Mukul Misra

About Mukul Misra

Vision, growth and expansion is the only objective. Have an experience of taking the business from 0-1,1-10 to growth & revenue phase. Expertise in hiring the right team and doing fast execution and solving problems. Currently working on to make something impactful.

Experience

1. Manager

   ICICI Bank

   Nov 2023 — Present · New Delhi, IN

   Responsible for acquiring new clients through networking, database, market intelligence or reference from existing clients and building depth within the existing relationships.Managing the portfolio of the clients for providing them with better investment solutions & services by evaluating their risk assessment and financial needs, to facilitate best possible returns.Involved in operations work, ensuring regulatory, compliance and legal rules are followed.Handling products like Mutual Funds, Insurance, Demat Account etc.Maintaining long-term relationships with existing/new clients for increasing the Asset Under Management (AUM) for the company.Regularly working on MIS to keep a track of sales figures using Advanced Microsoft Excel Functions (SUMIF, SUMIFS, AVG, COUNTIF, MATCH, INDEX, VLOOKUP, Pivot Table etc.).Performing daily End to End Cash Reconciliation activities that includes analysis and recording transactions.Adhering to all Reconciliation and Balancing procedures.Involved in processing customer deposits, withdrawals and payments.Managing TAT for all services & operational transactions.Authorization and Audit Checks for all the transactions held.

Education

• Galgotias University

  Bachelor of Science - BS, Hotel, Motel, and Restaurant Management