Adwaid R.
Chief Relationship Manager
- Role
- Chief Relationship Manager at ICICI Securities
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Adwaid R.
Hello, I\'m Adwaid Rajan, an MBA candidate specializing in Finance at CMS Business School, Jain University, Bangalore. With a strong foundation as a former Junior Research Analyst at Hedge Equities, I bring expertise in Financial Analysis, Equity Research, and Wealth Management Services. My journey began with earning the University 3rd Rank in BBA, reflecting my dedication to academic excellence. As a winner of business quiz competitions, I thrive on the thrill of strategic thinking and problem-solving, traits that have been integral to my growth. My professional aspirations are deeply rooted in the financial services sector, with a keen interest in Investment Management and Business Consultancy. I\'m driven by the belief that every action leaves a mark, a principle encapsulated in my personal motto:\'Give a sign to the world that, I have lived here.\'I\'m excited to connect with fellow professionals, industry experts, and like-minded individuals who share my passion for finance, investment, and making a meaningful impact. Let\'s connect and explore the possibilities of collaboration and growth
Experience
Chief Relationship Manager
Jan 2025 — Present
Managed acquisition, onboarding, and servicing of clients for Demat & Trading accounts• Achieved and consistently exceeded monthly revenue, activation, and productivity targets• Conducted basic portfolio reviews and supported clients with informed investment guidance• Coordinated with bank branches and internal operations teams for seamless account activation and fund transfers• Ensured KYC, FATCA, and regulatory compliance in line with company and SEBI guidelines• Built and maintained strong long-term client relationships, contributing to improved client retention and growth in AUM• Maintained accurate MIS reports and sales tracking for performance monitoring
Education
Jain (Deemed-to-be University)
Master of Business Administration - MBA, Finance, General
Jain (Deemed-to-be University)
Bachelor of Business Administration - BBA Aviation, Business Administration and Management in Aviation
2019 — 2022
Jain (Deemed-to-be University)
Certified Program In General Management (CPGM), Entrepreneurial and Small Business Operations
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