ICICI SECURITIES

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India


Mumbai, Maharashtra, India


Master of Business Administration - MBA, Financial administration
Institute of Management Studies (IMS), Devi Ahilya Vishwavidyalaya (DAVV)

Master of Business Administration, Financial Administration
Devi Ahilya Vishwavidyalaya
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Sure, here's a LinkedIn profile summary based on your career progression: --- Experienced financial professional with a demonstrated history of success in the securities industry. Formerly served as a Channel Manager at ICICI Securities, where I developed and managed key client relationships and drove business growth. Currently, I am an Executive at ICICI Securities PWM, focusing on delivering personalized wealth management solutions to high-net-worth individuals. Skilled in portfolio management, financial planning, and client advisory, I am dedicated to helping clients achieve their financial goals through tailored strategies and comprehensive support.
Mumbai Metropolitan Region
Deputy Manager at Icici securities, Apr 2026 - Present · 4 mos, Mumbai, Maharashtra, India, Detail-oriented Banking Operations professional with over 2 years of experience in Corporate Client Onboarding and KYC Compliance at ICICI Securities. Hands-on experience in performing Customer Due Diligence (CDD), KYC verification, AML documentation review, and regulatory onboarding for corporate clients in line with internal compliance frameworks. Proven ability to manage high-volume onboarding processes, ensure data accuracy, mitigate compliance risk, and maintain audit-ready documentation. Skilled in regulatory documentation analysis, client risk assessment, process improvement, and data management to support operational efficiency and risk control objectives.
Assistant Manager at Icici securities private wealth management, Jul 2024 - Present · 2 yrs 1 mo, Mumbai, Maharashtra, India
Assistant Client Manager at ICICI SECURITIES LIMITED, Mar 2024 - Present · 2 yrs 5 mos, Successfully onboard 500 + corporate clients by completing end-to-end KYC, due diligence and documentation as per regulatory norms. Managed end-to-end onboarding of Corporate clients, ensuring compliance with SEBI and company guidelines. Facilitated smooth onboarding for corporate clients, ensuring seamless integration into organization. Leveraged comprehensive understanding of different type of company documents to provide effective support. Conducted KYC verification, PAN validation, and AML checks for accurate and timely client activation. Coordinated with compliance and operations teams to resolve discrepancies and improve turnaround time. Maintained accurate client data across internal systems with strict adherence to audit and reporting timelines.
Channel Manager at ICICI Securities Limited. Mumbai, Mar 2024 - Jul 2024 · 5 mos, Mumbai, Maharashtra, India
Intern at SOMANDRA SHARMA & COMPANY (RPC Indore - External Vendor Of HDFC Bank), Mar 2023 - Aug 2023 · 6 mos, Assessment of the creditworthiness of individuals or businesses applying for loans. Assessment of various credit products for taking loan. Worked on LOS and LS Software. Loan Processing Procedure.
Master of Business Administration - MBA, Financial administration, Institute of Management Studies (IMS), Devi Ahilya Vishwavidyalaya (DAVV)
Master of Business Administration, Financial Administration, Devi Ahilya Vishwavidyalaya