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Sushil Kumar

Sushil Kumar

Equity Advisor

Followers of Sushil Kumar2000 followers
location of Sushil KumarThane, Maharashtra, India

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  • Timeline

  • About me

    Relationship Manager at LIC Mutual Fund

  • Education

    • Thadomal Shahani Centre For Management

      2020 - 2020
      Professional Diploma in Banking, Financial Services & Insurance Banking, Financial services & Insurance

    • Mulund College Of Commerce

      2016 - 2019
      Bachelor of Commerce - BCom Banking and Insurance

  • Experience

    • Motilal Oswal Financial Services Ltd

      Mar 2021 - Aug 2022
      Equity Advisor

    • ICICI Prudential AMC Ltd

      Aug 2022 - Nov 2023
      Relationship Manager

      Conducted portfolio analysis and provided recommendations on ICICI PRUDENTIAL MUTUAL FUND products to Retail/HNI clients.Cultivated and fostered strong relationships to enhance and increase clients' net worth,Profiled customers and offered tailored financial products to meet their specific needs.Offered investment planning and advice through phone consultations and personal meetings.Consistently acquired new clients on a monthly basis.

    • LIC Mutual Fund

      Nov 2023 - now
      Sales Manager - Retail Sales

      Handling B2B Sales for Banks & Mutual Fund distributors (IFA).

  • Licenses & Certifications

    • IRDA

      INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY (LICENSING OF INSURANCE AGENTS) REGULATIONS, 2015
      Apr 2022
      View certificate certificate

    • Certification for Relationship Managers

      CRISIL Limited
      Jul 2024
      View certificate certificate

    • BEST (Building Youth Excellence Through Employability Services and Technology)

      TechnoServe India
      Feb 2019
      View certificate certificate

    • NISM -Series -VIII:Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Dec 2021
      View certificate certificate

    • NISM SERIES V-A : Mutual fund Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Aug 2025

    • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Sept 2023