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Annie Jain

Annie Jain

Premier Relationship Manager

Followers of Annie Jain160 followers
location of Annie JainAhmedabad, Gujarat, India

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  • Timeline

  • About me

    Deputy Manager at SBI Mutual Fund

  • Education

    • Shri cloth market vaishnav bal mandir , Indore

      -

    • Medi-Caps Institute of Technology & Management Rau, Indore

      2015 - 2017
      Master of Business Administration Finance and marketing

    • Devi Ahilya Vishwavidyalaya, Indore

      2012 - 2015
      Bachelor of Commerce - BCom Honors

  • Experience

    • Reliagre securities

      Aug 2017 - Jul 2018
      Premier Relationship Manager

      • Generating leads from partner bank for DP accounts • Cross selling of other products.• Sourcing business from the outside market.• Handeling queries and genrating revenue .

    • Axis Mutual Fund

      Dec 2018 - Sept 2022
      Assistant Manager

      • Cluster manager for Banking Channel • Handling distributor queries• Conducting training session on product in Banks •Helping Banker's for converting in MF leads.

    • SBI MUTUAL FUND

      Sept 2022 - now
      Deputy Manager

  • Licenses & Certifications

    • NISM SERIES - XXI A PORTFOLIO MANAGMENT SERVICES CERTIFICATION

      National Institute of Securities Markets (NISM)
      Mar 2024

    • NISM SERIES - V A MUTUAL FUND CERTIFICATION

      National Institute of Securities Markets (NISM)
      Apr 2024