Deep Enrich
Preetam Kumar
Deputy Manager
221 followers
Delhi, India
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About me
Certified Business Analyst | Certified Agile Business Analyst | IIBA - ECBA Trained | PSM Trained | PSPO Trained | BFSI | Insurance | Wealth Management | Business analyst | SQL |Business intelligence |
Education
INSURANCE INSTITUTE OF INDIA, Bengaluru, Karnataka
2019 -LIFE INSURANCE, IRDA, Nov. 2019
Magadh University
2016 - 2018Master's degree Economics 1st class.webp)
National Institute of Securities Markets (NISM)
2019 - 2019NISM SERIES-V-A MUTUAL FUND, Oct. 2019 MUTUAL FUNDS
Manipal Academy of Higher Education
2019 - 2020PGDB Banking and Financial Support Services 1st classMagadh University
2013 - 2016Bachelor's degree Economics 1st class
Experience
ICICI Bank
Jan 2020 - nowDeputy ManagerWealth Service Relationship Manager.wealth management Job Responsibility1.Procuring the potential clients through networking, database, market analysis and references.2.Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.3.Develop and manage the fund selection models.4. Excellence in Branch operation
Licenses & Certifications
.webp)
Introduction to business intelligence
Corporate Finance Institute® (CFI)Apr 2022
SQL
SololearnApr 2022
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