Chirag Jain
Mutual Fund Distribution Strategist | B2B Sales & Advisory Leader
Mumbai
Summary
Dynamic and performance-driven investment professional with 10 years of progressive experience in mutual fund distribution, B2B sales, and financial advisory. Demonstrated success in driving AUM growth, nurturing high-value client and distributor relationships. Adept at aligning market insights with business goals, leading teams, and delivering strategic growth in competitive environments.
Currently into MFD channel sales at Edelweiss AMC, acting as the SPOC for a high-performing region. Known for combining execution excellence with relationship depth, and a vision to lead high-impact financial initiatives. Ready to contribute at a leadership level with a strong foundation in trust-building, sales innovation, and client-centric wealth strategies.
Overview
9
9
years of professional experience
2018
2018
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Senior Relationship Manager
Edelweiss Asset Management Company
09.2023 - Current
- Managing B2B sales through the Mutual Fund Distributor (MFD) channel.
- SPOC for the Borivali Branch, overseeing key client relationships and business development.
- Developing and maintaining strong relationships with distributors and channel partners.
- Providing training and product knowledge sessions to enhance distributor sales effectiveness.
- Driving market penetration and achieving business targets through strategic sales planning.
Team Leader, Sales
ICICI Prudential Asset Management Company
11.2021 - 08.2023
- Led and supervised a team to achieve sales targets in the mutual fund segment.
- Implemented team motivation strategies, loyalty incentives, and performance monitoring.
- Organized and led sales training sessions to improve product understanding.
Deputy Manager
ICICI Prudential Asset Management Company
04.2020 - 10.2021
- Built and maintained long-term relationships with clients and distributors.
- Provided expert financial consultation to maximize investment returns.
- Sourced and developed new business from internal and external networks.
Assistant Manager
ICICI Prudential Asset Management Company
12.2018 - 03.2020
- Built and maintained long-term relationships with clients and distributors.
- Provided expert financial consultation to maximize investment returns.
- Sourced and developed new business from internal and external networks.
Para Planner
Plan Ahead Wealth Advisors
05.2016 - 11.2018
- Assisted in financial planning for High Net Worth Clients.
- Conducted market research and provided investment strategy recommendations.
- Developed tailored financial plans to help clients achieve financial goals.
Education
MBA - Financial Planning
International College of Financial Planning
Bachelor of Management Studies - Finance
P.D. Lions College of Commerce and Arts
Skills
- B2B Sales
- MFD Channel Management
- Client Relationship Management
- Mutual Fund Distribution
- Investment Advisory
- Sales Growth
- Business Development
- Financial Planning
- Investment Analysis
- Team Leadership
- KPI Management
- Market Research
Certification
NISM V-A (Mutual Fund Distribution)
Timeline
Senior Relationship Manager
Edelweiss Asset Management Company
09.2023 - Current
Team Leader, Sales
ICICI Prudential Asset Management Company
11.2021 - 08.2023
Deputy Manager
ICICI Prudential Asset Management Company
04.2020 - 10.2021
Assistant Manager
ICICI Prudential Asset Management Company
12.2018 - 03.2020
Para Planner
Plan Ahead Wealth Advisors
05.2016 - 11.2018
Bachelor of Management Studies - Finance
P.D. Lions College of Commerce and Arts
MBA - Financial Planning
International College of Financial Planning
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