Amit Yadav, CFP®

Amit Yadav, CFP®

Project Intern

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location of Amit Yadav, CFP®Allahabad, Uttar Pradesh, India

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  • Timeline

  • About me

    Branch Manager at HDFC AMC

  • Education

    • SRI RAMMURTI SMARAK international business school

      2017 - 2019
      POST GRADUATE DIPLOMA IN MANAGEMENT Finance and marketing 78.5
    • University of Allahabad

      2014 - 2017
      Bachelor of Commerce - BCom Business/Commerce, General
  • Experience

    • KALYANI PORTFOLIO SERVICES PRIVATE LIMITED

      Dec 2017 - Jan 2018
      Project Intern
    • ITC Limited

      Jan 2018 - Jan 2018
      Project Intern
    • HDFC AMC

      Apr 2018 - Jun 2018
      Summer Intern
    • Extramarks Education India Pvt. Ltd.

      Oct 2018 - Apr 2019
      Business Development Executive

      Worked as a Business development executive

    • HDFC AMC

      May 2019 - now

      Presently Working in HDFC Asset Management Company Limited.Channel Sales: Looking after Sales through the banking channel & National distributor.Deft in handling relationships for running successful business operations, developing procedures and service standards for business excellence.Experience in handling all sales & marketing activities, analyzing market trends and establishing healthy & prolonged business relations with clients.Possesses effective communication, interpersonal & problem solving by negotiation skills. Show less

      • Assistant Manager

        Apr 2023 - now
      • Executive

        Jun 2022 - Apr 2023
      • Relationship Manager

        May 2019 - Jun 2022
  • Licenses & Certifications

    • Award in International Wealth Management

      Jointly by Moody's Analytics, PGP Academy
      Apr 2024
      View certificate certificate
    • Excel for MF Business Program

      Jointly by Moody's Analytics, PGP Academy
      Apr 2024
      View certificate certificate
    • Master Class Certified

      HDFC AMC
      Mar 2021
    • Investment foundation Program

      CFA Institute
      Jun 2021
      View certificate certificate
    • NISM V-C Mutual Fund Distributor (Level-2)

      National Institute of Securities Markets (NISM)
      Aug 2019
    • NISM V-A Mutual Fund Distributor (Level-1)

      National Institute of Securities Markets (NISM)
      Nov 2023
    • NISM X-B Investment Advisor (Level-2)

      National Institute of Securities Markets (NISM)
      Mar 2021
    • NISM X-A Investment Advisor (Level-1)

      National Institute of Securities Markets (NISM)
      Aug 2019
    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Feb 2024
      View certificate certificate