
RAHUL KUMAR
Accountant

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About me
Assistant Manager in Private Wealth Management Department at ICICI Direct! MBA- 23! Finance and Marketing
Education
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Maharishi Markandeshwar (Deemed to be University) Official
2021 - 2023Master of Business Administration - MBA Finance and Marketing Management 8.46 CGPA
Lalit Narayan Mithila University, Darbhanga
2017 - 2020Bachelor of Arts - BA Political Science 59%
Experience

Trimurti Floor Mill Patna
Jan 2020 - Jan 2021AccountantHandling day to day Financial flow of the organization and Maintaining accounting and billing on tally ERP software.

Mutual Globe
Jul 2022 - Sept 2022Relationship ManagerThis internship mainly put focus to know precisely what is Financial Planning? Why it isneeded? What are its importance? How it is carried out? Who carries it out? When itis needed to be carried out? What is the interest of carrying it out?

NJ Group
Mar 2023 - Feb 2024Deputy Assistant ManagerIdentify, and meet the potential leads who want to be an entrepreneur and explain to them the business opportunities and convince them to start the Financial Products Distribution business and become a Financial Products Distributor / Partner. • Providing financial products training to Distributors for Business Development. • Plan activities and strategies for business development for distributors • Educate the partners about product portfolio, and services offers and also evaluate them on sales performance, recommend improvements, • Develop positive working relationships with partners to build a business.Products: Mutual Funds, Insurance, Loan Against Security (LAS), Bonds, etc. Business targets: Recruitment of Financial Products Distributors, Product sales, etc. Show less

ICICIdirect
Feb 2024 - now- Acquisition of Corporate and HNI client. - Managing their Portfolio and Financial planning. This is a full-time on-site role as a Channel Sales Manager at Gurugram office. I'm responsible for managing and developing channel partners, driving sales, providing exceptional customer service, and overseeing sales management activities.
Assistant Manager- Private Wealth Management
Jul 2024 - nowChannel Manager
Feb 2024 - Aug 2024
Licenses & Certifications

Basic Training
NJ GroupSept 2023.webp)
NISM Series V A (Mutual Fund Distributor)
National Institute of Securities Markets (NISM)Jun 2023
PDBA ( Professional Diploma in Banking & Accounting)
IACT Education Pvt LtdDec 2019
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