Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sumati Shukla

Varanasi

Summary

Dynamic executive with over 4.5 years of experience driving teams and organizations to achieve their full potential. Demonstrated expertise in establishing and nurturing exceptional communication and relationships with channel partners and investors. Possesses a robust understanding of diverse products and their respective benefits, enabling effective strategy development and execution. Committed to leveraging skills to foster growth and innovation within the organization.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager

ICICI Asset Management Company Ltd.
Varanasi, India
01.2024 - Current

Wealth Manager

Finwizard Technology Pvt. Ltd.
Varanasi, India
09.2023 - 01.2024

Assistant Manager - Retail

HDFC Asset Management Co. Pvt. Ltd.
Varanasi, India
02.2021 - 07.2023

Education

PGDM -

Jaipuria Institute of Management (JIMS)
01.2020

B.COM - undefined

ITPG
01.2015

Skills

  • Mutual Funds
  • Portfolio management expertise
  • Wealth Management
  • Effective presentation skills

Certification

  • NISM V A MFD
  • NISM XXI A PMS

Timeline

Deputy Manager

ICICI Asset Management Company Ltd.
01.2024 - Current

Wealth Manager

Finwizard Technology Pvt. Ltd.
09.2023 - 01.2024

Assistant Manager - Retail

HDFC Asset Management Co. Pvt. Ltd.
02.2021 - 07.2023

B.COM - undefined

ITPG

PGDM -

Jaipuria Institute of Management (JIMS)
Sumati Shukla