Somesh Tiwari profile photo 1 on Tal

Somesh Tiwari

Bandhan AMC | Finance Enthusiast | Investments | Securities | Mutual Funds | Ex-IIFL Securities

Pune District

2+ years of work experience

Bandhan Mutual Fund
May 20262 mosPresent

Pune District, Maharashtra, India

IIFL (India Infoline Group)
Apr 20231 yr 4 mosJul 2024

Bhopal, Madhya Pradesh, India

📈 Client Acquisition & Relationship Management Identify and onboard new clients for trading and investment services. Maintain strong relationships with existing clients and assist them in their financial decisions. 📝 Advisory Services Provide guidance to clients on investment opportunities in equities, derivatives, mutual funds, and other financial products. 💻 Facilitate Trading Operations Assist clients in opening trading and demat accounts. Help clients execute trades and ensure smooth transaction processing. 📊 Portfolio Monitoring Track client portfolios and suggest rebalancing or investment adjustments based on market conditions. 📣 Promote Financial Products Actively promote IIFL Securities’ products like IPOs, SIPs, insurance, and wealth management services. ⚖️ Compliance and Documentation Ensure all client transactions and investments comply with SEBI regulations and company policies. Maintain accurate records and assist in audits when required. - Provide After-Sales Service Resolve client queries, provide market updates, and assist with any technical issues on trading platforms. -- Achieve Revenue Targets
THE CONCEPT bhopal
Sep 20216 mosFeb 2022

Bhopal, Madhya Pradesh, India

📊 Mutual Fund Research Intern Assist in analyzing mutual fund schemes and their performance. Compare funds across categories (equity, debt, hybrid) for client recommendations. Prepare reports on market trends and fund rankings. 💼 Sales & Business Development Intern Support client onboarding and help promote mutual fund products. Work with senior advisors to pitch SIPs (Systematic Investment Plans) and lump-sum investments. Learn how to use CRM tools to track leads and prospects. 👨‍💻 Operations Intern Assist in processing transactions (purchases, redemptions, and switches). Help with KYC (Know Your Customer) verifications and compliance documentation.

Education

IIEBM Indus Business School

Master of Business Administration - MBA, Finance and Financial Management Services

IIEBM Indus Business School

20252 yrs2027
People's University

Bachelor's in bussiness management, Business Administration and Management, General

People's University

20203 yrs2023

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Headline

Bandhan AMC | Finance Enthusiast | Investments | Securities | Mutual Funds | Ex-IIFL Securities

About

A passionate finance professional with hands-on experience across investments, securities markets, and mutual funds. Over the past few years, I’ve gained practical exposure in financial advisory, portfolio management, and client servicing through roles at IIFL Securities, Profit Eye Securities, and an internship at The Concept. I’m deeply interested in understanding capital markets, analyzing investment opportunities, and helping clients make informed financial decisions. Always eager to learn, grow, and contribute to the dynamic world of finance and investments.

Location

Pune District

Work experience

Intern at Bandhan Mutual Fund, May 2026 - Present · 2 mos, Pune District, Maharashtra, India

Channel Partner at IIFL (India Infoline Group), Apr 2023 - Jul 2024 · 1 yr 4 mos, Bhopal, Madhya Pradesh, India, 📈 Client Acquisition & Relationship Management Identify and onboard new clients for trading and investment services. Maintain strong relationships with existing clients and assist them in their financial decisions. 📝 Advisory Services Provide guidance to clients on investment opportunities in equities, derivatives, mutual funds, and other financial products. 💻 Facilitate Trading Operations Assist clients in opening trading and demat accounts. Help clients execute trades and ensure smooth transaction processing. 📊 Portfolio Monitoring Track client portfolios and suggest rebalancing or investment adjustments based on market conditions. 📣 Promote Financial Products Actively promote IIFL Securities’ products like IPOs, SIPs, insurance, and wealth management services. ⚖️ Compliance and Documentation Ensure all client transactions and investments comply with SEBI regulations and company policies. Maintain accurate records and assist in audits when required. - Provide After-Sales Service Resolve client queries, provide market updates, and assist with any technical issues on trading platforms. -- Achieve Revenue Targets

Sales & Business Development Intern at THE CONCEPT bhopal, Sep 2021 - Feb 2022 · 6 mos, Bhopal, Madhya Pradesh, India, 📊 Mutual Fund Research Intern Assist in analyzing mutual fund schemes and their performance. Compare funds across categories (equity, debt, hybrid) for client recommendations. Prepare reports on market trends and fund rankings. 💼 Sales & Business Development Intern Support client onboarding and help promote mutual fund products. Work with senior advisors to pitch SIPs (Systematic Investment Plans) and lump-sum investments. Learn how to use CRM tools to track leads and prospects. 👨‍💻 Operations Intern Assist in processing transactions (purchases, redemptions, and switches). Help with KYC (Know Your Customer) verifications and compliance documentation.

Education

Master of Business Administration - MBA, Finance and Financial Management Services, IIEBM Indus Business School

Bachelor's in bussiness management, Business Administration and Management, General, People's University