Profile Summary

Finance-focused.Field-tested.

I am building a career where financial knowledge, clear communication and disciplined execution come together.

Sujal Awasthi in professional attire

01 · Profile

Learning through execution.

I am a PGDM Finance candidate at Jaipuria Institute of Management, Lucknow, with practical exposure to mutual-fund distribution, distributor onboarding, investor acquisition, relationship management and market research.

My experience at Groww AMC helped me understand how financial products are distributed through MFDs, IFAs and brokers. During my field-immersion programme at Allworth Finserv, I converted investor interest into measurable account-acquisition outcomes.

Alongside finance, I developed and validated VenueWale, an all-event venue-booking platform concept, and conducted rural research in Haliyapur village to study education and livelihood challenges.

02 · Focus

Where I create value.

My work sits at the intersection of financial products, human relationships, research and execution.

01

Financial distribution

Understanding distributor ecosystems, onboarding flows and the communication required to move a financial product from platform to participant.

02

Relationship management

Listening carefully, addressing concerns, following up consistently and building confidence through clarity.

03

Investor acquisition

Turning field conversations into measurable onboarding outcomes while keeping the customer journey understandable.

04

Business research

Using primary surveys, stakeholder conversations and structured analysis to understand market and community problems.

05

Entrepreneurship

Moving from a problem statement to validation, business modelling, presentation and an interactive prototype.

06

Professional communication

Presenting ideas, handling questions and documenting progress with discipline across academic and business settings.

03 · Next

See how this approach translates into measurable work.

Explore the internships and field programmes that shaped my practical understanding.

View experience