Dinesh Yadav

About Dinesh Yadav

I have a Bachelor\'s degree in Financial Markets from Thakur college of science and commerce, and I am currently working as an Assistant Manager at Bajaj Finserv, one of the leading non-banking financial companies in India. My core competencies include equity trading, financial markets, and derivatives trading. As an Assistant Manager, I am responsible for managing the profitability of the branch, ensuring high customer satisfaction, and handling overall branch operation, risk, and administration related activities. I have also worked as an Equity Dealer at HDFC securities and Asit C. Mehta Investment Interrmediates Ltd, where I gained valuable experience in executing trades, advising clients, and generating revenue. I am motivated by the challenge and opportunity of working in a dynamic and competitive industry, and I aim to leverage my skills and knowledge to contribute to the growth and success of the organization. I also value diversity and inclusion, and I believe that I can bring a unique perspective and experience to the team.

Experience

1. Private Banker

   ICICI Securities

   Sep 2024 — Present · Mumbai, IN

   As a dedicated private banker, I deal with providing bespoke financial solutions to high-net-worth individuals and families. I have expertise in alternative investment funds (AIFs), portfolio management services (PMS), mutual funds, and insurance products, which enables me to help customers pursue long-term financial objectives with tailored strategies.My passion is nurturing meaningful relationships with my clients, their specific needs and desires, as well as serving them with professionalism in growing and protecting their wealth. I offer a combination of financial acumen with exceptional service, creating long-term value and trust for the generations to come.Let\'s connect to discover opportunities for collaborating and creating more wealth!

Education

• Thakur college of science and commerce

  Bachelor's degree

  2010 — 2015