Relationship Manager @ (February 2014 - December 2015)
Preferred Relationship Manager @ (August 2011 - December 2013)
Sr.Relationship Manager @ (June 2010 - August 2011)
Sr.Unit Sales Manager @ (April 2008 - June 2010)
Sumit Bhansali Education
Dayananda Sagar College of Engineering, BANGALORE
Master of Business Administration - MBA (Finance, marketing)
2005-2007
Bangur Nagar Degree college
Bachelor of Commerce - BCom (Business/Commerce, General)
2002-2005
Sumit Bhansali Skills
Investment Advisory
Portfolio Management
Customer Acquisition
Customer Engagement
Wealth Management
Personal Financial Planning
Asset Management
Asset Allocation
Retail Banking
Process Management
Relationship Management
Proactive self-starter
IRDA Certified
AMFI Certified
Insurance
Business Loans
Mutual Funds
Private Equity
Structured Products
Equities
Debt
forex
General Insurance
Portfolio Performance Analysis
CRM
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Proactive Self Starter
Sumit Bhansali Summary
Sumit Bhansali, based in Bengaluru, KA, IN, is currently a Investment Specialist at ICICI Bank. Sumit Bhansali brings experience from previous roles at Standard Chartered Bank, YES BANK, HDFC Bank and ICICI Securities. Sumit Bhansali holds a 2005 - 2007 Master of Business Administration - MBA in Finance, marketing @ Dayananda Sagar College of Engineering, BANGALORE. With a robust skill set that includes Investment Advisory, Portfolio Management, Customer Acquisition, Customer Engagement, Wealth Management and more. Sumit Bhansali has 3 emails on RocketReach.
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