Karishma Sheth

Relationship Manager @Icici Prudential Mutual Fund

Mumbai, IN

Playing a key role in ICICI Bank Retail channel by acting as a link between ICICI Bank and ICICI Prudential Asset Management by maintaining relationship with ICICI Bank Staff and Managers and Coordinating with the branch staff to handle Walk-in Customers w.r.t. ICICI Prudential Asset Management Service Requests and investment needs.Generating Business by Cross Selling Investment Solutions to HNI, NRI, Corporate and Retail clients and tracking performances to ensure that the branch gets revenue for the same.Handling all Mutual Fund business through ICICI Bank Branches and acting as a support structure to the Branch Manager to help achieve Mutual Funds/ Revenue targets and ensuring profitability of the branch.Achieving Branch Mutual Funds targets through privilege and value bankers by utilising the banks \"customer relationship model\" and also assisting the branch staff in handling service requests.Raised a promotion in start of 2016 with garnering an AUM of 45 crores in the last financial year thereby hitting revenue targets of 64 lakhs to the Bank yearly.

University of Mumbai

Master's Degree, Business Management into Commerce (MCOM)

SIES College of Commerce and Economics

Bachelor in financial markets, Knowledge in subjects like financial services,corporate governance,forex markets,risk management-

Auxilium Convent High School

S.S.C

SIES College of Commerce and Economics

H.S.C, Commerce