ARYAN JAIN
Jaipur
Summary
Results-driven Finance & Wealth Management professional with over 2 years of experience advising high-net-worth and institutional clients. BCA and MBA (Finance) provide a strong foundation in analytical skills and relationship management. NISM certified, specializing in AUM growth and comprehensive investment advisory.
Overview
5
5
years of professional experience
Work History
Deputy Manager
Anand Rathi Share & Stock Brokers Ltd.
Jaipur
01.2026 - Current
- Managing 15+ HNI client portfolios with a combined AUM of ₹2 Cr+, delivering personalized advisory across equity, derivatives, and MF asset classes with consistent portfolio growth.
- Conducted equity, derivatives, and macro research to produce actionable investment recommendations tailored to individual client risk profiles and financial goals.
- Executed ₹50 Lac+ in unlisted securities sales through targeted client outreach and opportunity identification, ensuring seamless transaction execution.
Wealth Manager
Analah Capital Private Limited
Jaipur
01.2025 - 02.2026
- Generated ₹75 Lac+ in revenue through client acquisition, cross-selling, and repeat investments across HNI and institutional mandates, enhancing firm profitability.
- Drove ₹70 Cr+ in total AUM across unlisted equity, pre-IPO, mutual funds, and insurance segments - contributing significantly to firm-level AUM growth within 13 months.
- Analyzed 80+ unlisted and pre-IPO companies to identify high-growth early-stage opportunities and onboarded HNI clients, CAs, financial brokers, and independent advisors throughout full relationship lifecycle.
- Delivered holistic financial planning - MF, SIP structuring, insurance advisory, and policy issuance - achieving zero settlement errors across all client mandates.
Intern - Financial Products Distribution & Sales
Nine Star Broking
Jaipur
07.2024 - 08.2024
- Developed a strategy to generate qualified leads using outbound calling and field surveys, while promoting MF and insurance products to retail investors and facilitating client onboarding.
- Conducted market research to support investment strategies and client recommendations.
- Assisted in preparing financial reports and presentations for client meetings.
- Collaborated with team members to enhance operational efficiency in trading processes.
Intern - Software Developer
Ezulix Software Pvt. Ltd.
Jaipur
01.2022 - 07.2022
- Developed software solutions using Java and Python for client projects.
- Developed School Management System, streamlining attendance, grade management, and student records.
- Collaborated with team members to troubleshoot and debug applications efficiently.
- Participated in code reviews to ensure quality and adherence to best practices.
Education
MBA - Finance & Operations Management
JECRC University
Jaipur01-2025
BCA - Computer Applications
JECRC University
Jaipur01-2025
Skills
- Wealth management
- Portfolio management
- Client relationship management
- Financial planning
- Investment strategy development
- Client acquisition strategy
- Mutual funds and SIPs
- Pre-IPO and unlisted securities
- Risk management strategies
- Transaction oversight
- Market and sector analysis
- Financial modeling with Excel
Projects
- Blockchain Charity Platform, 2022, Built a decentralized charity donation platform on Ethereum blockchain enabling transparent, trustless fund transfers via smart contracts - ensuring 100% traceability of donations with no intermediaries.
- Airline Reservation System, 2021, Developed a full-stack airline ticketing system enabling flight search, price comparison, and end-to-end reservation - built using C++/MySQL with front-end integration.
Certifications Recognition
- SEBI Investor Certification - NISM, 09/01/24
- Blockchain Basics, 10/01/21
- OOPS Through C++, 09/01/22
- C Programming, 05/01/22
- West Zone Cricket Tournament - Winner, 01/01/18
- State Level (Rajasthan) Athletics - 1st Runner-Up, 01/01/18
Volunteer Experience
- Organized & managed 'Financial Fortitude Quiz Competition' at university level
- Volunteered at animal welfare events, Old Age Home visits & COVID-19 vaccination camps
Timeline
Deputy Manager
Anand Rathi Share & Stock Brokers Ltd.
01.2026 - Current
Wealth Manager
Analah Capital Private Limited
01.2025 - 02.2026
Intern - Financial Products Distribution & Sales
Nine Star Broking
07.2024 - 08.2024
Intern - Software Developer
Ezulix Software Pvt. Ltd.
01.2022 - 07.2022
MBA - Finance & Operations Management
JECRC University
BCA - Computer Applications
JECRC University