Subham Jaiswal
Relationship Manager @HDFC Mutual Fund | NISM Certified | NISM-VA | NISM-XXI-A | PGDAV’22 | Asset Management | Financial Services |
- Role
- Relationship Manager at Hdfc Mutual Fund
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Subham Jaiswal
Imagine having a trusted partner who understands your financial aspirations and guides you through the world of investments. That\'s the role I play as a Relationship Manager at HDFC Mutual Fund. I\'m passionate about building strong client relationships and helping them achieve their financial goals.By providing personalized recommendations, proactive market updates, and expert guidance, I empower clients to make informed decisions.Ultimately, my goal is to help clients build a secure financial future by partnering with them every step of the way.
Experience
Relationship Manager
Apr 2025 — Present
Drove Assets Under Management (AUM) growth through client acquisition and expanding existing investments.•Provided personalized mutual fund recommendations and market insights, ensuring high client satisfaction.•Educated clients on various fund types, including equity, debt, hybrid, and index funds.•Stayed current with market trends to offer informed investment advice.•Delivered NISM VA training to bank Relationship Managers.
Education
St. Peter's Higher Secondary School
Higher Secondary, Class 11th & 12th Stream :- Commerce
2017 — 2019
Raphael Academic and Vocational School
Secondary :- Nursery to Class 10th, Basic knowledge of Physics, Life Science, Mathematics, Geography, History, Hindi, English
PGDAV College
Bachelor of Commerce - BCom, Finance & Marketing
Sri Guru Gobind Singh College Of Commerce
MCom, Banking & Finance
Delhi University
Bachelor of Commerce - BCom, Accounting, Auditing, Marketing, Taxation, Economics,Finance
Delhi University
Master's degree, Banking & Finance
Institute of Chartered Accountants of India
CA Foundation , Accounting and Business/Management
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