Anamol Mishra

Anamol Mishra

Sales HSL

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  • Timeline

  • About me

    Relationship Manager @ ICICI Bank | Corporate Employee Solutions

  • Education

    • Chatrapati Sahuji Maharaj Kanpur University, Kanpur

      2014 - 2016
      BSc - Bachelor of Science Mathematics
  • Experience

    • HDFC Bank Limited

      May 2017 - Jun 2018
      Sales HSL

      Marketed demat and equity products, consistently achieving and surpassing sales targets. Managed a meticulously planned weekly schedule of activities, optimizing time management. Crafted and executed office business planning strategies, leading to streamlined operations. Achieved sales goals within specified timeframes, under the guidance of the Managing Director. Delivered compelling presentations to clients, effectively communicating complex financial information.

    • ICICIdirect

      Jul 2018 - Oct 2021

      Planned customer meetings and navigated the sales process, consistently achieving and surpassing revenue targets. Supported Branch Managers in enhancing branch profitability, offering valuable insights and strategies. Conducted market research, identifying untapped business opportunities, and driving revenue growth. Ensured an exceptional level of customer satisfaction through personalized service. Pioneered innovative strategies, resulting in increased overall productivity. Prepared, maintained, and presented detailed MIS reports to executive leadership. Show less

      • Senior Sales Manager AM

        Oct 2019 - Oct 2021
      • Assistant Manager

        Jul 2018 - Oct 2019
    • Kotak Securities

      Nov 2021 - Nov 2022
      Deputy Manager

      Acquired and nurtured relationships within the existing customer base of NR Privy League clients, improving client retention. Marketed and sold equity-based investment products to NR clients, aligning products with their financial goals. Provided exceptional servicing and conflict resolution, ensuring high customer satisfaction. Achieved and exceeded sales targets through strategic planning and execution. Collaborated with the bank team to encourage active trading among clients. Leveraged referrals from the partner bank's NR Privy customer base. Show less

    • ICICI Bank

      Nov 2022 - now
      Relationship Manager

      corporate employee Solutions Group

  • Licenses & Certifications

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

      National Institute of Securities Markets (NISM)
      May 2024
    • SEBI Investor Certification Examination

      National Institute of Securities Markets (NISM)
      Apr 2024
    • Insurance Regulatory and Development Authority of India

      Insurance Institute of India
      Mar 2024