base of 250 HNI clients.• Fulfill the private banking requirement of HNI clients.• Cross sell of banking products and third party products.• Have to maintain the relationship with existing clients as well Acquire New clients. • Acquisition of Quality Accounts With 10 Lakh value. • Achieve the Quarterly based target.• Offer Business banking and startup banking .
- HDFC Bank
  Jul 2017 - Jan 2018
  Manager
  Imperia RM
- Purnartha SEBI Registered Equity Investment Advisor
  Jan 2018 - Dec 2021
  Senior Manager
  Long term Wealth Creation and Equity investment Advisory.
- InCred Wealth
  Dec 2021 - now
  Associate Director
- InCred Wealth
  -
  Associate Director
Licenses & Certifications
- Wealth Management Certification Advance Level
  National Institute of Securities Markets (NISM)
  Jul 2022
- NISM
  National Institute of Securities Markets (NISM)