HIMANSHU JAIN
Jaipur
Summary
Senior manager with proven expertise in managing financial and investment strategies for high net worth clients. Achieved substantial revenue growth through data-driven recommendations and successfully acquired over 300 ultra-high-net-worth clients. Specializes in optimizing client portfolios and delivering customized wealth solutions. Demonstrates strong capabilities in operational planning and resolving service challenges, consistently exceeding performance expectations.
Overview
12
12
years of professional experience
Work History
Senior Manager
Kotak Securities Ltd
Jaipur
10.2021 - Current
- Managing financial and investment needs of high net worth and NRI clientele
- Generating revenue through research-based recommendations
- Handling sales of Wealth products like Equity, Mutual Fund, Bonds, Insurance, etc.
- Higest kra Achievement In all India
- Handling 2000Crore Equity Aum
- Acquire 300 plus new uhni clients for Jaipur PCG
Deputy Manager
Aditya Birla Group
Jaipur
01.2019 - 08.2020
- Handled sales of Wealth products like Equity, Mutual Fund, Bonds, Insurance, Loans, etc
- Recognized for excellent performance in the last 2 Quarters of 2019.
Deputy Manager
Kotak Securities Ltd
Jaipur
05.2016 - 01.2019
- Provided investment advice and recommendations to clients
- Monitored BSE & NSE performance and guided clients accordingly.
Relationship Manager
Karvy Stock Broking Ltd
Indore
04.2014 - 05.2016
- Coordinated Guna branch as branch coordinator
- Managed day-to-day administration of the customer's portfolio.
Education
Certificate of Higher Education - Investment banking
Indian institute of management
Indore, MP01-2023
PGDM - Marketing & Finance
Ajay Kumar Garg Institute of Management
01-2013
SAP Course from -
ITSL, Ajay Kumar Garg Institute of Management
01-2012
NISM Certification in Cash, Derivatives, and Currency. - Equity
Nism
01-2010
Skills
- Technical skills
- Proficient in MS Office
- Revenue generation
- Client acquisition
- Sales strategy
- Team leadership
- DCF and enterprise valuation
- Financial modeling
- Research analysis
- Financial analysis
- Investment strategy
- Portfolio management
Accomplishments
- Sales and Marketing: Proven track record in driving sales growth, achieving business targets, and increasing sales growth
- Business Development: Expertise in mapping & developing new streams for revenue growth and maintaining relationships with customers
- Customer Relationship Management: Proficient in managing customer-centric operations, resolving client complaints, and ensuring customer satisfaction
- Team Management: Experience in leading, mentoring, and training teams to ensure sales efficiency.
Languages
Affiliations
- Alumni Of Indian Institute of management Indore
Timeline
Senior Manager
Kotak Securities Ltd
10.2021 - Current
Deputy Manager
Aditya Birla Group
01.2019 - 08.2020
Deputy Manager
Kotak Securities Ltd
05.2016 - 01.2019
Relationship Manager
Karvy Stock Broking Ltd
04.2014 - 05.2016
Certificate of Higher Education - Investment banking
Indian institute of management
PGDM - Marketing & Finance
Ajay Kumar Garg Institute of Management
SAP Course from -
ITSL, Ajay Kumar Garg Institute of Management
NISM Certification in Cash, Derivatives, and Currency. - Equity
Nism