Kumar Gaurav

Equity Relationship Manager at ICICI Securities

Role
Equity Relationship Manager at ICICI Securities
Location
Lucknow, UP, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Equity Relationship Manager

    ICICI Securities

    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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Kumar Gaurav — Equity Relationship Manager at ICICI Securities in Lucknow, UP, IN | Unifers