Khubaib Nusrat

Operations Associate

New Delhi, Delhi, India3 yrs 10 mos experience

Key Highlights

Two years of experience in the broking industry.
Expert in mutual funds and retail sales.
Strong portfolio management and client relationship skills.

Stackforce AI infers this person is a Financial Services professional with expertise in B2B sales and portfolio management.

Contact

Skills

Core Skills

Business DevelopmentFinancial ServicesFinancial AdvisoryClient Management

Other Skills

Business AdministrationFinancial ModelingMicrosoft ExcelMicrosoft OfficeNISM SERIES 8Performance Analysisbusiness generationcustomer relationship managementmutual fundsportfolio managementretail sales

About

Dedicated individual with 2 years of experience in broking industry. Worked in ICICI Amc in retail sales into B2B My role there is to meet branch manager of mapped bank branch and bring business from them in mutual fund Currently working with prudent corporate services into B2B Segment as a deputy manager

Experience

3 yrs 10 mos

Total Experience

1 yr 6 mos

Average Tenure

8 mos

Current Experience

Prudent corporate advisory services ltd.

Deputy Manager

Aug 2025 – Present · 8 mos · New Delhi, Delhi, India · On-site

Icici prudential amc ltd

Relationship Manager

Jun 2024 – Jul 2025 · 1 yr 1 mo · On-site

Handling 4 crucial icici bank branches for retail sales in gurgaon
Having knowledge of mutual funds, Alternates
Generating business through Sip / Lumsum / Alternates

mutual fundsretail salesbusiness generationBusiness DevelopmentFinancial Services

Axis securities limited

Senior Executive

May 2022 – Jun 2024 · 2 yrs 1 mo · Delhi, India · On-site

I am responsible for helping clients in building thier Portfoilo
Maintain a good customer relationship
Helping the HNI's in diversification of thier portfolios with proper support & diversifing thier portfolio as well as maximizing thier returns

portfolio managementcustomer relationship managementFinancial AdvisoryClient Management