Yash Verma

Deputy Manager At Centricity Wealthtech

Bhopal, Madhya Pradesh, India

About

Deputy Manager At Centricity Wealthtech A finance professional experienced in wealth management, investment advisory, and client portfolio handling. Currently working as Deputy Manager at Centricity WealthTech, I focus on building smart, goal-oriented financial strategies for clients. With past roles at ICICIdirect and Prudent Corporate, along with certifications in Equity Options and Securities Markets, I bring a strong understanding of market behavior and practical investing. I believe in clear communication, trusted relationships, and helping people make confident financial decisions.

Experience

  • Deputy Manager at Centricity WealthTech
    Jan 2025 - Present · 1 yr 7 mos

  • Assistant Manager at Prudent Corporate Advisory Services Ltd.
    Jun 2024 - Jan 2025 · 8 mos

    Assistant Manager At Prudent Corporate Advisory Services Ltd.

  • ICICIdirect (On-site)
    • Key relationship manager
      Apr 2024 - Jun 2024 · 3 mos

      Promoted as Key Relationship Manager

    • Senior Relationship Manager
      Jan 2023 - Mar 2024 · 1 yr 3 mos

    • Relationship Manager
      Sep 2022 - Dec 2022 · 4 mos

      Successfully I have done my Takeoff period

  • Summer Intern at Tenhard India Pvt Ltd.
    Jun 2021 - Jul 2021 · 2 mos