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RAMSHAD V M

RAMSHAD V M

Financial Services Consultant

Followers of RAMSHAD V M1000 followers
location of RAMSHAD V MErnakulam, Kerala, India

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  • Timeline

  • About me

    Senior Manager at Equirus Wealth

  • Education

    • Al- Ameen College, Edathala North P.O. Alwaye - 683 564

      2008 - 2011
      Bachelor of Commerce - BCom Computer Appl 61 %

    • Adi Shankara Institute of Engineering and Technology, Kalady

      2012 - 2014
      Master of Business Administration (M.B.A.) Marketing

  • Experience

    • ICICI Prudential Life Insurance Company Limited

      Dec 2014 - Oct 2015
      Financial Services Consultant

      I was working with this organisation as Financial Service consultant in Proprietary Sales Force Channel. I got the leads from the company. What i wanted to do was go and meet the customer and up sell our new products. I have finished my yearly goal sheet within 8 months of time. I have won so many contests and get honored by Vice President and other senior executives from the company.

    • Tata AIA Life Insurance

      Oct 2015 - Sept 2017
      Assistant Manager

      I am working with Indusind bancassurance channel as assistant key accounts manager. My major focus are activation of employees in life insurance, take join customer calls with them, take care all the documentation procedures with accuracy and convert the calls in to new business conversion.

    • Bajaj Finserv

      Oct 2017 - Nov 2018
      Sales Manager

      I worked as a Sales Manager(Team Handling) at Cochin. It was very challenging as well as exciting journey their. Started with 6 team members that got increased consistently up to 12 team mates within a span of 1 Year.

    • LIC Mutual Fund

      Nov 2018 - Jul 2019
      Relationship Manager

      I worked as a Relationship Manager at LIC Mutual Fund in Cochin. I managed multiple distributors like private banks, Independent Financial Advisors and National Distributors etc. After 3 months later i got responsibility to handle Kottayam location as well.

    • Axis Mutual Fund

      Aug 2019 - May 2022
      Relationship Manager

      I worked as a Relationship Manager with Axis Asset Management Company Ltd since 2019 August 1 st. It's been a fantastic journey so far. Axis AMC has helped me to mold both as a professional as well as a good human being. I am handling wealth management counters like Waterfield Advisors, HDFC Private Banking, Standard Chartered Bank, Citibank, HSBC, Icici Securities Wealth, Axis Bank and other private banks.

    • WhiteOak Capital

      May 2022 - Jul 2023
      Manager

    • Equirus Wealth

      Jul 2023 - now
      Senior Manager

  • Licenses & Certifications

    • NISM Series V A Mutual Fund Distributors Certification

      National Institute of Securities Markets (NISM)
      Aug 2021

    • NISM Series XXI A Portfolio Management Services Certification Exam

      National Institute of Securities Markets (NISM)
      Mar 2023