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Swapnil Surve

Swapnil surve

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location of Swapnil SurveMumbai, Maharashtra, India
Phone number of Swapnil SurveView Mobile No.
Followers of Swapnil Surve599 followers

  • 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