Geopolitics
SHUBHAM JAIN
Business manager
New Delhi
Summary
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
1
1
year of professional experience
3
3
Certifications
3
3
Languages
Work History
Business Manager
Bajaj Finserv AMC
06.2025 - Current
- Communicated with 120 clients with AUM ranging from 10-80 Cr. positively with particular attention to problem resolution.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Collaborated with cross-functional teams to streamline processes and improve overall efficiency.
Summer Internship
Arham Shares Pvt. Ltd
Surat
04.2024 - 06.2024
- Project name: INDIA’s 2047:GROWTH ANALYSIS
- Thematic and Sector-Specific Analysis: Conducted in-depth analysis on the impact of summer on sectors like power and consumer durables, identifying key trends and market dynamics.
- Portfolio Management Assistance: Assisted the mentor by proposing a strategy that integrated manual intervention in trade signals with 70% automation, optimizing portfolio management and enhancing decision-making processes.
- Election Impact Analysis: Analyzed the impact of the Lok Sabha 2024 elections on the stock market, focusing on market volatility and its implications for investment strategies.
Education
MBA - Business Administration (Banking & Finance)
Symbiosis School of Banking & Finance
Pune, India 04.2001 -
Bachelor's - Business Administration (Finance)
SDJ International College
Surat, India 04.2001 -
Skills
- Investment research and evaluation
- Proficient time management
- Organizational strategy development
- Collaborative team management
- Data-driven decision making
- Analytical problem-solving
Certification
NISM-Series–V-A: Mutual Fund Distributors Certification.
EXTRA CURRICULAR ACTIVITIES
- Runner’s up at National Level Inter College Startup Plan competition organized by S.R. Luthra Institute of Management.
- Member of Sports Committee, Symbiosis School of Banking & Finance.
- Sports In-Charge for 2 consecutive years in High School.
- Inter-School Gujarati Folk Dance (Garba-Dodhiyu) Champion.
- Entrepreneurship workshop certificate from MyCaptain
Interests
Sports
Timeline
Business Manager
Bajaj Finserv AMC
06.2025 - Current
Summer Internship
Arham Shares Pvt. Ltd
04.2024 - 06.2024
MBA - Business Administration (Banking & Finance)
Symbiosis School of Banking & Finance
04.2001 -
Bachelor's - Business Administration (Finance)
SDJ International College
04.2001 -
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