Deepak Prasad

Dynamic and performance-driven Team Leader & Wealth Management Professional with over 8 years of corporate experience across B2B and B2C financial product distribution. Expertise encompasses Mutual Funds (MF), Portfolio Management Services (PMS), and Specialized Investment Funds (SIF). Demonstrated track record at ICICI Prudential AMC of scaling channel revenue, establishing strategic alliances within the ICICI Bank network, and mentoring high-performing teams of Relationship Managers.

Recognized for strong team leadership, strategic market penetration, and consistent target achievement.

Team Leader – Retail Sales (B2B I-Bank Channel) - ICICI PRUDENTIAL AMC - Navi Mumbai, Maharashtra

(2023-01)

• Directly lead, coach, and manage a team of 7–8 Relationship Managers responsible for managing the ICICI Bank B2B channel.
• Formulate and execute sales strategies to scale Assets Under Management (AUM) across Mutual Funds, PMS, and SIF offerings.
• Partner with key bank branch heads and distribution leaders to organize product promotion campaigns and drive market penetration.
• Conduct structured product knowledge and market dynamics training sessions for bank relationship partners and team members.
• Implement performance tracking frameworks to ensure individual and team key performance indicators (KPIs) are consistently surpassed.

Assistant Manager – Retail Sales - ICICI PRUDENTIAL AMC - Navi Mumbai, Maharashtra

(2021-01 - 2022-12)

• Managed crucial bank branch relationships within the assigned territory to deepen mutual fund penetration.
• Achieved top-quartile performance metrics in cross-selling equity and debt investment products.
• Received rapid promotion to Assistant Manager in recognition of exemplary partner relations and consistent sales results.

Executive Relationship Manager – Retail Sales - ICICI PRUDENTIAL AMC - Navi Mumbai, Maharashtra

(2019-12 - 2020-12)

• Acquired and serviced retail client accounts, providing personalized investment strategies matched to investor risk profiles.
• Delivered high-touch client advisory services, ensuring high investor satisfaction and sustained portfolio retention.
• Organized investor education drives to create awareness around systematic investment planning (SIP) and long-term asset allocation.

Relationship Manager – B2C Sales - PRUDENT BULL WEALTH MANAGEMENT PVT LTD - Navi Mumbai, Maharashtra

(2017-08 - 2019-09)

• Handled direct B2C wealth management sales, managing equity and mutual fund portfolios for High-Net-Worth Individuals (HNIs) and retail investors.
• Conducted comprehensive financial risk assessments to construct personalized wealth strategies aligned with client financial milestones.
• Built an extensive client base through cold outreach, systematic referral generation, and exceptional client relationship building.
• Delivered periodic portfolio reviews and market updates to guide client asset reallocation during changing market conditions.

Bachelor of Engineering (B.E.) - Electronics & Communication (2015)