DS
Deepansh Sharma
ID: CCE354153
Deepansh Sharma
ID: CCE354153
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DS
Deepansh Sharma
ID: CCE354153

About Deepansh Sharma
With expertise in banking and finance, I specialize as a Relationship Manager delivering exceptional customer service and tailored financial solutions. Proficient in sales of life insurance and mutual funds, I hold certifications from IRDA and NISM-V(a), ensuring compliance and informed advisory. Committed to building long-term client relationships, I focus on understanding individual financial needs and providing strategic guidance to help clients achieve their goals confidently and securely.
Employment History
2023
Assistant manager
15th Jun 2023 to Present
See MoreSalary Package
Salary Hidden
Roles & Responsibility
Hdfc bank, handling, portfolio, customer service, fullfill demand, suggest banking solution, loans, life and genral insurance, demat, mutual fund
Skills
- Customer Acquisition
- Key Client Relationships
- Life Insurance
- Market Analysis
- Mutual Funds
- Portfolio Management
- Sales
- Tax Planning Strategies
Education
2023
Mba in finance and marketing
(Highest)Chandigarh University
1st Jun 2021 to 14th Jun 2023
Expertise
Portfolio Management
5/5
Life Insurance
5/5
Mutual Funds
5/5
Tax Planning
5/5
Personal Loans
5/5
Sales
5/5
Lingo
English
Verbal
5/5
Written
5/5
Hindi
Verbal
5/5
Written
5/5
