Harshit Agarwal
Relationship Manager | ICICI Prudential AMC | Client-Centric Financial Advisor
New Delhi
3+ years of work experience
Jul 20242 yrsPresent
New Delhi, Delhi, India
Building and maintaining strong relationships with clients, distributors and partners. My role involves driving sales, providing excellent customer service and ensuring client's investment needs are met effectively.
Apr 20231 yr 4 mosJul 2024
Noida, Uttar Pradesh, India
Sustaining relationship with clients.
Advising the new customers based on their preferences.
Negotiation with customers over the price of the project.
Managing the relationship with different channel partners.
Jun 20223 mosAug 2022
Online
working as a wealthpreneur, where we learn lots of thing related to manging the wealth like health insurance, life insurance, equity and mutual funds etc.
Education
POST GRADUATE DIPLOMA IN MANAGEMENT, Finance and Marketing
Institute of Management Studies (IMS) Ghaziabad - Business School
20212 yrs2023
Bachelor of Business Administration - BBA, General Studies
LOTUS INSTITUTE OF MANAGEMENT , BAREILLY
20183 yrs2021
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