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Sakshee Jaiswal

Sakshee Jaiswal

Management Trainee

Followers of Sakshee Jaiswal817 followers
location of Sakshee JaiswalNew Delhi, Delhi, India

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  • Timeline

  • About me

    Branch Relationship Officer at Axis Bank | Former Sr. Relationship Manager at ICICI Securities

  • Education

    • Sherwood College Of Professional Management

      2015 - 2018
      Bachelor of Commerce - BCom Accountancy, Bussiness, Economics... etc First division

      Activities and Societies: projects Graduated

    • Sunbeam English School, Varanasi

      2013 - 2015
      Business/Commerce, General First division

      Intermediate

    • Jaipuria Institute of Management

      2018 - 2020
      PGDM Marketing/IT Operation

  • Experience

    • Amul (GCMMF)

      Apr 2019 - Jun 2019
      Management Trainee

      INTERN

    • ICICIdirect

      Dec 2020 - Feb 2022
      Senior Relationship Manager

      Working, * Interfacing with clients for understanding their requirement and cultivating relationship with them for customer retention and securing repeat business.* Discussing investment plans with existing clients and new prospective investors according to their financial goals, time horizon, risk appetite, past performance and future outlook of the schemes etc.* Providing customized solutions to the investors and offering various money market linked products such as Mutual Funds, Insurance, Shares, ETF, Bonds etc. Show less

    • Axis Bank

      Aug 2022 - now
      Assistant Manager

      Skilled in service and portfolio management, ability to meet targets. Certified mutual fund distributor ( NISM- VA) and IC - 38.

  • Licenses & Certifications

    • NISM-Series-VIII Equity Derivatives Certificate

      National Institute of Securities Markets
      Dec 2020

    • NISM-Series-VII Securities Operations & Risk Management Certificate

      National Institute of Securities Markets
      Oct 2020

    • NISM-Series-V-A Mutual Fund Distributors Certification

      National Institute of Securities Markets
      Jul 2020

    • Insurance Regulatory & Development Authority Of India

      Insurance Institute of India
      Sept 2020

    • Lean Six Sigma Green Belt Certification

      KPMG India
      Apr 2019