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Prakhar Agarwal

Prakhar Agarwal

Wealth Manager

Followers of Prakhar Agarwal1000 followers
location of Prakhar AgarwalGurugram, Haryana, India

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  • Timeline

  • About me

    Finance & Performance | Business Consulting | Deloitte India | Ex-EY | IMI New Delhi

  • Education

    • University of Petroleum and Energy Studies, Dehradun

      2012 - 2016
      B.Tech Chemical Engineering with specialization in refining and petrochemicals

      Activities and Societies: ✔Student Placement Representative for Chemical 2012-16 batch ✔Committee Member, Corporate Social Responsibility of UPES ✔Special Mention , UPES MUN 2013; participant in IIT Roorkee MUN 2013 ✔Designed and fabricated highly efficient Cyclone Separator as a project for College Lab ✔Finalist - Cairn India Amazing Champions of Energy Case Study Challenge; 'Manthan' organized by Citizens for Accountable Governance Group

    • P.M.S. Pulic School, Moradabad

      2001 - 2010
      Secondary School Secondary School 10/10

      Activities and Societies: Eureka International, School Lawn Tennis Team, Macmillan International Maths Olympiad, Saviors Environment Contest, Bhartiya Sanskriti Gyaan Pariksha, Debate and Speech Competitions, School Prefect

    • International Management Institute - IMI

      2016 - 2018
      Post Graduate Diploma in Management Finance, General

      Activities and Societies: ✔Member of Finance Club ✔Founding Member of Investment Society ✔Global Ambassador, Indian Technical and Economic Cooperation (ITEC) Programs, an initiative taken by the Ministry of External Affairs (Govt. of India), at IMI New Delhi ✔Best Innovation and Creativity Award in intra-college entrepreneurial event ✔Participant in IMI Model United Nations 2017 as a delegate of Russian Federation in G-20 summit

    • Frankfurt School of Finance & Management

      2018 - 2018
      Master's degree Finance, General

  • Experience

    • ICICI Bank

      Jun 2018 - Jan 2019
      Wealth Manager

      Work profile entailed:1. Handling portfolio worth 100+ crores 2. Analysed and recommended investment options to 300 HNI clients basis their risk and need profile3. Need generation for client through cross-selling and up-selling various ICICI products4. Focused discussion with branch leaders for outbound and inbound sales plan to increase client base of the portfolio5. Drove business development across liabilities and assets products aggressively to complete yearly fee targets within 8 months-- Received "Award of Excellence" for over-achieving August 2018 targets from Regional Head - Wealth Management Show less

    • MarketsandMarkets™

      Jan 2019 - Mar 2020
      Associate Engagement Partner

      KRAs:1. Revenue Consulting - helping CXOs identify market latent demand, hot beds to add next billion dollar in revenues2. Managing internal and external stakeholders, Client on-boarding and deal negotiation to deliver internal revenue numbers3. Lead pre-sales work, preparation of compelling proposals with research team, providing reasonable insights during client engagements and business development pursuits - all to align MnM's market research with long term business objectives of the clients4. Engaging with clients from Europe and Middle East for long-term Business Engagement through our proprietary product - Knowledge Store5. Self-starter in terms of successfully running various outbound campaigns for need creation, generating Up-sell and Cross-sell opportunities Show less

    • EY

      May 2020 - Dec 2023

      • Senior Consultant

        Sept 2022 - Dec 2023

      • Consultant

        Oct 2021 - Sept 2022

      • Associate Consultant

        May 2020 - Oct 2021

    • Deloitte

      Dec 2023 - now
      Senior Consultant

  • Licenses & Certifications

    • Equity Research - FLIP

      NSE Academy Certification in Financial Markets

    • Certified NFT Expert

      Blockchain Council
      Jul 2022

    • EY Real Estate, Hospitality & Construction - Bronze (2022)

      EY
      May 2022
      View certificate certificate

    • Scrum Foundation Professional Certificate (SFPC)

      CertiProf
      Jun 2020

    • EY Digital - Bronze (2022)

      EY
      May 2022
      View certificate certificate

    • EY Analytics - Data visualization - Bronze

      EY
      Dec 2020
      View certificate certificate

    • Finance and Banking Fundamentals (India)

      Finitiatives Learning India Pvt Ltd
      Sept 2016
      View certificate certificate

    • EY Blockchain - Bronze

      EY
      Jun 2021
      View certificate certificate

    • Alteryx Designer Core Certified

      Alteryx
      Jul 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Prakhar Agarwal
      EY Spot Award - Nov 2021
    • Awarded to Prakhar Agarwal
      EY Spot Award - Jul 2021
    • Awarded to Prakhar Agarwal
      EY Spot Award - Jun 2021
    • Awarded to Prakhar Agarwal
      Award of Excellence ICICI Bank Wealth Management
    • Awarded to Prakhar Agarwal
      Best Innovation and Creativity Entrepreneurship Cell, IMI New Delhi
    • Awarded to Prakhar Agarwal
      Global Ambassador, Indian Technical and Economic Cooperation (ITEC) Program International Relations and Executive Education Committee, IMI New Delhi

  • Volunteer Experience

    • Member - Finance Club

      Issued by International Management Institute - IMI on Jun 2016
      International Management Institute - IMIAssociated with Prakhar Agarwal

    • Founding Member - Investment Society

      Issued by International Management Institute - IMI on May 2017
      International Management Institute - IMIAssociated with Prakhar Agarwal

    • Committee Member

      Issued by Corporate Social Responsibility, University of Petroleum and Energy Studies, Dehradun on Sept 2012
      Corporate Social Responsibility, University of Petroleum and Energy Studies, DehradunAssociated with Prakhar Agarwal

    • English Teacher

      Issued by Make A Difference on Aug 2013
      Make A DifferenceAssociated with Prakhar Agarwal

    • Student Placement Representative

      Issued by University of Petroleum and Energy Studies on Oct 2014
      University of Petroleum and Energy StudiesAssociated with Prakhar Agarwal