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Dynamic Wealth Management professional with a proven track record at ICICI Bank and ICICI Securities. Expert in optimizing client portfolios and increasing mutual fund AUM through personalized investment strategies. Strong communicator with exceptional client relationship management skills, dedicated to achieving financial goals and driving business growth.

Experienced Wealth Manager and Financial Advisor with over 10 years of progressive expertise in wealth management, client servicing, sales, and investment advisory. Proven success in managing HNI portfolios, driving revenue growth, and delivering strategic financial solutions. Excellent relationship management and business development skills with deep knowledge of PMS, AIF, Mutual Funds, Insurance, and Equity Markets.

Highly motivated Relationship Manager with over 8.5 years of experience in the Banking & Financial Services industry. Proven ability to manage client relationships, achieve project goals within scope and budget, and drive revenue growth. Possesses a strong track record in sales, new account development, customer retention, and strategic sales planning. Adept at leading teams and increasing sales figures through effective strategy.
Dealing With 12000 client data base to look over an Assests under management of 250 crore.

Spandan Das

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MBA - Finance

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XII - CBSE

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Wealth Management

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MBA - Finance

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XII - CBSE

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