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Pratham Srivastava

Pratham Srivastava

Office Assistant

Followers of Pratham Srivastava78 followers
location of Pratham SrivastavaNew Delhi, Delhi, India

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  • Timeline

  • About me

    Wealth Manager at ICICI Bank Limited

  • Education

    • Chatrapati Sahuji Maharaj Kanpur University, Kanpur

      2008 - 2010
      Master of Arts - MA HISTORY

    • Manipal University Jaipur

      2021 - 2023
      Master of Business Administration - MBA Marketing

  • Experience

    • SAI PRAKASH PROPERTIES DEVELOPMENT LIMITED

      Oct 2013 - Jul 2015
      Office Assistant

    • Kandarp Management Services Private Limited

      Oct 2015 - Sept 2018
      Report Auditor

    • ICICI Bank

      Sept 2018 - now

      Take care of HNI Clients along with his/ her family banking , manage all wealth Clients portfolio and PMS. Focused SES customers handling all types of Financial services like , Assets, CASA, Demate, LI and GI etc. with 95% Persistancy. Take care of New Customers acquisition with 💯% retantion

      • Wealth Manager

        May 2022 - now

      • Assistant Manager

        Sept 2020 - Apr 2022

      • Sales Officer

        Sept 2018 - Aug 2020

  • Licenses & Certifications

    • NISM Certifications

      National Institute of Securities Markets (NISM)
      Nov 2022

    • Life Insurance

      Insurance Regulatory and Development Authority of India
      Sept 2022