Harshit Jain

• Researched sales opportunities and possible leads to exceed sales goals and increase profits.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
• Established and maintained positive relationships with distributors to determine product awareness and knowledge.

• In Retail Channel handling around 80 branches of Retail Banks like HDFC Bank, AU Small Finance Bank, IDBI Bank, Bandhan Bank, Axis Bank, Bank of Baroda, Saraswat Co-operative Bank and some other banks as well.
• Also handling NDs like Bajaj Capital, HDFC Securities, etc., around 50 IFAs and Direct Clients
• Handling Private Wealth counter of HDFC BANK PBG
• Responsible for increasing AUM, Net Sales and Gross Sales for the company through Mutual Fund
• Communicate knowledge and educate distributors through effective product presentations
• Gained Knowledge about Mutual Funds Industry and Securities Market by constantly attending many webinars and training events conducted by the company
• Drove retailer engagement, improved retailer satisfaction and earned retailer advocacy through good communication and relationship management
• Provided routine service requests for financial and non-financial transactions to distributors while engaging with them for better share in the market
• Collaborated directly with the clients to maintain relationships and provide them thorough guidance and support
• Also conducted many training and awareness sessions representing the company in front of large audience of various ages
• Represented the company at various events (most recent is IITF'22) in front of a good audience
• Apart from sales, also have knowledge of company's operations and processes for different situations
• Worked on excel to keep up the data, analyze it and present it whenever required.

• Practiced as an Accounts Trainee responsible for everyday posting of transactions and reconciling the accounts at the end of the day
• Learnt about their procedures and methods by closely monitoring the trainer and shadowing the senior team members
• Maintained high levels of efficiency during the period by taking detailed notes and asking relevant questions
• Also responsible for reconciling the BRS and Tax accounts to maintain accurate and compliant financial records for analysis.

• Trainee responsible for reviewing client's journal, ledger entries and reconciling their accounts for further analysis
• Learnt practical application of Accounting Principles and Standards and general business data to evaluate financial data and transactions
• Also checked their balance sheets and balanced other books for final submission and approval
• Interacted with clients for their books of accounts and other documents or information necessary for evaluation and analysis of their books.

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