Deep Enrich
Aftab Ahmad
Relationship manager
1000 followers
Bengaluru, Karnataka, India
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Skills
Wealth managementTeam managementTrainingInvestmentsRelationship managementInvestment managementEquitiesOperations researchUniversity teachingInvestment advisoryBusiness developmentBankingPortfolio managementFinancial servicesNational eligibility testAbout me
Experience- Mutual funds Stock market - FAN Vertical Training of Financial Products Research association with JAIN UNIVERSITY under guidance of DR B Raghavendra Rao Taught Operation Research as Visiting faculty at NSB, Bangalore
Education
D.a.v
1997 - 2001S.a.m.h.s
1988 - 1997Schooling
Acharya Institute Of Management and Science
2007 - 2009Master of business administration (mba) financeits was a pleasant journey at aims, great interaction with faculties, participation in inter college activity and paper presentation at iim-b and osmania university.
Experience
NJ Group
May 2009 - Aug 2010Relationship managerrelationship management
Iifl premia
Aug 2010 - Dec 2012Managerwealth management
Reliance Mutual Fund
Dec 2012 - Aug 2018Area manager
DSP Mutual Fund
Aug 2018 - May 2022Avp
Axis Bank
May 2022 - nowInvestment counselor, burgundy
Licenses & Certifications
.webp)
NISM XXI A - Portfolio Management Services (PMS)
National Institute of Securities Markets (NISM)Mar 2023- View certificate
CFP Certification - Global Excellence in Financial Planning
FPSB IndiaFeb 2019
NISM-X-B Investment Adviser Level 2
National Institute of Securities Markets (NISM)Feb 2024NISM-X-A Investment Adviser Level 1
National Institute of Securities Markets (NISM)Feb 2024NISM XIII Common Derivative
National Institute of Securities Markets (NISM)May 2025- View certificate
CFA Institute Charterholder
CFA InstituteOct 2025
Languages
- hiHindi
- enEnglish
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