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Neeraj Phuloria

Neeraj Phuloria

Assistant Relationship Manager

Followers of Neeraj Phuloria562 followers
location of Neeraj PhuloriaSouth Delhi, Delhi, India

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  • Timeline

  • About me

    Executive at HDFC Asset Management Company Ltd

  • Education

    • Wigan & Leigh College, New Delhi

      2007 - 2009
      Master's degree Finance

  • Experience

    • SMC Global Securities Ltd

      May 2009 - Nov 2009
      Assistant Relationship Manager

      responsibilitiesResponsible for activities regarding sales, marketing, customer acquisition, customer relation management, & maximizing revenue. Finding various new businesses opening & arranging promotional programs to get commercial business and attain set goals. Assessing market, current trends in market, finding competitors, also giving suggestions for product improvement

    • HDFC Asset Management Company Ltd

      Jan 2010 - Jan 2012
      Executive

    • Reliance Mutual Fund

      Jul 2012 - Sept 2015
      Assistant Manager

    • ICICI Prudential Mutual Fund

      Dec 2015 - Jul 2018
      Manager

    • DSP Mutual Fund

      Jul 2018 - Jul 2022
      Manager

    • TRUST Mutual Fund

      Aug 2022 - Aug 2023
      Sr. Director

    • ICICI Bank

      Aug 2023 - now
      Investment Advisor

  • Licenses & Certifications

    • NISM- Portfolio Management Services

      National Institute of Securities Markets (NISM)
      May 2023

    • NISM investment Advisor (X-B)

      National Institute of Securities Markets (NISM)
      Oct 2023

    • NISM investment Advisor (X-A)

      National Institute of Securities Markets (NISM)
      Sept 2023

    • NISM (Mutual fund distributors examination)

      National Institute of Securities Markets (NISM)
      Sept 2023