Akshay Mundada Email and Phone Number
Akshay is an experienced Wealth Relationship Manager with a demonstrated history of working in the banking industry for 5 years+. Currently he has been elevated to a Private Banking Group where he manages portfolio size of 150+ Crores. Akshay is skilled in, Investment Banking, Wealth Management, Negotiation, Sales, Communication, Presentation and is Strong Marketing professional with an MBA / PGPM focused in Marketing and Finance from ICFAI Business School, Pune.
Icici Bank
View- Website:
- icicibank.com
- Employees:
- 94588
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Relationship Manager - Private Banking GroupIcici Bank Jul 2024 - PresentHyderabad, Telangana, India
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Sr. Relationship Manager - Wealth Management GroupIcici Bank May 2019 - Jul 2024Hyderabad Area, India- HNI Client base management of Book worth 100Cr+- Setting up goals to achieve the targeted numbers- Financial Planning and Investment Advisory services to the clients as part of wealth creation.- Monitoring HNI clients requirements.- Showcase investment products as per the Client risk.- Portfolio review and taking necessary actions based on market conditions and growth opportunities. - Achievement of product-wise targets. - Resolution of queries for all managed clients within specified TAT. - Focus on business development across liabilities, assets to sustain and achieve growth in relationship value, revenues & improved client engagement.
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Management TraineeClindox Feb 2018 - May 2018Pune, Maharashtra, India- Market Research on e-CRF Software in India.- Promoting e-CRF software in India.- Developing Client base.- Acquisition of new clients.- Partnering with Various CROs in Hyderabad, Mumbai, Pune.- On boarding clients to E-CRF software who use Traditional methods. -
Executive TraineeMedinomics Healthcare Private Limited May 2014 - Feb 2017Hyderabad, Telangana, India- Market Research on Pharmaceutical Importers.- Creating potential client base.- Maintaining fruitful relationships with existing clients.- Generating hot leads.- Maintaining Order book and Invoices.- Coordinating with various departments of organization for particular inputs in Logistics, Sales and Marketing to gain extensive knowledge in each of the fields.
Akshay Mundada Skills
Akshay Mundada Education Details
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Marketing And Finance -
Marketing, Finance -
Commerce -
I-Class Cdr Jr CollegeCommerce -
Kenedy Vidya Bhavan High SchoolHigh School
Frequently Asked Questions about Akshay Mundada
What company does Akshay Mundada work for?
Akshay Mundada works for Icici Bank
What is Akshay Mundada's role at the current company?
Akshay Mundada's current role is Relationship Manager - Private Banking Group || ICICI Bank Ltd.
What schools did Akshay Mundada attend?
Akshay Mundada attended Icfai Business School Pune (Ibs Pune), The Icfai University, Dehradun, St.joseph's Degree & P.g College, I-Class Cdr Jr College, Kenedy Vidya Bhavan High School.
What skills is Akshay Mundada known for?
Akshay Mundada has skills like Leadership, Management, Microsoft Word, Project Management, Powerpoint, Business Development, Pharmaceutical Industry, Market Research, Research, Microsoft Excel, Public Speaking, Customer Service.
Who are Akshay Mundada's colleagues?
Akshay Mundada's colleagues are Rupa Yadav, Wasim Ansari, Nisha Kumari, Akhilesh Bharti, Ca Ankit Nevatiya, Balkrushna Sahu, Puja Goyal.
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Akshay Mundada
Bengaluru -
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