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Gaurav Kumar Mishra

Gaurav Kumar Mishra

Sr. Relationship Manager

Followers of Gaurav Kumar Mishra836 followers
location of Gaurav Kumar MishraPune, Maharashtra, India

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  • Timeline

  • About me

    Area Head-Bancassurance (TPP-MF/Insurance)

  • Education

    • Kohinoor businees school center for management research

      2009 - 2011
      PGDM Finance (Major) & Marketing (Minor)

      Activities and Societies: News letter Committee, Coordinator Of HR Committee. winner Of Share Market Competition . PGDM

    • Arcade Business college

      2005 - 2008
      BBM Business Administration and Management, General

      Activities and Societies: HR group, Placement Cell BBM

  • Experience

    • ICICI Securities

      Oct 2010 - Aug 2011
      Sr. Relationship Manager

      Develop new relations through referencing & other sources.• To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of HSBC group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]• To manage customers in the branch or through client visits & provide Financial / Investment Advisory, budgetary expectations of the organizatio Show less

    • HSBC

      Aug 2011 - Jan 2012
      SRM

      • Develop new relations through referencing & other sources.• To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of HSBC group. [Eg. Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]• To manage customers in the branch or through client visits & provide Financial / Investment Advisory, budgetary expectations of the organizatio Show less

    • Gulzar Group of Institutes

      Mar 2012 - Aug 2016
      Head of Marketing

      • Key Member for Establishing the office at Bihar.• Managing a team of 15 members at Bihar office.• Establishing the Relationship between various consultant in Bihar & Jharkhand. (Achieving 100 consultant tie up in last 4 years)

    • ICICI Prudential Life Insurance Company Limited

      Nov 2016 - Feb 2018
      Senior FSM(Standard Chartered Bank )

    • Tata AIA Life Insurance

      Feb 2018 - Mar 2020

      Managing all three vertical of HDFC channelProduct training, Online Lead generation, Sales. Managing all three vertical of HDFC channelProduct training, Online Lead generation, Sales.

      • DEPUTY KAM

        Apr 2019 - Mar 2020

      • Assistant KAM

        Sept 2018 - Mar 2019

      • Floor Manager ( HDFC COP, PRIME, VRM)

        Feb 2018 - Aug 2018

    • HDFC Life

      Mar 2020 - Dec 2022
      Cluster Manager

    • Tata AIA Life Insurance

      Dec 2022 - Jun 2024
      Area Sales Manager

    • RBL Bank

      Jun 2024 - now
      Area Head-Bancassurance (TPP-MF/Insurance)

  • Licenses & Certifications

    • Alternative Investment Manager

      Indian Association of Alternative Investment Funds (IAAIF)

    • Certified Credit Research Analyst (CCRA)

      Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets ( NISM)

    • ERP FICO ( SAP R/3)

      BY INTEGRATED INFOTECH ( ISO : 9001-2008)
      View certificate certificate

    • NISM Series V-A Mutual fund distribution certification examination.

      NISM

    • NSE Certified Business Analytics

      NCFM and IMS Proschool

    • Venture Capital and Private Equity Module

      NCFM

    • Financial Analyst Certification

      Udmey
      Jun 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Gaurav Kumar Mishra
      Best Employee Award GGI Aug 2012
    • Awarded to Gaurav Kumar Mishra
      Best SRM - Mar 2011 Got best RM award in Jan to March Quarter

  • Volunteer Experience

    • Educationist

      Issued by Association of International Wealth Management of India (AIWMI)
      Association of International Wealth Management of India (AIWMI)Associated with Gaurav Kumar Mishra