Kumar Gaurav
Equity Relationship Manager at ICICI Securities
- Role
- Equity Relationship Manager at ICICI Securities
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
Experience
Equity Relationship Manager
Aug 2021 — Present
o Managing Clients including HNI clients and guiding them regarding modes of investments in equities and share marketso Performing cross- selling of Equity/ Shares/ Bonds/ Mutual fundso Providing financial solutions to the Priority clients while maintaining high service standardso Maintaining complete customer profile including the risk profile, demographics and assets in the banko Enriching relationships and garnered higher wallet share through customer engagement activitieso Identifying potential customers who can be sold tailored products to enhance product penetration & acquiring new customers by converting referral leadso Managed 200+ client accounts with 10 CR+ under managemento Sucessfully retained over 200+ inactive clients
Education
ITM Group of Institutions
MBA - Master of Business Administration, Marketing
2019 — 2021
Lucknow University, Lucknow
BCom - Bachelor of Commerce, Business/Commerce, General
2014 — 2017
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