Jitesh Kumar

Mutual Fund Representative at AmFi | Finance, Client Engagement, Data Analysis

Role
Mutual Fund Representative at AmFi
Location
Faridabad, HR, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Jitesh Kumar

Love \'\' To Do \'\' What \'\' I Do \'\'

Experience

  1. Mutual Fund Representative

    AmFi

    Feb 2024 — Present · IN

    Meeting with Clients on call and on site.Understanding their queries and vision behind the investment.Connecting clients with where to invest to achieve their goals for investment.Taking care of completion and submission of their investment related documents.Creating Excel Sheets for record keeping.Attending various companies workshops and meetings.

Education

  • National Institute of Securities Markets (NISM)

    Mutual fund Distributor VA, Finance, General

  • Vidya Mandir Public School

    10th and 12th, Science

    2008 — 2012

  • Manav Bharti University, Sultanpur, Solan

    Bachelor of Technology - BTech, Computer and Information Sciences and Support Services

    2013 — 2018

  • IEC UNIVERSITY

    Master of Technology - MTech

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Jitesh Kumar — Mutual Fund Representative at AmFi in Faridabad, HR, IN | Unifers