Priyam Verma

Priyam Verma Email and Phone Number

Banking | Fintech | Investments
Priyam Verma's Location
Noida, Uttar Pradesh, India, India
Priyam Verma's Contact Details

Priyam Verma personal email

Priyam Verma phone numbers

About Priyam Verma

Seeking creative tasks with an opportunity for professional growth.

Priyam Verma's Current Company Details

Banking | Fintech | Investments
Priyam Verma Work Experience Details
  • Wealthy
    Vice President- Wealth Management
    Wealthy Feb 2022 - Oct 2022
    Delhi, India
    View
  • Icici Bank
    Wealth Manager
    Icici Bank Jun 2019 - Aug 2020
    Kanpur Area, India
    • Responsible for client management and acquisition with a key focus on expanding the Assets under Management• Advising customers to enrich the relationships and garner higher wallet share of the client• Identifying potential Ultra HNI customers who can be sold tailored products to enhance product penetration• Experience in selling wealth products like PMS, Mutual funds, Business Loans, Wealth Accounts NCDs, AIFs, Insurance.
    View
  • Karvy Stock Broking
    Manager
    Karvy Stock Broking Nov 2018 - May 2019
    Lucknow Area, India
    Responsible for Acquiring HNI and Ultra HNI clients.Advising HNI & Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
    View
  • Icici Prudential Life Insurance Company Limited
    Sales Manager
    Icici Prudential Life Insurance Company Limited May 2016 - Nov 2018
    Lucknow Area, India
    Responsible for managing the ICICI Securities channel for generating new life insurance business.
    View
  • Jazaa Financial Advisory Pvt. Ltd.
    Intern
    Jazaa Financial Advisory Pvt. Ltd. Apr 2015 - May 2015
    New Delhi, India
    Developed a business plan for Moreslides.com (a subsidiary of Jazaa Financial Advisory Pvt Ltd). Valued the business by forecasting the financial statements using the secondary data and assumptions based on the viability of the business.Created investor presentation including industry snapshot, competition, market potential, etc.Suggested strategies for future growth and acquire new clients.
    View

Priyam Verma Skills

Leadership Teamwork Risk Management Equity Research Corporate Finance Credit Management Financial Modeling Treasury Management Microsoft Office Financial Analysis Mergers And Acquisitions Banking Business Analysis Commercial Banking Team Leadership Business Strategy Microsoft Word Consulting Project Planning Integrity Team Management Computer Proficiency Finance Strategy Insurance Law Time Management Business Planning Social Networking Team Building Spss Operations Management Wealth Management Management Consulting Data Analysis Management Microfinance Capital Markets International Finance Consultative Approach Basel Iii Portfolio Management Market Research Communication Skills Credit Analysis Trade Finance Microsoft Excel

Priyam Verma Education Details

Frequently Asked Questions about Priyam Verma

What is Priyam Verma's role at the current company?

Priyam Verma's current role is Banking | Fintech | Investments.

What is Priyam Verma's email address?

Priyam Verma's email address is pr****@****ife.com

What is Priyam Verma's direct phone number?

Priyam Verma's direct phone number is +9191617*****

What schools did Priyam Verma attend?

Priyam Verma attended International Management Institute - Imi, Chhatrapati Shahu Ji Maharaj University, Dr V S E C A'puri, Kanpur.

What are some of Priyam Verma's interests?

Priyam Verma has interest in Equity Research, Investing, Economic Empowerment, Environment, Education, New Technologies, Disaster And Humanitarian Relief, Health.

What skills is Priyam Verma known for?

Priyam Verma has skills like Leadership, Teamwork, Risk Management, Equity Research, Corporate Finance, Credit Management, Financial Modeling, Treasury Management, Microsoft Office, Financial Analysis, Mergers And Acquisitions, Banking.

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