Abhishek Sharma

Operations Associate

Pune, Maharashtra, India7 yrs 10 mos experience
Most Likely To Switch

Key Highlights

  • 7+ years of experience in wealth management.
  • Expert in handling HNI and UHNI clients.
  • Strong background in investment portfolio creation.
Stackforce AI infers this person is a Wealth Management Professional with expertise in client relations and financial planning.

Contact

abhisheksharma54@ymail.comLinkedIn

Skills

Other Skills

Business DevelopmentClient RelationsCommunicationEnglishEvent PlanningFinancial PlanningLeadershipLean Six SigmaManagementMarket ResearchMarketingMicrosoft OfficeNegotiationPublic SpeakingSocial Media

About

7+years of experience in handling HNI and UHNI as Relationship Manager for investment and goal based portfolio creation

Experience

Axis bank

Manager

Aug 2023 – Present · 2 yrs 7 mos · Pune, Maharashtra, India · On-site

Edelweiss wealth management

Relationship Manager

Jul 2022 – May 2023 · 10 mos · Pune, Maharashtra, India · On-site

Max life insurance company limited

Affluent Relationship Manager

Aug 2020 – Jul 2022 · 1 yr 11 mos · Pune, Maharashtra, India

  • worked with Burgundy and NRI RMs in Axis bank for Insurance and investment of HNI customers.

Icici prudential life insurance company limited

Associate Key Relationship Manager

Jun 2018 – Jul 2020 · 2 yrs 1 mo · Pune Area, India

  • worked as Associate Key Relationship Manager. Handled ICICI BANK Wealth Management Segment for Insurance and investment domain.

Finolex industries ltd

Sales Trainee

May 2017 – Jul 2017 · 2 mos · Pune/Pimpri-Chinchwad Area

Sandvik

Intern Student

Aug 2015 – Jan 2016 · 5 mos · Pune, Maharashtra, India

  • Done engineering project in Sandvik Asia Pvt ltd with the title DESIGN AND MANUFACTURING OF FIXTURE and TOOL SHANK.

Education

Sinhgad College of Engineering

Master of Business Administration - MBA — Marketing

Jan 2016 – Jan 2018

Imperial College of Engineering and Research, Nagar Road, Wagholi, Pune 412 207.

Bachelor of Engineering (B.E.) — Mechanical Engineering

Jan 2012 – Jan 2016

Shaheed captain D.K khola public school

senior secondary — Science

Jan 2008 – Jan 2012

Bhartiya uchcha vidyalay nangal mundi rewari

Matriculation

Jan 2002 – Jan 2008

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