Summary
Overview
Work History
Education
Skills
Websites
Licenses Certifications Awards
Languages
Timeline
Generic

Shubham Jain

Ahmedabad

Summary

Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.

Overview

8
8
years of professional experience
7
7
years of post-secondary education

Work History

Manager - MFD CHANNEL

BANDHAN AMC
Ahmedabad
03.2025 - Current

Responsible for building relationship with mfd IFA and offering advisory on Bandhan AMC products and drive business into Bandhan AMC funds.

Manager - HYBRID CHANNEL

BANDHAN AMC
Ahmedabad
10.2022 - 03.2025
  • Responsible to build relationship with Wealth Banking, Retail MFDS/IFAS and National Distributor channels and offering advisory on IDFC AMC Products
  • Handling sales through Multi channels & increasing market share from the existing relationships.
  • Contribute to sustained growth in sales through initiatives targeted at long term development of distributor relationships and deepen markets for the organization.

Manager

UTI AMC
Ahmedabad
10.2021 - 09.2022
  • Ensuring growth of business and surpassing periodical sales targets in terms of funds mobilized through Banking channel and National distributor.
  • Promotion of UTI MF Schemes, knowledge about the products and MF industry to NDs & Bank representative.
  • Conducting necessary training/knowledge transfer sessions to keep them updated on the market and product front.

Assistant Manager

UTI AMC
Bhuj
06.2019 - 09.2021
  • Managing business through MFD & Support to distribution force and investors.
  • Conducting investor's meet, agent's meeting and organizing participation in finance fairs etc.
  • To ensure targeted growth in business through the respective Branch and manage Branch administration.
  • Increase in number of Investors & Penetration into new areas.

Intern

ULTRATECH CEMENT
Mumbai
05.2018 - 06.2018
  • Execution of Hello Bosstomer - Aditya Birla Group initiative on Ideation at business level for Birla White.
  • Birla White Value-Added Products Launch - plan for 3 New products- BW Repaints, BW Excel, BW Extocare at Pan India level.
  • Reviewing the existing performance of Call-Centre, Identifying the issues and Strategy formulation for future.
  • Unit- Birla White

Education

PGDM-MARKETING & FINANCE -

Balaji Institute Of Management & Human Resource Development
Pune, Maharashtra
04.2017 - 04.2019

MASTER OF COMMERCE - Advance Marketing

Savitribai Phule Pune University
Pune, Maharashtra
04.2017 - 04.2019

BACHELOR OF COMMERCE - ACCOUNTING Hons.

Jai Narain Vyas University
Jodhpur, Raj
04.2014 - 05.2017

HIGH SCHOOL - COMMERCE

Aditya Birla Public School
Jodhpur, Raj

Skills

  • Rational decision-making
  • Goal-driven
  • Proficiency in MS Word & MS Excel

Licenses Certifications Awards

  • Gold Medal in PGDM (MARKETING & FINANCE), SRI BALAJI UNIVERSITY, 01/20, Hold - First position in Marketing.
  • Awarded by the SBU Head, Dr. Sunil Kulwal (CEO of Birla White) during the Steering committee meeting on 27th June 2018.
  • Received 2 SPOT AWARD, from Regional Head- Gujarat (UTI AMC) for SIP Drive & NFO-CHAMPIONS TARGET ACHIEVEMENT.
  • NISM Series V-A Certification
  • NISM Series V-C (Level 2) Certification
  • IT and OT Training, under CA curriculum.

Languages

English
Proficient
C2
Hindi
Proficient
C2
Gujarati
Upper Intermediate
B2

Timeline

Manager - MFD CHANNEL

BANDHAN AMC
03.2025 - Current

Manager - HYBRID CHANNEL

BANDHAN AMC
10.2022 - 03.2025

Manager

UTI AMC
10.2021 - 09.2022

Assistant Manager

UTI AMC
06.2019 - 09.2021

Intern

ULTRATECH CEMENT
05.2018 - 06.2018

PGDM-MARKETING & FINANCE -

Balaji Institute Of Management & Human Resource Development
04.2017 - 04.2019

MASTER OF COMMERCE - Advance Marketing

Savitribai Phule Pune University
04.2017 - 04.2019

BACHELOR OF COMMERCE - ACCOUNTING Hons.

Jai Narain Vyas University
04.2014 - 05.2017

HIGH SCHOOL - COMMERCE

Aditya Birla Public School
Shubham Jain