Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Abhishek Thakur

Dubai,DU

Summary

Motivated [Job Title] with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.

Overview

15
15
years of professional experience

Work History

Wealth Manager

Seguro Commercial Brokers LLC
01.2025 - Current
  • Collaborated with clients to develop customized investment portfolios.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Educated clients on financial topics and best practices.
  • Researched and evaluated potential investment products for clients.
  • Presented financial plans and investment recommendations to clients.
  • Exceed Wealth and Investment targets by acquiring new clients through cross sell and Up sell Global Mutual Funds, S&p 500, Structure products , Insurance.

Burgundy Unit Manager

Axis Bank
09.2017 - 01.2025
  • Reviewed Portfolio, Conduct Analysis and Present Wealth Plans on action on daily Basis.
  • Increasing per product penetration for all clients.
  • Part of product team for channel profitability.
  • Manage, Motivate and Train to team members.
  • Meeting client & creating awareness about market, products & services.
  • Direct Acquisition of Clients by team for Equity, Currency, MF, Corporate Accounts. Selling third party cross sell products PMS(Motilal, ASK, Inam), GI (Tata, Aditya Birla), LI.
  • Taken two promotions from Manager to Assistant Vice president with 5 times highest rating in Axis Bank


  • Qualified for MDRT Dubai in August 2023.
  • Received certificate of appreciation by product head Mr Shailesh Upadhyay R&R held in Udaipur in 2023.
  • Received certificate of appreciation by Group Executive Ravi Narayan in Mdrt Chennai in 2022.
  • Qualified for Andaman Adventures in January 2022.
  • Qualified for CFO Challenge for LI & GI in JFM 2021.
  • Qualified for Champions Club contest for Life Insurance in JFM 2020.
  • Qualified for Sea fearer contest for Life Insurance in December 2019.
  • Rewarded for highest NOA contribution in one month by centre head financial year 2018-19.
  • Rewarded for certificate of appreciation for highest contribution for Axis Alpha global fund NFO 54 lacs.
  • Received certificate of appreciation by National Head Mr Kapil Gupta R&R held in Udaipur in financial year 2018-2019.
  • Qualified for R&R held in Goa for achieving highest mutual fund value 70lac in one month.
  • Average scored 9 out 10 in customer feedback sent by centralized team.

Financial Partner

Yes Bank Ltd.
05.2016 - 09.2017
  • Awarded with certificate for appreciation with rank 3 pan India by National head Mr Akshay Sapru for credit card business.

Assistant Manager

Karvy Stock Broking Ltd
04.2013 - 03.2014
  • Awarded by Zonal Head for Top Performance in selling Prepaid in Mumbai West for continuous two Quarters.
  • Generated repeat business through exceptional customer service.

Associate Wealth Manager

ICICI Securities Ltd
12.2010 - 03.2013
  • Joined as Management Trainee and taken three Continues Promotions to Chief Relationship Manager.
  • Awarded in Life Insurance contest 'Pride of the Region' by Top Management.
  • Awarded in Life Insurance contest 'Prestige' by Top Management.
  • Awarded for outstanding performance by ICICI-Direct Center of Financial learning in contest 'Post Diwali Dhamaka'.
  • Awarded by ICICI-Direct Center for financial Learning in Contest 'Financial Freedom'.

Education

MBA - Marketing

IBMR
Pune
04-2011

B.E - Biotechnology

Seedling Academy
Mumbai
04-2006

Intermediate -

BLB Inter College
Pali Mukimpur
04-2001

High School -

B. L Jain
Aligarh
04-1999

Skills

  • Client education
  • Financial planning
  • Portfolio management
  • Casio FC -200 V calculator

Languages

English
Hindi

Timeline

Wealth Manager

Seguro Commercial Brokers LLC
01.2025 - Current

Burgundy Unit Manager

Axis Bank
09.2017 - 01.2025

Financial Partner

Yes Bank Ltd.
05.2016 - 09.2017

Assistant Manager

Karvy Stock Broking Ltd
04.2013 - 03.2014

Associate Wealth Manager

ICICI Securities Ltd
12.2010 - 03.2013

MBA - Marketing

IBMR

B.E - Biotechnology

Seedling Academy

Intermediate -

BLB Inter College

High School -

B. L Jain

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Abhishek Thakur