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Vijit Sharma

Vijit Sharma

Summer Intern

Followers of Vijit Sharma542 followers
location of Vijit SharmaMadhya Pradesh, India

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  • Timeline

  • About me

    SENIOR MANAGER IIFL SECURITIES LTD FAN & DISTRIBUTION BUSINESS | MP & CG | FINTECH | EX MOTILAL | EX ICICI SEC|B2B | PMS AIF | INSURANCE BUSINESS

  • Education

    • Bharti Gyanpeeth high secondary school,Ujjain,(M.P.)

      2011 - 2012
      Business/Commerce, General

    • Kalidas Montessori High Secondary School

      2009 - 2010
      Secondary Schooling

    • Jaipuria Institute of Management

      2015 - 2017
      Post graduation diploma in management Finance and Marketing

    • Lokmanya Tilak College of Education, Ujjain

      2012 - 2015
      Bachelor of Commerce - BCom Computer application

  • Experience

    • Capital First Limited

      May 2016 - Jun 2016
      Summer Intern

      o Analysis of the Consumer Durable Marketo Marketing and Selling of Consumer Durable Goodso Credit Appraisalo Analysis and Importance of KYC documents and CIBIL Ratingo Knowledge of consumer durable loan o Handling customer query

    • ICICI Securities

      Jun 2017 - Jun 2018
      Senior Relationship Manager

      o Working as wealth manager, Sales and revenue generationo Designing of client portfolio – Sales pitcho Acquiring HNI’s & U-HNI’s cliento Relationship buildingo Handling and Selling of Mutual fund, D-Mat A/c, Life Insurance, Health Insurance & PMSo Conducting Investment awareness program for clients o Cross selling of broking and advisory products

    • Motilal Oswal Financial Services Ltd

      Jun 2018 - Sept 2020
      Area Manager

      o Handling B2B sales - Investment Products for whole MP through franchiseso Sales of Asset Management Products like PMS, AIF, Private Equity, Mutual Fund, etc. along with Life Insurance & Health Insurance distribution o Managing HNI’s, U-HNI’s & NRI’s clientso Conducting Investment awareness program for clients & franchisee partnero Conducting Training & Development program for franchisee partner teamo Acquisition of IP franchisee for selling of AMCs productso Generating a large revenue from the franchisee Show less

    • IIFL Securities

      Sept 2020 - now
      Senior MANAGER - FRANCHISEE & DISTRIBUTION BUSINESS

  • Licenses & Certifications

    • IRDA

      IRDA
      Oct 2019

  • Honors & Awards

    • Awarded to Vijit Sharma
      Best achiever in ICICI Life Insurance Motilal Oswal Financial Service Limited Jan 2020
    • Awarded to Vijit Sharma
      IAS (India America Singapore) Champion League Winner ICICI Securities Mar 2018

  • Volunteer Experience

    • Placement and Corporate relation club

      Issued by Jaipuria Institute of Management, Indore on Oct 2015
      Jaipuria Institute of Management, IndoreAssociated with Vijit Sharma

    • Finance Club Coordinator

      Issued by Jaipuria Institute of Management on Jul 2015
      Jaipuria Institute of ManagementAssociated with Vijit Sharma