Aditya Sharma

Experience

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  Chandrakanta Gas Agency

  Nov 2013 - Aug 2014

  Accounting Manager
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  Chawla Kishore & Co. Chartered Accountants

  Sept 2014 - Sept 2016

  Senior Accountant
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  ICICI Bank

  Oct 2016 - Nov 2019

  Deputy Branch Manager

  * Handling the privilege segment customers and assisting them by providing solutions fortheir day to day banking needs within TAT without errors.* Managing and guiding the customers for various market and non-market linkedinvestment for parking their excess funds as per their needs.* Indulged in all sort of Forex transactions (Remittances abroad/Forex Cards/Buying &Selling)* Efficiently handling daily branch customer walk-in queries and resolving them withinTAT.* Experience in handling queries related to D-Mat Accounts* Achieved revenue targets by selling various products (for e.g.: High Value CA/SAAccounts, Demat Accounts, CC/PL and other third party products including LI , MFetc.)* Qualified for various Regional Contests consecutively for months.* Qualified for various Zonal Contest held consecutively from November till March.* Explain, advice on and promote bank products and services to customers.* Conducts a variety of customer service meetings which may include providing account.* Lead generation across products range through Walk-in & follow up.* Promoting all direct banking channels & ensuring that the customer is utilizing the same. Show less

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  Fin First

  Dec 2019 - now

  Managing Partner

  * Deals in mortgage loans & business loans (including working capital loans).* Engaging/Probing the client for their particular needs and suggesting them theirinvestment plans as per the needs.* Deals in Subsidised loans like Mukhyamantri Yuva Udhyami/ MukhyamantriSwarozgar Yojana/ MSME loans and various schemes that launches from time to time.* Managing and guiding the customers for various market and non-market linkedinvestment for parking their excess funds as per their needs.* Deals in insurance including general, health and term insurance.* Portfolio Management of the clients involved in trading in multiple investment options.* Had been associated with Turtlemint for insurance and mutual fund business.* Had been awarded for various contests running for monthly achievement of insurancetargets.* Investments in mutual funds, govt. bonds & insurance segment.* Capital gain working/calculation arises out of different investment products (includingintraday trading, FnO, MF trading).* Meeting and engaging with the clients for providing resolution to their day to day issuesor hurdles.* Project financing for new or takeover business. Show less