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Find professionals and candidates computer programming language pythonAkash kumar Kumar

Akash kumar Kumar

Motivated financial professional with experience in banking and stock broking

Talent

MumbaiMember since 31 May 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)

Reviews

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