A keen strategist, an enthusiastic problem-solver and a wonderful communicator, Gagandeep has over 15 years of experience in customer relationship, business development and operation management, including an IRDA certification in 2021 and AMFI Mutual Fund certification in 2020. He is always up for a challenge, be it customer relationships, business development, team management or organisation management. Gagandeep has had industry exposure in interfacing with corporate and individual clients as well as reviewing and interpreting market trends to attune their business strategies, managing customer data, reviewing monthly progress and presenting monthly MIS reports on process/productivity, as well as driving sales initiatives, promotion/marketing strategies and identifying new tie-ups and franchises that lead to further business opportunities. His expertise lies in financial research and analysis, business planning and development, finance advising and excellent team and relationship management skills. Gagandeep has been awarded the Best Broker Award from Smart Owner and the same from World Trade Centre Builders as well. With a team of 7 members, Invest 365 manages the portfolios of the CEOs of Radio Indigo, Radio City & Catalyst , the AVP of Aris Global and many more SMEs, builders and C-level portfolios. With a Masters in Business Administration (Marketing) from Alliance Business Academy under the Swiss Business School (Zurich) board, Gagandeep began his career with ICICI bank as a management trainee where he received an award for closing to their clients iGate and GATI in Bangalore. His next stint as Senior Relationship Manager at ICICI Securities Ltd., saw him working on client investment portfolios, book building and AUM creation, for which he received many certificates of excellence. Gagandeep went on to work as Investment Advisor in HSBC InvestDirect Securities Ltd., where his work focused on achieving customer group profitability, ensuring smooth functioning of customer accounts and acquiring new customers. In his capacity as Senior Wealth Manager at ICICI Securities, Gagandeep also took care of AML laws and generated revenue from his relationships with HNI and Ultra HNI clients for a profitable business. With his sound knowledge of managing administrative functions, strong analytical, problem solving and organizational abilities, Gagandeep aims to take Invest 365 to newer heights.
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