Ashim Das
Business Development & Equity Advisory | Wealth & Portfolio Management | Driving Client Growth & Revenue | Fin Tech & Generative AI Enthusiast | Open to Global Remote Roles
- Role
- Equity Specialist at ICICI Securities
- Location
- Guwahati, AS, IN
- LinkedIn followers
- 500 followers
About Ashim Das
Dynamic financial services professional with 15+ years of cross-industry experience spanning equity advisory, wealth management, business development, and client relationship management. Proven ability to grow portfolios, acquire and retain clients, and deliver measurable revenue impact across leading firms such as HDFC Securities, IIFL Wealth, and SBI Securities.Expert in PMS, AIF, mutual funds, bonds, unlisted shares, commodities, and insurance solutions, with a strong foundation in business development and customer success. Adept at building long-term client trust by blending financial expertise with personalized advisory.Earlier career experience in international business development, IT services, and customer support (US, Canada & UK markets) sharpened my skills in consultative sales, cross-border relationship management, and client engagement. This diverse background enables me to bring a global perspective and adaptability to financial services.Passionate about exploring the role of Fin Tech, digital transformation, and Generative AI in enhancing financial products, advisory, and client experience. Equity & Wealth Management (HNI & Retail) Business Development & Revenue Growth Client Acquisition & Retention Cross-Selling & Portfolio Diversification International Business Development (US/Canada/UK) Fin Tech & Generative AI in Financial ServicesCurrently open to remote and global opportunities in Wealth Management, Equity Advisory, Business Development, Client Relationship Management, and Customer Success roles.
Experience
Equity Specialist
Jul 2025 — Present · IN
Education
Army Public School (APS)
12th standard, Business/Commerce, General
Pune University
Bachelor of Business Administration - BBA, Business Administration and Management, General
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