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Bio

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Nilesh Bendre is a seasoned finance professional with 9+ years of experience in investment management, relationship management, and business development. He holds a CFA degree and has worked with top financial institutions in India.

Experience

  • JM Financial Asset Management Ltd
    • Indore, Madhya Pradesh, India
    • Cluster Head
      • Oct 2023 - Present
      • Indore, Madhya Pradesh, India

  • Axis Mutual Fund
    • Indore, Madhya Pradesh, India
    • Deputy Manager
      • Nov 2015 - Nov 2023
      • Indore, Madhya Pradesh, India

  • Union Asset Management Company Pvt Ltd
    • Nagpur, Maharashtra, India
    • Relationship Manager
      • Jul 2013 - Jul 2014
      • Nagpur, Maharashtra, India

      Generate mutual fund business from Union Bank of India Branches and handle HNI clients

  • NJ INDIA INVEST PVT LTD
    • Maharashtra, India
    • Unit Manager
      • Sep 2010 - Aug 2013
      • Maharashtra, India

      My role – develop business of Mutual Fund and PMS through my Team (B2B model) .I Recruit insurance advisor or postal advisor and prepare for mutual fund ad visor and develop business form them, giving services. Growing business through joint call, corporate presentation, training or etc. Making financial plan for HNI investor

  • NJ India Invest Pvt Ltd
    • Nagpur Area, India
    • Unit manager
      • Nov 2010 - Nov 2012
      • Nagpur Area, India

    • Trainer and System administrator
      • Jan 2009 - Dec 2010

    • Marketing Assistant Manager
      • Jan 2010 - Jul 2010

      My role –Manage all branches of M.P. and C.G. and develop business

    • MARKETING ASSISTENT MANAGER
      • Dec 2008 - Jul 2010

    • Marketing executive
      • Jan 2002 - Jan 2003

      Priya gold biscuits “Surya Food and agro ltd” in Jaora Ratlam district (M.P.).During my school time. (; ). Working profile – field work sell all products of priya gold biscuits taking order and services.

Education

  • 2021 - 2021
    CFA Investment Foundation
    CFA Investment Foundation USA, Financial Mathematics
  • RGTU University
    B.E, Information Technology
  • Mahatma Gandhi
    High School Certificate; H.S.S; Secondary School Certificate; H.S.S
  • Central Depository Services
  • Mandsaur Institute of Technology
    Bachelor of Engineering, Information Technology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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