Amit AUDICHYA - Certified Financial Planner (CFP) Distributors
Member since Apr 11, 2018
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About Me
More than 14 years’ experience in Wealth Management (Retail & Business Banking).
like HSBC ,AXIS, ICICI & Standard Chartered Finance Ltd.,
Take care for Personal Economy for Individual and Business requirement (Lending Solution & Financial Services)
>>>Managing the verity of Products as per the customer requirement like:
* Alternate Assets like: Structure Products, Private Equity, Real Estate Funds.
* Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund
* Life Insurance like: Term, Endowment, ULIP
* General Insurance lile: Motor, Travel, Health, Home, Business.
* Business Loans & Limits like: Home Loan, IPO Funding, Esop Funding, Gold loan
* Treasury, Retail Forex, Multi-currency Cards etc.
About Work Experience
Being into Retail Banking & Wealth Management with the major organizations like AXIS, HSBC, ICICI & Standard Chartered Finance Ltd., I have gathered potential knowledge to different areas in banking such as Customer Risk Tolerance, AML, Sanction, Team Management, Customer Relationship, Wealth Management, Customer & Country Risk profiling, Account services, Customer satisfaction & Marketing Management.
Maintain client base (high net-worth clients with more than INR 30, 00,000+ relationships with bank) and recommend various investments and estate plans.
Conducted periodic risk analysis and evaluation for Provision for Loan Loss (PLL).
? Managing the verity of Products as per the customer requirement like:
* Alternate Assets like: Structure Products, Private Equity, Real Estate Funds.
* Equity like: PMS, IPO, Pre-IPO, NFO, Mutual Fund
* Life Insurance like: Term, Endowment, ULIP
* General Insurance lile: Motor, Travel, Health, Home, Business.
* Business Loans & Limits like: Home Loan, IPO Funding, Esop Funding, Gold loan
* Treasury, Retail Forex, Multi-currency Cards etc.
Experience & Qualification
Qualification
MBA & M.Sc.
Experience as an Advisor
15 Years
Total work Experience
14 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Insurance Brokers
Certified Financial Planner (CFP)
Portfolio Management Schemes
IPOs, Bonds & NCDs
Insurance Surveyors & Valuers
Housing Loans
Loan Against Property
Consumer Finance
Technical & Research Analysis
Fixed Deposits
Affiliations
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Not Specified
Awards & Recognition
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2013 HSBC First Rank PWM Category WINNERS 2013
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2012 HSBC Get Set Score Awarded PWM Category
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2011 HSBC MID YEAR CONVENTION PWM Category
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2010 HSBC YEAR END CONVENTION PWM Category at SA
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2010 HSBC Shikhar Performance Par Excellence
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2009 HSBC Certificate of Achievement in Equity
Address
Amit
D22/23 Flat No G2, ABHINANDAN,
80 Feet Road, Mahesh Nagar,
Gandhi Nagar Jaipur,
Jaipur,
Rajasthan, 302015
LICENSE
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Mutual Fund -
ARN No.
E011791 - Validity -
20-07-2023
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