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How to Shift from Marketing to Finance

Respected Sir,

I am a B.com Graduate (Calcutta University and an MBA [Marketing + Finance] from EIILM Kolkata in 2010. After completing my MBA I have been working with a Pharmaceutical company as a sales executive for the past 11 months. But I would like to work in Finance industry (mainly as Financial analyst, portfolio management, etc). I want to shift from marketing to finance. Is it possible to do it? I am also planning to do ICWAI to enhance my skills in Finance.

Please suggest me the correct path to go for it and how to shift from marketing to finance. I am waiting for your reply.

Thanking you in an anticipation.

Avijit Mahajan from India 

You can easily shift from marketing to finance industry. No problem, but before shifting from marketing to finance, please rethink because this is not the matter of your like and dislike. One day, you would like to marketing and other day you would like to finance. This is not good. This is just waste of your worthy time, energy and talent. I will not guide you to shift from marketing to finance. If you think, "To sell is most difficult." What will people say?" I am salesman after MBA. What will people be think about me. I remembered, I also learned marketing.

My marketing teacher said to me, " If you want to get success in marketing, you have to get two skills, it is sure, you will be in top in next one year."

1st # As sales man, you should find 1000 qualities in your products. More quality, you will find in your product, you will find more customers. It will also increase the value of your product. Be confident. Search more and more quality of your product. Make its list. Remember it and then go to marketing. Tell this list to each of your potential customer.

2nd # Never feel shy. Marketing is your profession like finance profession. No profession is inferior. Never feel shy to talk. Your personal talk with customer is 100 times more powerful than 100 Crores advertising.  If you do not know good communication, Local and international language. Create interest to learn. More people, you talk in their language without shy, you will find more, targeted and good customers.

If  you are not suffering above problems and it may be possible that you may choose marketing by mistake.

It is general saying, " A man is Statue of mistakes."

Now, you did not delay of shifting. Join any mutual fund, insurance company, hedge fund, bank, finance company, financial educational organisation or accounting firm from bottom line. Do Firm determination that I will learn accounting and finance daily because more you will learn it, more you will perfect in it. That is simple rule in finance and accounting area.

Time is very limited. Never waste time, just for planning. You should do everything from today what you can do for becoming perfect in your new area. My best wishes are always with you.


Because you asked this question as student and it is also my order as teacher,  "Never see back after shifting from marketing to finance because eerie sees back after taking forward step and I do not want to make eerie to my student."

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Accounting Education: How to Shift from Marketing to Finance
How to Shift from Marketing to Finance
Accounting Education
https://www.svtuition.org/2011/09/how-to-shift-from-marketing-to-finance.html
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