Shubham More
Summary
To work in an organization which provides me with ample opportunities with professionalism and knowledge along with contributing to the growth of the organization.
Overview
3
3
Languages
1
1
Certification
2
2
years of post-secondary education
2
2
years of professional experience
Work History
Wealth Manager
Kedia Capital Private Limited Services
Thane
12.2025 - 04.2026
- B2B Channel Partnership Management
- Capital Raising & Investor Relations
- Alternative Investments & Wealth Advisory
- Event Execution & Roadshow Coordination
- CRM Pipeline Tracking & Management Reporting
Relationship Manager
ICICI Prudential Asset Management Company
Mumbai, India
05.2024 - 11.2025
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Created sales and marketing strategies to increase customer base and enhance sales.
- Inbound Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
Education
Certificate of Higher Education - Investment Banking
Meritshot Academy
01-2026
Master of Business Administration - Banking, Finance Services & Insurance
Guru Nanak Institute of Management Studies
Mumbai 10.2022 - 04.2024
Bachelor of Management Studies (Finance)
N.G Bedekar College of Commerce
Thane 01-2022
Skills
1 Leadership
2 Advanced Excel
3 Financial Planning
4 Powerpoint
5 Communication & Presentation
Languages
English
Proficient
C2
Hindi
Proficient
C2
Marathi
Proficient
C2
Certification
1. NISM-Series V-A Mutual Fund Distributors
2. NCFM (Investment Analysis and Portfolio Management)
3. NCFM (Commercial Banking in India : A Beginner’s Module)
4. NCFM (Financial Markets: A Beginner’s Module)
5. NCFM (Fundamental Analysis)
Hobbies and interests
1. Sports (Cricket & Badminton)
2. Reading
3. Cooking
Accomplishments
- International Educational Tour - Dubai (UAE)
- Guru Nanak Institute of Management Studies (Role Play)
- Maharashtra State Certificate in Information Technology (MSCIT)
- Advanced Tally
Timeline
Wealth Manager
Kedia Capital Private Limited Services
12.2025 - 04.2026
Relationship Manager
ICICI Prudential Asset Management Company
05.2024 - 11.2025
Master of Business Administration - Banking, Finance Services & Insurance
Guru Nanak Institute of Management Studies
10.2022 - 04.2024
Certificate of Higher Education - Investment Banking
Meritshot Academy
Bachelor of Management Studies (Finance)
N.G Bedekar College of Commerce