Arun Singh

Experience

• 

  ICICI Securities

  Jul 2010 - Mar 2015

  Associate wealth manager

  Handling UP-WEST Cluster for LI Business. Driving Specific Product & Contest .Training & Floating MIS

• 

  HDFC Bank

  Apr 2015 - Sept 2016

  Preffered RM

  Handling Preffered Customer for Roorkee Location. portfolio managmnet inline of CASA, Revenue and service relatedDeepening of Book Size through NTB and Retail assest / Working capital

• 

  YES BANK

  Oct 2016 - Jan 2020

  Branch Manager Handling HNI client and Revenue generation / Portfolio deepening Handling Finacial Advising service for Meerut Area and Generation of Assigned Revenue. Incremental Growth MOM in AUM and BooksTaking care of Service Parts to all premium Account holders of Bank within the Assigned Location

  • Branch Head

    May 2019 - Jan 2020

  • AVP -RM YF

    Aug 2018 - May 2019

  • Senior Manager - RM YF

    Oct 2016 - Jul 2018
• 

  SBI Wealth

  Jan 2020 - Jul 2021

  Team Lead

  Heading Team for Lucknow Circle for Wealth Management.

• 

  Axis Bank

  Jul 2021 - now

  Handling team of Affluent/Priority/NRI RM. customer's Service and Portfolio Management .

  • Branch Head

    Jul 2023 - now

  • Relationship Head - Branch

    Jul 2021 - Jul 2023