Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Vidhit Shukla

Officer- Client Services
Kanpur Nagar

Summary

Results-driven finance professional in the mutual fund industry, specializing in portfolio management, investment analysis, and client relationship management. Adept at delivering optimized investment solutions and achieving strategic financial goals in dynamic market environments.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Officer - Client Services

HDFC Mutual Fund
12.2022 - 12.2023

Client Services cum relationship manager
Responsible for daily Financial and Non financial transaction in the branch
Managing 50 IFA's at a time
Completing the sales target during NFO Period
Responding to investors and distributors complains via email , telephone and walk in
Building relationship with investors and distributors
Acheiving the monthly sip sales target

Sales Officer

Reliance
04.2021 - 03.2022

Lead generation in the open market
Managing100 retailers and Distributors at a time
Convincing the retailers and distributors to work with reliance
Responsible for daily and monthly sales target
Handling complains of retailers and distributors
Convincing retailers and distributors to buy apparel and foot ware from reliance

Education

PGDM - Marketing

Dr Gaur Hari Singhania Institute of Management And
Kanpur
04.2001 -

Bachelor of Commerce - Marketing

Galgotias University
Greater Noida
04.2001 -

Intermediate - Commerce

Woodbine Gardenia School
Kanpur, India
04.2001 -

High School -

Woodbine Gardenia School
Kanpur, India
04.2001 -

Skills

Ms Excel

Ms word

Ms Office

Certification

NISM V A

Timeline

Officer - Client Services

HDFC Mutual Fund
12.2022 - 12.2023

Sales Officer

Reliance
04.2021 - 03.2022

PGDM - Marketing

Dr Gaur Hari Singhania Institute of Management And
04.2001 -

Bachelor of Commerce - Marketing

Galgotias University
04.2001 -

Intermediate - Commerce

Woodbine Gardenia School
04.2001 -

High School -

Woodbine Gardenia School
04.2001 -
Vidhit ShuklaOfficer- Client Services