Vaibhav Somani

Business Development Manager - TPD

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Mumbai, Maharashtra, India

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Timeline
About me
PGDM (Finance) NLDIMSR'25 ||Summer Intern -Kotak Life ||PR Head General Management Committee ||Nirmal Bang || CFP || Gold Medalist SY BIM
Education
- Thakur College of Science & Commerce
  2018 - 2021
  Bachelor of Commerce (Investment Management) (BIM) Investment management A+
- N. L. Dalmia Institute of Management Studies and Research
  2023 - 2025
  Master's of Business Administration- Finance
  Activities and Societies: PR team member General Management Committee (GMC), Member NLD Talks Committee -Ranked 4th out of 330 teams in Bid Blitz a National Level Quiz and Mock Auction at Welingkar Institute Bengaluru.-Ranked 7th out of the Top 45 teams in Bazaar 2.0, A National Level Mock Stock Competition at MDI Gurgaon.
- Thakur College of Science & Commerce
  -
  HSC
Experience
- Nirmal Bang
  Apr 2022 - Jun 2023
  Business Development Manager - TPD
  -Advising clients on third-party financial products basis their risk appetite.· Exceeded targets by selling financial products like Insurance (total sum assured - Rs. 20 Crs.) and Government Bonds of Rs. 50 Lakhs via sub-broking model.· Expanded business through strategic broker onboarding and networking, providing tailored advisory services based on their specific needs.
- Kotak Life
  Apr 2024 - Jun 2024
  Intern-Underwriting
Licenses & Certifications
- Tally ACE
  Tally Solutions Pvt Ltd
  Oct 2019
- Cambridge Assessment English Entry Level Certification in ESOL International [Entry 2] Business
  Cambridge Assessment English Exams Cadiz
  Apr 2019
- NISM Series V-A Mutual Fund Distributors Certification Examination
  National Institute of Securities Markets (NISM)
  Mar 2022
- NCFM Insurance Module
  NSE India
  Jan 2020
- NISM Series XV- Research Analyst Certification
  National Institute of Securities Markets (NISM)
  Jul 2024
- Bloomberg Market Concepts
  Bloomberg
  Feb 2024
  View certificate
- Bloomberg Finance Fundamentals
  Bloomberg
  Feb 2024
  View certificate
- Country Level Economics: Macroeconomic Variables and Markets
  University of Illinois at Urbana-Champaign| Coursera
  Nov 2023
  View certificate
- Certified Financial Planner (CFP)
  FPSB India
  Mar 2021
- Cambridge English Entry Level Certificate in ESOL International [Entry 3] Business
  Cambridge Assessment English Exams Cadiz
  Mar 2020
Honors & Awards
- Awarded to Vaibhav Somani
  Gold Medalist in SY BIM Thakur College of Science and Commerce May 2021 A Gold Medalist in SY BIM
Volunteer Experience
- Associate
  Issued by University of Mumbai on Apr 2020
  Associated with Vaibhav Somani