Akshay Tripathi

Experience

• 

  Reliance Retail

  Apr 2019 - Jun 2019

  Marketing Research Intern

  Conducted Market Research on Consumer Behaviour across Reliance Retail in order to understand the shopper behavior and evaluating customer experience at selected stores

• 

  ICICI Bank

  Oct 2020 - now

  - Conducted an extensive business analysis encompassing 103 branches in Gurugram, identifying and addressing key challenges, potential opportunities, and corresponding solutions. -Developed budgets and forecasts to predict Gurugram City’s growth and market share in the upcoming quarters, while diligently monitoring the planned projections for each business segment- contributing to 100% book growth -Presented a comprehensive growth plan and its corresponding trajectory to the bank's senior management. -Allocated the planned growth figures to different segments based on their Key Responsibility Areas (KRA) and critical factors such as the opportunities available in their respective vicinity Show less •Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review•Keep abreast with developments in global markets, investment products and opportunities•Liaise with central research / advisory / product teams / business divisions for identifying opportunities to cater to clients requirements•Explaining key risks and other features of products in which the client wishes to invest and updating the client on the same post sales•Assist the client in aligning his investments as per his needs and risk appetite in line with dynamic asset allocation Show less •Monitor and address HNI clients banking and Investment requirements•Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience, thereby helping the client reach short term and long term investment goals•Focus on business development across liabilities, assets & improved client stickiness•Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile Show less

  • Product Manager

    Jan 2024 - now

  • Business Analyst

    Oct 2022 - Jan 2024

  • Product Specialist - Wealth

    Jul 2022 - Sept 2022

  • Relationship Manager - Wealth

    Oct 2020 - Jul 2022