Shivam Singh

Experience

• 

  Bigshares Services Pvt Ltd

  Feb 2018 - May 2018

  IPO Executive

  • Gathered an overall understanding on the complex IPO process.• To analyze the roles of various intermediaries involved in IPO.• To assess and study the marketing and distribution strategy adopted by the merchant bankers.• To understand rules and regulations applicable to IPO.• Worked in 18 IPO’s out of which 2 are main boards and 16 SME’s.• Coordinated with banks for the applications received in bid data.• Prepared the basis of minutes for the IPO.• Coordinated with the exchange for the refund of money. Show less

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  ICICI Securities

  May 2019 - Mar 2021

  Senior Relationship Manager

  • Analyze portfolio of client and give recommendation to clients based on market and proper asset all ocation.• Handling Non - Resident Indians (NRIs) clients.• Expertise in advising NRI clients in all the wealth products.• Restructuring the portfolio according to changing market dynamics.• Administering customer attrition and achieving set targets for portfolio growth and new sales revenue every quarter.• Adhering to all processes as per policies & procedures and ensuring that there are no operating losses/ frauds.• Profiling Customers and provide financial products to meet customer needs.• Interfacing with High Net Worth clients for understanding their requirements and suggesting the most viable solution for customer retention & securing repeat business.• Interpreting financial document summaries, & portfolio reports for the clients. Show less

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  Central Park

  Mar 2021 - Apr 2022

  Interal Auditor
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  AKGVG & Associates

  Apr 2022 - Jul 2023

  Auditor
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  JK Tyre & Industries Ltd.

  Jul 2023 - now

  Internal Auditor