Rajneesh Upadhyay
Senior Relationship Manager at ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED- Claim this Profile
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Bio
Experience
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ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
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India
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Financial Services
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1 - 100 Employee
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Senior Relationship Manager
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Sep 2023 - Present
Working with ICICI Prudential Asset Management Company as Senior Relationship Manager for mutual fund distribution. This job role involves managing the mutual fund portfolio of 250 HNI Clients spread across a combination of equity, debt and hybrid market funds. #financial_advisory #tax_advisory #investement_specialist #market_insights Working with ICICI Prudential Asset Management Company as Senior Relationship Manager for mutual fund distribution. This job role involves managing the mutual fund portfolio of 250 HNI Clients spread across a combination of equity, debt and hybrid market funds. #financial_advisory #tax_advisory #investement_specialist #market_insights
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HDFC Bank
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India
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Banking
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700 & Above Employee
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Current Account Relationship Manager
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Apr 2022 - Aug 2023
Working with HDFC Bank as Current Account Relationship Manager. Managing a portfolio or 150 Current Account groups. The key job role is to serve a current account base of 150 Current Account customers. Managing their day to day banking and providing solutions to various business needs like family savings banking, business current accounts, Fixed Deposits. Cross selling different business asset needs like working capital, business loan, home loan, Loan against property, car loan, loan against shares etc Also selling other fee income products like Life Insurance, General Insurance, Health Insurance and other forex transactions as well. Show less
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ICICI Bank
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India
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Banking
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700 & Above Employee
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Privilege Banker
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Jul 2019 - Apr 2022
Working with ICICI Bank as Privilege Banker- Current Account, which includes managing a base of Current Account customers. Cross selling and up selling various banking products into three major segments like Liabilities, Asset and Fee. Working with ICICI Bank as Privilege Banker- Current Account, which includes managing a base of Current Account customers. Cross selling and up selling various banking products into three major segments like Liabilities, Asset and Fee.
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Education
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Manipal Academy of Higher Education
Master of Business Administration - MBA, Banking and Financial Support Services -
Atma Ram Sanatan Dharam College
Bachelor of Science - BS, Computer Science