Deep Rakesh Gandhi
About Me
I am a professional banker with over 34 months of work experience in the investment banking industry. My unique professional experience stems from providing excellent wealth management services and investment advisory. I have done graduation in commerce with expertise in the field finance and taxation and do aspire to make career in the field of wealth management services. I do hold interest in badminton, cricket, reading, creating educational content and digital art designing.
Education
Mithibai College 2019
Bachelors of Commerce
B.Com specialization in Finance and Taxation
Work & Experience
ICICI Bank Ltd. 07/15/2019 - 11/22/2021
Deputy Manager II
I was appointed as Deputy Manager II in the Wealth Management Department of ICICI Bank Ltd. My role was to monitor and respond to the banking and investment needs of HNI clients. This position required effective and efficient sourcing and processing of investment products based on clients' risk profiles and future goals. Similarly, asset product sourcing and maintenance. The position was in charge of ensuring that all banking and financial needs of the client were met on time, which resulted in a growth in the client portfolio and relationship with the bank. In addition to HNI, this role was in charge of engaging with corporate institutions and providing them with necessary banking and financial assistance.
Sharekhan Ltd. by BNP Paribas 02/21/2022 - 06/17/2022
Senior Investment Specialist
I was appointed as Senior Investment Specialist in the Investment Specialist Department of Sharekhan Limited by BNP Paribas. My role was to design the portfolios of Ultra HNI Clients and provide with portfolio Management Services. I was also responsible to look after the relationship managers of specific branches of Sharekhan and help them to design portfolios of Ultra HNI Clients and close the deals.
