Kishan Dwivedi
MBA - Finance | B.Com | NISM Certified Series - VIII - Equity Derivatives | F&O, Stocks and Mutual Funds Investor | Financial Advisor |
- Role
- Assistant Manager - Sales at Axis Bank
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Kishan Dwivedi
Hello! I\'m Kishan Dwivedi, an MBA graduate from Babu Banarasi Das University, Lucknow, with a strong foundation in finance and a Bachelor’s degree in Commerce from Siddharth University.**Professional Experience:**As a Financial Advisor at Aditya Birla Capital, I developed expertise in customer relationship management, financial analysis, account management, and negotiation. I handled investments, insurances, stocks/trading, mutual funds, and fixed deposits.**Research and Projects:**I led a research project on \"Investment Opportunities in Aditya Birla Capital,\" focusing on customer satisfaction, financial literacy, and investment patterns.
Experience
Assistant Manager - Sales
Oct 2025 — Present · Lucknow, IN
Handling customer relationships and providing financial solutions including savings accounts, current accounts, loans, credit cards, and investment products.Driving business growth through customer acquisition, cross-selling, and upselling of banking and financial products.Supporting branch sales targets by identifying customer needs and offering suitable banking solutions.Ensuring high standards of customer service and timely resolution of queries and complaints.Coordinating with internal teams to ensure smooth execution of banking processes and service delivery.Monitoring KYC, AML, and documentation processes to maintain regulatory compliance.Assisting in portfolio management and maintaining strong relationships with existing clients.
Education
Kendriya vidyalaya
High School & Intermediate Level
BBD University
Master of Business Administration - MBA
2022 — 2024
Siddharth University
Bachelor of Commerce - BCom
2019 — 2022
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