Amitabh Pathak

Internship Trainee

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Bangalore Urban district, India

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Timeline
About me
Regional Head -Acquisition Retail
Education
- SDM Institute for Management Development
  -
  PGDM Marketing
- Calcutta University, Kolkata
  2012 - 2015
  Bachelor of Commerce - BCom Accounting and Finance
- SDM Institute for Management Development
  2018 - 2020
  PGDM Marketing & Finance
Experience
- Tata Consultancy Services
  Feb 2016 - Jun 2016
  Internship Trainee
- Hedge Equities Ltd
  Apr 2019 - May 2019
  Internship Trainee
- ICICIdirect Securities
  Oct 2020 - Sept 2023
  Manage financial planning of HNI Wealth clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodically review the portfolio.Strong knowledge of Investment Products like Mutual Funds, Fixed Income, Portfolio Management Services, Private Equity,Insurance and Loans Helping to create wealth for diversified set of clients by client profiling,Asset allocation strategies,Asset Management,Portfolio Management and Advisory Skills .
  - Wealth Manager
    Aug 2022 - Sept 2023
  - Chief Relationship Manager
    Feb 2022 - Jul 2022
  - Key Relationship Manager
    Aug 2021 - Jan 2022
  - Senior Relationship Manager (Equity and Mutual funds)
    Oct 2020 - Jul 2021
- ICICIDirect
  Sept 2023 - now
  - Regional Head-Acquisition Retail
    Aug 2024 - now
  - Branch Manager
    Sept 2023 - Aug 2024
Licenses & Certifications
- ICICI SECURITIES -WEALTH MANAGER PROGRAM
  Finitiatives Learning India Pvt Ltd. (FLIP)
  Mar 2020
- NISM-SERIES-VII : SECURITIES OPERATIONS AND RISK MANAGEMENT CERTIFICATION EXAMINATION
  National Institute of Securities Markets (NISM)
  Jul 2020
  View certificate
- Introduction to Derivatives
  Corporate Finance Institute® (CFI)
  May 2020
  View certificate
- NISM VA - MUTUAL FUND DISTRIBUTORS CERTIFICATION EXAMINATION
  National Institute of Securities Markets (NISM)
  Jul 2020
  View certificate
- NISM -SERIES-VIII : EQUITY DERIVATIVES CERTIFICATION EXAMINATION
  National Institute of Securities Markets (NISM)
  Aug 2020
  View certificate
- IC 38 CORPORATE AGENT
  Insurance Institute of India
  Jun 2020
Volunteer Experience
- volunteer
  Issued by SDM Institute for Management Development
  Associated with Amitabh Pathak