Finance Professional

Jatin
Shah

A passionate finance professional and digital entrepreneur. MBA in Finance from MIT World Peace University — bringing expertise in investment advisory, banking, and now building SSB Media Hub, a full-service digital marketing agency.

Jatin Shah
Jatin Shah
Finance Professional
jatinshah2526@gmail.com +91-6263048211 LinkedIn Burhanpur, MP

About Me

I am a passionate finance professional and entrepreneur with strong problem-solving, communication, and leadership skills. I thrive at the intersection of finance and business growth — from managing HNW investment portfolios to building a digital marketing agency from the ground up.

As Founder of SSB Media Hub, I lead a team delivering end-to-end digital marketing solutions — social media management, Meta & Google Ads, video production, and creative UGC content. I combine financial acumen with an entrepreneurial mindset to create measurable value for clients and businesses.

My academic foundation — an MBA in Finance from MIT World Peace University, Pune — combined with hands-on experience across banking, data research, and financial analysis gives me a well-rounded perspective on the financial services industry.

4+
Years of Professional Experience
MBA
Finance, MIT WPU Pune
SSB
Founder · Digital Agency
5+
Certifications Earned

Work Experience

Founder Jul 2026 – Present
Founder & Director
SSB Media Hub
  • Founded a full-service digital marketing agency providing end-to-end brand growth solutions
  • Leading Social Media Management across platforms — strategy, content calendars, and community engagement
  • Running performance-driven Meta Ads and Google Ads campaigns for clients across industries
  • Overseeing Video Production & Editing — from concept to delivery, including creative and UGC videos
  • Building creative ad concepts that convert — static, carousel, reels, and short-form UGC content
Nov 2025 – Jul 2026 · Pune, India
Preferred Relationship Manager
HDFC Bank Ltd.
  • Managed HNW client relationships with personalized financial planning and investment advisory
  • Advised clients on Mutual Funds, Insurance, and Banking products
  • Grew portfolios through cross-selling, upselling, and need-based solutions
  • Ensured high customer satisfaction and long-term client retention
May 2025 – Jul 2025 · Pune, India
Retail Branch Banking Trainee
HDFC Bank Ltd.
  • Trained in retail banking operations, customer service, and compliance
  • Assisted in account opening, transactions, and branch operations
  • Gained practical exposure to banking products and customer handling
Jun 2024 – Jul 2024 · Ghaziabad
Finance Intern
Deal Squad
  • Developed and maintained financial systems for business operations
  • Planned, directed, and controlled accounting and financial operations
  • Conducted research and prepared reports on company operations
Sep 2021 – Jan 2022 · Burhanpur, MP
Junior Data Researcher
BizProspex Company
  • Played a key role in sourcing accurate client data as per specific requirements
  • Performed data entry, quality checks, and analysis to support business decisions

Skills

Finance & Banking
Financial Planning Investment Advisory Mutual Funds Risk Management Taxation SAP FICO Corporate Finance
Technical Tools
Advanced MS Excel MS Office Suite Tally Prime ChatGPT / AI Tools Data Analysis Data Entry
Soft Skills
Problem Solving Customer Service CRM Time Management Leadership Communication Team Collaboration

Certifications

SAP FICO (S/4 HANA)
Enterprise Financial Accounting & Controlling
Microsoft Excel (Animation + ChatGPT)
Advanced Excel with AI Integration
Corporate Finance
2024
Risk Management of Investments
2023
Tally Prime
2019 · Accounting & GST

Education

Master of Business Administration — Finance
MIT World Peace University, Pune
2023 – 2025 · Banking & Financial Services
Bachelor of Commerce (Computer) — Taxation
Seva Sadan Mahavidyalaya, Daav University
2020 – 2023
Higher Secondary Certificate (12th)
New Vision High School
2017 – 2020
Secondary School Certificate (10th)
St. Theresa Hr. Sec. School
2005 – 2017

Achievements

🏋️
Deadlift Competition — 3rd Place, 2022
🎯
Carrom Tournament — Silver Medal, 2017
🙏
Divine Charitable Trust — Bronze Medal, 2015
🔢
Mathematics Olympiad — 6th Rank, 2012

Get in Touch

Open to new opportunities, collaborations, and conversations about finance and investment. Feel free to reach out through any of the channels below.