Vijay Shelke

Assistant Manager

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Pune, Maharashtra, India

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Timeline
About me
Investment Specialist | Wealth Management | ( views are only mine )
Education
- Savitribai Phule Pune University
  2015 - 2019
  Bachelor of Engineering - BE Civil Engineering 8.68/10
- Indira Gandhi National Open University
  2022 - 2023
  Post Graduate Diploma Financial Management Financial Management 4.02/5
- Savitribai Phule Pune University
  2022 - 2023
  Master of Business Administration - MBA Marketing & Business Analytics Management 8.36/10
Experience
- UTI Mutual Fund
  Mar 2021 - Jul 2022
  Assistant Manager
  • Planning, Research, Operation• B2B Distributor Handling, Relationship Manager• Managed MFD, Banking & National Distributors
- LIC Mutual Fund
  Sept 2022 - Jan 2025
  • Managed PCMC Business Centre• Planning, Research, Operation• B2B Distributor Handling• Managed MFD, Banks & ND • B2B & B2C, Strategic Planning, Business Optimization• Customer Specific Needs & Solutions, Relationship Manager• Managed MFD, ND & Banking Channel
  - Sales Manager
    Jan 2024 - Jan 2025
  - Sales Manager
    Sept 2022 - Dec 2023
- Aditya Birla Sun Life Mutual Fund (ABSLMF)
  Jan 2025 - now
  Manager
  • Managing Investment Portfolios• HNI Channel, B2C, Senior Relationship Manager • Mutual funds, PMS & AIF
Licenses & Certifications
- Financial Planning
  Indian School of Business
  Mar 2025
  View certificate
- Training of Trainers
  Indian Institute of Technology, Roorkee
  Nov 2023
- Accredited Wealth Planner
  CIEL - Center For Investment Education and Learning
  Feb 2022
- NISM-SERIES-XV: Research Analyst Certification Examination
  National Institute of Securities Markets (NISM)
  Sept 2025
- NISM-Series-III-A: Securities Intermediaries Compliance (Non-Fund) Certification Examination
  National Institute of Securities Markets (NISM)
  Nov 2025
- Brand Management
  Indian Institute of Technology, Kanpur
  Sept 2023
- NISM Series XXI-A : Portfolio Management Services Distribution
  National Institute of Securities Markets (NISM)
  Jan 2023
- Certification for Relationship Manager
  CRISIL Limited
  Jul 2024
  View certificate
- NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination
  National Institute of Securities Markets (NISM)
  Oct 2025
- NISM-SERIES-X-A: Investment Adviser (Level 1) Certification Examination
  National Institute of Securities Markets (NISM)
  Sept 2025