Shashank Kulkarni
Private Wealth @ICICI Securities | Summers - JioBP | Welingkar | NISM Certified |
- Role
- Private Banker - Private Wealth Management at ICICI Securities
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Shashank Kulkarni
Currently working in Private Wealth Management at ICICI Direct, my role involves understanding financial needs and offering tailored investment solutions that align with client goals. With a PGDM from Welingkar Institute of Management and a BBA in Marketing, I bring a strong foundation in business and client engagement. My prior internship at Jio-bp gave me hands-on exposure to retail operations and market insights, which now support my client-centric approach in the wealth management space.
Experience
Private Banker - Private Wealth Management
Dec 2025 — Present · Lucknow, IN
Onboarded individual, trust, and corporate clients for ICICI Direct 3-in-1 accounts, managing end-to-end acquisition and documentation.• Delivered investment advisory across Equities, Mutual Funds, ETFs, and Asset Allocation aligned to client risk profiles and financial objectives; facilitated ₹30 lakh+ in mutual fund asset transfers from competing brokers.• Managed a portfolio of 110 clients, conducting periodic portfolio reviews and resolving investment-related queries across assigned and wider client segments.
Education
JAI HIND ET'S ZULAL BHILAJIRAO PATIL COLLEGE, DHULE.
HSC , Commerce
Welingkar Institute of Management
PGDM , Business Administration and Management, General
Chavara High School, Dhule
SSC
Modern Education Society's Ness Wadia College of Commerce, Pune
Bachelor of Business Administration - BBA, Marketing
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