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Shivam Jain

Shivam Jain

Intern

Followers of Shivam Jain203 followers
location of Shivam JainAhmedabad, Gujarat, India

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  • Timeline

  • About me

    Wealth Manager

  • Education

    • Teerthanker Mahaveer University, Moradabad

      2017 - 2019
      Master of Business Administration - MBA BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES A+

      Activities and Societies: Portfolio Management

  • Experience

    • RELIGARE HEALTH INSURANCE (RHI)

      Jan 2019 - Apr 2019
      Intern

      It helps to learn and understand health insurance sector.

    • Kotak Mahindra Bank

      Dec 2019 - Dec 2022

      • Branch Relationship Manager

        Apr 2022 - Dec 2022

      • Senior Assistant Manager

        Dec 2021 - Mar 2022

      • Assistant Sales Manager

        Dec 2019 - Dec 2021

    • Axis Bank

      Dec 2022 - Jun 2024
      Priority Relationship Manager

    • IDFC FIRST Bank

      Jun 2024 - now
      Wealth Manager - First Wealth

  • Licenses & Certifications

    • Certified Insurance Consultant License (Life & Health), Individual

      IRDA
      May 2022

    • Mutual Fund Distributor

      National Institute of Securities Markets (NISM)
      Mar 2022

    • Banking And Finance

      Government of India Official
      Aug 2017

  • Honors & Awards

    • Awarded to Shivam Jain
      MDRT Axis Bank Jan 2024 Qualified MDRT contest for BALI (level 1)
    • Awarded to Shivam Jain
      Dare Mahaparv (Level 1) Rakesh S Sinha (National Head - Acquisition, Senior Executive Vice President) Mar 2022 Successfully Qualified Dare Level 1
    • Awarded to Shivam Jain
      Employee Of The Month Aniket Bodas(Zonal Acquisition Manager) Feb 2022
    • Awarded to Shivam Jain
      Employee Of The Month Aniket Bodas (zonal Acquisition Manager) Jan 2022
    • Awarded to Shivam Jain
      Employee Of The Month Aniket Bodas(Zonal Acquisition Manager) Aug 2021
    • Awarded to Shivam Jain
      Employee Of The Month Vivek Jhabua(Zonal Acquisition Manager) Oct 2020