Deep Enrich
Vishant Kumar Singh
Wealth Manager
590 followers
Bareilly, Uttar Pradesh, India
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About me
Manager of Sales @ Invesco | Driving Mutual Fund Sales Growth
Education
Galgotias University
2016 - 2018Master of Business Administration - MBA BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES 1stActivities and Societies: Marketing Committee Head Full Time Dual Mba in Marketing and International Buisness.
Galgotias University
2013 - 2016Bachelor of Business Administration - BBA Finance, General 1st
Experience
Bajaj Capital Ltd
Oct 2018 - Jun 2020Wealth ManagerIn Bajaj Capital My responsibility was mainly to Onboard the HNI and UHNI client after doing the AML/KYC process and Provide them investment solutions such as Mutual Fund ,Pms ,AIF, Bonds , Insurance ,Corporate Fixed deposits,NCDs , Broking and Real estate.Also to maintain relationship with the investors.
Fisdom
Jun 2020 - Dec 2022In fisdom my role is to onboard Clients after completing the Kyc task for investments products such as mutual funds and broking.
Senior Wealth Manager
May 2022 - Dec 2022Area Manager
Jun 2020 - May 2022
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Invesco Asset Management (India) Private Limited
Dec 2022 - nowRelationship ManagerIn invesco my core responsibility is to handle Moradabad and bareilly location for mutual fund sales .Here i manage relationship with our various partners such as National distributors , Mutual fund distributors , banks and direct customers.
Licenses & Certifications
Series V- A
National Institute of Securities Markets
Certified investment banking operations professional
Imarticus LearningMay 2022
Blogging and Google Analytics
InternshalaNov 2022- View certificate
The Six Morning Habits of High Performers
LinkedInJan 2021
- View certificate
Google Analytics Individual Qualification
GoogleNov 2022 - View certificate
How to Train Your Brain for Maximum Growth
LinkedInFeb 2021 - View certificate
How to Work Smarter, Not Harder: Save Time and Money and Increase Productivity
LinkedInJan 2021
Languages
- enEnglish
- hiHindi
- puPunjabi
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