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Akshay Gupta

Akshay gupta

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location of Akshay GuptaJammu & Kashmir, India
Phone number of Akshay GuptaView Mobile No.
Followers of Akshay Gupta13000 followers

  • Timeline

  • About me

    Relationship Manager (Banking Channel) | MBA - Finance & Marketing | NISM PMS XXI-A | IRDA SP | Nism-I | Nism V-A | Nism-VI | Nism-VII | Nism-VIII | NCFM

  • Education

    • Kurukshetra university

      2015 - 2017
      Master of business administration (mba) finance and marketing 1st division

      Activities and Societies: Winner of many intra and inter college quiz,debates and sports Hosted management fests. Participated in many extra curricular activities.....!!!

    • University of jammu

      -
      Graduation

  • Experience

    • Hdfc bank

      Jun 2016 - Jul 2016
      Internship

    • Sharekhan

      Feb 2017 - Oct 2018
      Relationship manager

      Demat accounts,Dealing in Equity Derivatives,Equity investments, Mutual funds, etc

    • Geojit financial

      Nov 2018 - Jun 2019
      Executive - dealing

      Dealing in demat accounts, Equity Derivatives,Equity Cash, Mutual funds,IPO, NFO, commodities,currency derivatives,insurance,etc

    • Hdfc securities

      Jun 2019 - Sept 2019
      Assistant manager (senior rm)

      Dealing in Equity investments, trading, future and options, demat accounts, loan products, other tpp.

    • Kotak securities

      Nov 2019 - Mar 2020
      Deputy manager

      Dealing in Equity investments, Currency derivatives, Demat accounts, insurance, other tpp etc.

    • Reliancesmartmoney.com

      Jun 2020 - Feb 2023
      Manager- dealing vertical

      Responsible for Team handling, Training, Client acquisition, Investment Products (MF, PMS, AIF) Trading, Derivatives, Loan products, other TPP, etc

    • Icici prudential amc ltd

      Mar 2023 - now
      Relationship manager (banking channel)

      • Developing, managing and expanding customerrelationships by imparting the requiredknowledge about market and ICICI Prudentialproduct base to the bankers• Planning and providing portfolio solutions byanalysis of clients' financial health and futurerequirements• Educating clients on the latest online tools,enabling development and implementation ofsolutions to help them achieve personal financialgoals• Responsible for formulation and execution ofstrategies that will help both ICICI Prudential andpartners to achieve profitable growth with equalfocus on persistency• Training and motivating ICICI bank staff toprovide better understanding of products and dobusiness regularly. Show less

  • Licenses & Certifications

    • Master diploma in computer information and system management

    • One year diploma in computer software

      Hiit

    • Ncfm capital market dealers module

      Nse india
      Jan 2017

    • Nism series viii equity derivatives certification examination

      National institute of securities markets (nism)
      Dec 2017

    • Sales fundamentals

      Reliancesmartmoney.com
      Jul 2021

    • Leadership module

      Reliancesmartmoney.com
      Jul 2021

    • Nism series vii : sormc

      National institute of securities markets (nism)
      Jan 2019

    • Nism series vi: depository operations certification examination

      National institute of securities markets (nism)
      Jan 2017

    • Nism series- v-a: mutual fund distributors certification examination

      National institute of securities markets (nism)
      Jan 2018

    • Nism series i currency derivatives certification

      National institute of securities markets (nism)
      Mar 2018