Aman Jain

• Authored detailed research reports on the FMCG sector, analyzing key market trends and providing actionable investment insights.
• Developed financial models and conducted equity research to support investment recommendations.
• Delivered strategic recommendations for short- and long-term investments based on financial valuation techniques and market indicators.

• Improved customer satisfaction by addressing and resolving complaints promptly.
• Managed relationships with Mutual Fund Distributors (MFDs) in South Mumbai, effectively communicating fund performance and fund manager perspectives.
• Contributed significantly to the NFO campaign, generating ₹12.5 crore of the ₹250 crore allocated to the MFD channel.
• Assisted distributors in client presentations and fund selection strategies, boosting engagement and portfolio growth.

• Effectively communicated complex financial concepts to clients with varying levels of knowledge/experience in an easy-to-understand manner.
• Increased client referrals by delivering outstanding service that consistently exceeded expectations.
• Converted community contacts into potential clients through networking, consistency and credibility.
• Contributed to the growth of the business by identifying new opportunities and potential clients through market research.
• Built a ₹47 crore book from scratch by fostering direct client relationships and collaborating with bank branches.
• Conducted multiple roadshows to promote mutual fund awareness and enhance client engagement.
• Provided product training to staff at three ICICI Bank branches, becoming a trusted mutual fund specialist.
• Achievements:

1. Awarded two trophies for Best SIP Seller by the National Head.
2. Won the Freedom SIP Contest at the domestic level.

• Delivered multi-channel support across 13 business lines, including mutual funds, loans, and insurance products.
• Advised clients on financial products, identifying opportunities for lead generation while addressing complex queries.
• Consistently achieved high Net Promoter Score (NPS) ratings, earning recognition for outstanding performance.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.