Sandeep Yadav
MBA from Sage University Bhopal
- Role
- Equity Relationship Manager at ICICI Securities
- Location
- Bhopal, MP, IN
- LinkedIn followers
- 500 followers
About Sandeep Yadav
Equity Relationship Manager | ICICI Securities Delivering Investment Solutions |…
Experience
Equity Relationship Manager
Jan 2025 — Present · Ahmedabad, IN
As an Equity Relationship Manager, I specialize in managing and growing client investment portfolios with a focus on equity and mutual fund products. My role involves building strong client relationships, understanding financial goals, and delivering personalized investment strategies.Key Responsibilities:Advising HNI and retail clients on equity, mutual funds, IPOs, and other investment productsConducting regular portfolio reviews and recommending asset allocation strategiesManaging client acquisition and retention through relationship-building and trustStaying updated with market trends to provide timely investment insightsCollaborating with research and product teams to deliver customized solutionsWith a strong understanding of financial markets and client servicing, I aim to help clients make informed decisions and achieve long-term wealth creation.
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