Jason John Sum has a total of five work experiences. Jason John started their career in 2006 as an Investment Support Officer (Wealth Management) at Standard Chartered Bank, where they were responsible for marketing of Mutual Funds, Direct Equities, Life Insurance, General Insurance and Market Linked Structured Products, maintaining Investment portfolios of all High Net worth individuals / non Individuals, and keeping daily track of stock movements trading on both NSE/BSE/Dow Jones/ FTSE. In 2007, they moved to UNILUX INVESTMENT ADVISORY as a Wealth Manager, where they were responsible for overseeing the Sub Agent network, keeping records of business generated and commissions paid, and directly recruiting candidates for various roles in the organization. In 2010, they returned to Standard Chartered Bank as a Personal Financial Manager, performing the same duties as their previous role. In 2011, they joined Al Ansari Exchange as an Assistant Manager - Administration, Operations, Business Analyst - Operations, and Administration Officer. Lastly, in 2022, they joined Mihuru as Vice President - CEO's Office.
Jason John Sum obtained a Bachelor's Degree in Business/Commerce, General from St. Xavier's College (Autonomous), Kolkata between 2001 and 2004. Jason John also holds several certifications, including Microsoft Business Intelligence- Creating Interactive Dashboard Using Excel from EXECUTRAIN (2015), Microsoft Excel 2010 Advanced from EXECUTRAIN (2015), Microsoft Excel 2010 for HR, Finance & Sales from EXECUTRAIN (2015), Microsoft Excel Macros: The Programming Way from EXECUTRAIN (2015), Microsoft Excel 2010 Beyond Basics from EXECUTRAIN (2015), AMFI Certified Professional from the Association Of Mutual Funds In India, and IRDA Certified Professional from the Insurance Regulatory and Development Authority.
Sign up to view 2 direct reports
Get started