Rohit Kishore

Relationship Manager (Investment Advisory & Portfolio Solutions)at ICICI Prudential AMC | Ex- Banker (ICICI BANK & IDFC FIRST BANK) | Portfolio Optimization & Wealth Strategy for HNI Clients | NISM & IRDAI Certified

Role
Relationship Manager Investment Advisory & Portfolio Solutions at ICICI Prudential AMC Ltd
Location
Patna, BR, IN
LinkedIn followers
500 followers

About Rohit Kishore

Most investors find the market’s noise deafening. My job is to provide the signal.With a career built at the intersection of retail banking and asset management—including stints at ICICI Bank and IDFC FIRST Bank—I’ve spent years helping High-Net-Worth Individuals (HNIs) navigate the complexities of wealth creation.Currently, at ICICI Prudential AMC, I focus on:* Portfolio Optimization: Aligning risk appetite with high-yield opportunities.* Strategic Asset Allocation: Moving beyond \"savings\" to true wealth compounding.* Client Advocacy: Building trust through transparency and data-backed advisory.I believe that financial freedom isn\'t about the numbers—it\'s about the security and legacy those numbers provide.Core Competencies: Wealth Management | Portfolio Analysis | Mutual Funds | Insurance Planning | Relationship Management. Let’s connect to discuss market trends or portfolio health

Experience

  1. Relationship Manager Investment Advisory & Portfolio Solutions

    ICICI Prudential AMC Ltd

    Dec 2025 — Present

    As an Relationship Manager (Investment Advisory & Portfolio Solutions) with ICICI Prudential AMC, I partner with discerning investors to design structured, goal-aligned investment strategies rooted in disciplined asset allocation and long-term wealth creation.My role extends beyond product facilitation — it centers on strategic capital guidance, behavioral coaching during market cycles, and portfolio alignment with evolving financial priorities.Key areas of focus:• Curating customized investment frameworks based on risk profiling and time horizon• Driving SIP-led systematic wealth creation strategies• Aligning portfolios through dynamic asset allocation across equity, hybrid, and debt solutions• Facilitating periodic portfolio reviews with a long-term performance lens• Promoting informed investing through structured investor awareness interactions• Upholding the highest standards of governance, suitability, and regulatory complianceI believe sustainable wealth is built through discipline, patience, and strategic allocation — not market timing. My approach emphasizes clarity, consistency, and conviction.Committed to delivering thoughtful investment solutions and fostering enduring client relationships built on trust and performance alignment.

Education

  • Langat Singh (L.S.) College, Muzaffarpur

    Graduate, Library and Information Science

    2015

  • Langat Singh (L.S.) College, Muzaffarpur

    Bachlor in library and information science, Computer and Information Sciences and Support Services

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Rohit Kishore — Relationship Manager Investment Advisory & Portfolio Solutions at ICICI Prudential AMC Ltd in Patna, BR, IN | Unifers