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43 views3 pages

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Uploaded by

abhishek gour
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Abhishek Gour Date of birth – 16th Feb.

1995
[email protected] Work Experience – 3+ Years.

CAREER OBJECTIVE
Ambitious to build a career in the finance field with an organization where teamwork is
required and hard work is appreciated and to be in a position which is best suited to my
knowledge and skills.

EDUCATION
MBA Prestige Institute of Management & Research, Indore 2019
B. Com Barkatullah University, Bhopal 2015
XII Madhya Pradesh Board, Bhopal 2012
X Madhya Pradesh Board, Bhopal 2010

Annova Solutions, Outreach Consultant. Oct. 2021 - Presently


● Responsible for contacting and scheduling provider offices by using
various retrieval methods including mail, fax, electronic, and field.
● Communicates and coordinates with field retrieval technicians to ensure
Roles & medical record appointments are completed within a reasonable time
Responsibilities frame.
● Exchange’s assignment information with onshore and offshore team
members including India, and the U.S.
● Answer’s provider inquiries by clarifying desired information and
researching request updates.
● Supports inbound calls from provider offices, and medical records
technicians, which include but are not limited to preparing, sending and
receiving correspondence externally and internally.
● Accountable for following specific project protocols and maintaining high-
quality results by adhering to standards and guidelines.

ICICI Bank Ltd., Deputy Manager II September 2019 – Dec. 2021


● Served as an Investment Manager for approximately 13000 HNI/Wealth
segment customers of the Bank.
● Management of customer’s portfolio worth approximately Rs. 200Cr.
(CASA, FD).
Roles & ● Handling team of 15 Relationship Managers.
Responsibilities ● Maintaining the existing relationships with the customers of Corporate
Banking -Mortgage/Business Loans.
● Manage the complete life-cycle of the loan process, through credit
application till disbursement.
● Preparation of target achievement reports on the base allotted.
● Consulting clients on various investment plans.
● Maintenance of the data of clients and making team reports.
● Generating leads for third-party products and cross-selling.
● Providing timely information about upcoming schemes to clients.
● Work quickly to address and resolve customer issues.
● Acquisition of CASA & liabilities from market reference, cross-sell and
selling third-party products (Life and General Insurance, Mutual
Funds SIPs)
● Preparation of target achievement reports on the base allotted.
● Work quickly to report it to cluster managers on issues.
● Worked on various banking software such as sales CRM, FCRM, View,
Genesys, and Finacle.
● Closely worked with the internal team on the closure of FCRM service
Other requests within the TAT.
Responsibilities ● Worked on various products such as asset products the bank, General
Insurance, Life Insurance, Mutual Funds, Capital markets, and Stock
markets.
● Daily basis agenda setting for the Individual agent and helping them to
achieve.
● Used tools related to wealth products (such as funds and investments,
insurance and risk protection etc.
● Maintenance of daily and monthly basis MIS reports of the team.
● Consulting rm's on challenges facing various investment plans.
● Supervised the feedback and NPS score for every agent.
● Providing timely information about the upcoming schemes to RMs.

LEADERSHIP EXPERIENCE
● Member, Core Organizing Committee, Spandan - College Level
Position of Youth Festival held at PIMR, 2018
responsibilities ● Member, Organizing Committee, Manthan-College Level Youth Festival
held at PIMR,2018

● Insurance Development Authority of India. (IRDA) 2020


Certifications ● National Institute of Security Market, VA Mutual Fund (NISM) 2021
● National Institute of Security Market, Derivatives (NISM) 2022

● Advance Excel - Certified.


Computer Skills ● Microsoft Word
● PowerPoint

● Have been awarded best performer for Life Insurance in the second
quarter of 2021.
Achievements ● Have been awarded best performer for General Insurance in the First
quarter of 2021.
● Highest revenue generator on Home Loan in the last quarter of 2020.
● Investigate and explain P&L movements, a strong base in accounting
entries. (Balance sheet, Reconciliation, Depreciation, GAAP, IFRS, AIBS).
Key Skills ● Strong command of excel models (GAV, NAV, Financial Analysis,
Financial Ratio, CRM)
● Cross-selling, Project Management, Objection handling
● Team Handling
● Interior Sales, Onsite work, and Customer Relationship
Management.
● New Business Development, Team Leader,
Hobbies ● Watching Cricket and playing, swimming

Date: 16 July, 2023 Abhishek Gour


Place: Indore

E-mail: [email protected] | Phone: +91 9691417882

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