Amol Jaiswal
Wealth Manager at ICICI Bank
- Role
- Wealth Manager at ICICI Bank
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Amol Jaiswal
A well-presented, industrious and highly personable individual who has extensive in-depth experience of banking industry. Possessing range of abilities from providing support and leadership to junior staff right through to being able to successfully sell the money, credit and products of a bank. Also having a proven record of contributing to the profitability of employer by generating income and revenue growth. Now looking forward to a making a significant contribution to a financial institution that offers a genuine opportunity for progression.
Experience
Wealth Manager
Apr 2023 — Present · Pune, IN
Hands-on experience in matching the requirements of client towards suitable class of asset.• Accomplished month on month expectations for Investment, growth in terms of portfolio, Fixed deposit share and market wallet share.• Excellent in writing, listening and verbal communication internally and with clients to identify the exact requirement, risk and expected return.• Profiling of client based on age, investment horizon, goals offering best suited investment products like MF lump sum, SIP, PMS and AIF.• Responsible for meeting the client\'s expectations and rebalancing the portfolio from time to time.• Understanding and sale of all 360-banking product to managed client from 3 in 1, Credit card, Personal loans, Auto loan, Mortgage loan, Jewel Loan, Loan against shared/MF, Business/SMEG loan in OD/CC/Term Loan, also credit facility under CGTMSE scheme, Bank Guarantee, LC etc
Education
Institue of Finance Banking and Insura
PGDM, Branch Banking
2012 — 2012
SGGS Institute of Engineering & Technology, Nanded (MS)
B-TECH, Computer Science & Engineering
2005 — 2009
Skills
- Microsoft Office
- Requirements Analysis
- Business Analysis
- Banking
- Team Management
- Ipo
- Mis
- Investment Banking
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