Akash kumar Kumar
Motivated financial professional with experience in banking and stock broking
Talent
MumbaiMember since May 31, 2026
Financial Product Cross-SellingRelationship ManagementKYC & Documentation ComplianceEquity & Mutual Fund Advisory
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Financial Product Cross-SellingRelationship ManagementKYC & Documentation ComplianceEquity & Mutual Fund Advisory
About
Motivated financial professional with experience in banking and stock broking, seeking to leverage expertise in client acquisition, multi-product cross-selling, and fund management at Motilal Oswal. Committed to driving business growth and delivering high-quality investment solutions to clients engagement financial advisory
Experience
Customer service and business development - Kotak Mahindra Bank ltd
(2022-06 - 2023-06)
- Customer service and cross selling insurance and credit card and EMI
Business development - Motilal Oswal finance service limited
(2023-10)
- Opened 50+ accounts monthly Successfully managed end-to-end Demat and Trading account opening processes while consistently achieving cross-selling targets for multiple financial products, including SIP. Equity, Commodities, Mutual Funds, and PMS.
- Unlistedshare. teji Mandi. Tgs software. IAP. Research 360 Etc
Education
10th - UP Board (Allahabad) (2016)
12th - UP Board (Allahabad) (2018)
Bachelor of Arts - Arts - Veer Bahadur Singh Purvanchal University (2021)
