Shobhit Kumar

FinBiz Growth Expert

Role
Business Development Consultant at Shubhwealth
Location
Hyderabad, TG, IN
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Shobhit Kumar

I am Shobhit Kumar, I am a FinBiz growth Coach and founder of FinBiz Growth Club.I am on a mission to help Financial entrepreneurs diversify their business into mutual funds distribution and help create multiple sources of income using my B.O.S.T.T. framework. I am looking to utilize my more than ten years of sales and distribution experience with HDFC and UTI mutual funds to create Next-gen Mutual Fund financial advisors. I have worked with various financial institutions like Axis Bank, DBS Cholamandalam Distribution, UTI Mutual Fund, and HDFC Mutual Fund. In-depth knowledge of banking operations, Wealth Management, and Capital Markets. Specialties: Certified Financial Planner (CFP), Certification from NSE in CAPITAL MARKETS, AMFI Advisory Module, CAIIB from Indian Institute of Banking & Finance (IIBF), NISM XA, NISM XB, NISM VCLooking to help enthusiast kickstart their financial planning business. You can reach me at s••••••@mentorshobhit.com

Experience

  1. Business Development Consultant

    Shubhwealth

    Oct 2019 — Present · Mysuru, IN

    Helping advisors, brokers, financial consultants, and entrepreneurs become Next Generation financial Planners.The Industry is grossly underpenetrated and underserved.

Education

  • Sainik School ,Ghorakhal

    12th Standered, Science

    1993 — 2000

  • Financial Planning

    Certified Financial Planner, Financial Planning and Services

  • ICFAI BUSINESS SCHOOL

    MBA, MANAGEMENT

    2004 — 2006

  • National Institute of Securities Markets (NISM)

    XB, Investments and Securities

  • EWING CHRISTIAN COLLEGE

    B Sc, Physics, Computer Application, Mathematics

    2000 — 2003

  • National Institute of Securities Markets (NISM)

    XA, Investments and Securities

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Shobhit Kumar — Business Development Consultant at Shubhwealth in Hyderabad, TG, IN | Unifers