Amir Shaikh
MBA in Finance || Nism VA , Nism VIII & Nism XXIA ( PMS) Certified || Mutual funds || PMS || AIF
- Role
- Relationship Executive at ICICI Prudential AMC Ltd
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Amir Shaikh
I have cleared NISM Series - Equity Derivatives And NISM Series V A: Mutual Fund…
Experience
Relationship Executive
May 2023 — Present · Mumbai, IN
Selling PMS & AIF to the clients particularly to HNIsPromoting all the product line of Mutual Fundselling Mutual Fund products to Retail/HNI ClientsGenerating fresh leads and acquire clients through reference to shore up the clienteleAchieving sales and revenue targets spread across product mixProfiling customers and providing Investment plan & financial advice to the client/HNI clientsEnsuring the highest levels of service to the client /HNI clientsExecuting monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls.
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