Aman Pathak Email & Phone Number

Gurugram, HR, IN

Gurugram, Haryana, India

Gurugram, Haryana, India

• Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans.
• Conductung investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor.
• Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted.
• Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as, process expense management reports, prepare routine client.
• Assist advisors in increasing their social media presence (Facebook&Linkedin) with relevant and timely. Help clients in enrolling/ servicing on various Ameriprise tools.

Gurugram, Haryana, India

Gurugram, Haryana, India

Meerut, Uttar Pradesh, India

New Delhi, Delhi, India

Customer Acquisition for Pharmeasy.

Master Of Business Administration - Mba, Mba In Marketing, Finance & Energy, 8.35 Cpi

Activities and Societies: Training and Placement Cell Coordinator, Publicity & Promotion Coordinator, SPIC MACAY Coordinator

B.Com, International Business/Trade/Commerce

Activities and Societies: Event Head of Arts & Culture Society, Core Team of Leaders for Tomorrow

Class 5Th - 12Th, (Commerce), 92.2% In Xii, 8.6 Cgpa In X

Activities and Societies: Red House Captain of CHSTopper of the batch 2014-15

Master Of Business Administration - Mba, Finance And Marketing, 83.5%

Activities and Societies: Training and Placement Coordinator, SPIC MACAY Head Coordinator, Treasurer in College Events, Digital Marketing.