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Swapnil Surve

Swapnil Surve

Deputy Manager

Followers of Swapnil Surve599 followers
location of Swapnil SurveMumbai, Maharashtra, India

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  • Timeline

  • About me

    Vice President - Retail Sales at Bandhan Asset Management Company Ltd.

  • Education

    • Welingkar Institute of Management

      2007 - 2009
      PGDBA Marketing

    • Sathaye college vileparle east

      2001 - 2006
      Bachelor's degree Business/Commerce, General

  • Experience

    • Kotak Mahindra Asset Management Co.Ltd

      Dec 2006 - Aug 2013
      Deputy Manager

      Deputy Manager - Banking Sales

    • Baroda Pioneer Asset Management Co.Ltd

      Sept 2013 - Jun 2014
      Assistant Manager

      Assistant Manager - Private Banking & wealth outfits

    • AXIS ASSET MANAGEMENT LTD

      Jul 2014 - May 2024

      Assistant Vice President - Channel Head IFA, Mumbai Assistant Vice President- Consumer Banks Heading Consumer Banks & Wealth for Mumbai for Mutual Fund Distribution. Managing Private Sector Banks & National Distributors for Mumbai region in a Team Leader role.

      • Assistant Vice President

        Nov 2021 - May 2024

      • Assistant Vice President

        Apr 2019 - Oct 2021

      • Channel Business Manager

        Apr 2017 - Mar 2019

      • Channel Manager

        Jul 2014 - Mar 2017

    • Bandhan AMC Limited

      May 2024 - now
      Vice President - Retail Sales

  • Licenses & Certifications

    • NISM Series XXI A Portfolio Management Services (PMS)

      National Institute of Securities Markets (NISM)
      Sept 2023

    • Debt Markets - Advanced Level

      CIEL Group

    • AMFI

      National Institute of Securities Markets (NISM)

    • Debt Market - Advanced level

      CIEL Group
      Aug 2020

    • CDIP

      Marketing In Asia - Business