PRIYAM VERMA

Vice President- Wealth Management at Wealthy
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Contact Information
us****@****om
(386) 825-5501
Location
Noida, Uttar Pradesh, India, IN
Languages
  • English -
  • Hindi -
Skills

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Credentials

  • Ethical Decision Making for Investment Professionals
    CFA Institute
    Aug, 2015
    - Nov, 2024
  • Google Analytics Platform Principles
    Google
    Mar, 2014
    - Nov, 2024
  • Power Searching With Google
    Google

Experience

  • Wealthy
    • India
    • Financial Services
    • 100 - 200 Employee
    • Vice President- Wealth Management
      • Feb 2022 - Oct 2022

  • ICICI Bank
    • India
    • Banking
    • 700 & Above Employee
    • Wealth Manager
      • Jun 2019 - Aug 2020

      • Responsible for client management and acquisition with a key focus on expanding the Assets under Management • Advising customers to enrich the relationships and garner higher wallet share of the client • Identifying potential Ultra HNI customers who can be sold tailored products to enhance product penetration • Experience in selling wealth products like PMS, Mutual funds, Business Loans, Wealth Accounts NCDs, AIFs, Insurance. • Responsible for client management and acquisition with a key focus on expanding the Assets under Management • Advising customers to enrich the relationships and garner higher wallet share of the client • Identifying potential Ultra HNI customers who can be sold tailored products to enhance product penetration • Experience in selling wealth products like PMS, Mutual funds, Business Loans, Wealth Accounts NCDs, AIFs, Insurance.

  • Karvy Stock Broking
    • India
    • Financial Services
    • 700 & Above Employee
    • Manager
      • Nov 2018 - May 2019

      Responsible for Acquiring HNI and Ultra HNI clients. Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Responsible for Acquiring HNI and Ultra HNI clients. Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

  • ICICI Prudential Life Insurance Company Limited
    • India
    • Insurance
    • 700 & Above Employee
    • Sales Manager
      • May 2016 - Nov 2018

      Responsible for managing the ICICI Securities channel for generating new life insurance business. Responsible for managing the ICICI Securities channel for generating new life insurance business.

  • JaZaa Business Services
    • Business Consulting and Services
    • 1 - 100 Employee
    • Intern
      • Apr 2015 - May 2015

      Developed a business plan for Moreslides.com (a subsidiary of Jazaa Financial Advisory Pvt Ltd). Valued the business by forecasting the financial statements using the secondary data and assumptions based on the viability of the business. Created investor presentation including industry snapshot, competition, market potential, etc. Suggested strategies for future growth and acquire new clients. Developed a business plan for Moreslides.com (a subsidiary of Jazaa Financial Advisory Pvt Ltd). Valued the business by forecasting the financial statements using the secondary data and assumptions based on the viability of the business. Created investor presentation including industry snapshot, competition, market potential, etc. Suggested strategies for future growth and acquire new clients.

Education

  • International Management Institute - IMI
    Master of Business Administration (M.B.A.), Banking and Financial Services
    2014 - 2016
  • Chhatrapati Shahu Ji Maharaj University
    Bachelor of Business Administration (BBA), Business Administration and Management, General
    2011 - 2014
  • Dr V S E C A'puri, Kanpur
    2005 - 2011

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