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Dipak Kumar Bera

Dipak Kumar Bera

Business Development Officer

location of Dipak Kumar BeraKolkata, West Bengal, India

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  • Timeline

  • About me

    Relationship manager at Prudent corporate advisory services ltd. Managing investment portfolio with products like Mutual Fund, PMS & AIF and insurance with total experience of around 6 years in financial industry.

  • Education

    • International Institute of Business Studies

      2016 - 2018
      Post graduate Marketing

    • Bhartihar university

      2016 - 2018

  • Experience

    • StockHolding Corporation of India Limited

      Aug 2018 - Oct 2019
      Business Development Officer

    • Nj India Invest PrivateLimited

      Oct 2019 - Oct 2021
      Unit Sales Manager

    • Prudent Corporate Advisory Services Ltd.

      Nov 2021 - now
      Relationship Manager

      Operating the B2B channel and to generate AUM in mf and having fullfill the target of other products. Training and development of agents in NISM series VA and mutual fund products.

  • Licenses & Certifications

    • NISM SERIES V A

      National Institute of Securities Markets (NISM)
      Jan 2020