ISHAAN JAIN
Wealth Manager
Summary
The goal is to use the fundamentals of Marketing and Sales in the real world while establishing a solid foundation for my professional life. Additionally, I want to maximise emerging possibilities that will boost my individual and collective efficiency.
I am a Driven Professional focused on deepening client relationships by providing superior service and support.
Overview
7
7
years of post-secondary education
7
7
Certifications
1
1
Language
Work History
Treasure Relationship Manager (Analyst)
DBS Bank India Limited
Jaipur
06.2023 - Current
- I Acquire and upgrade quality Treasures clients in the branch location areas
- I Engage with existing customers to deepen the wallet share through retention and growth of Total Relationship Value (TV)
- I Ensure proper implementation & execution of product strategies through effective relationship management
- I Develop clients’ trust and loyalty for the entrenched relationship with DBS through lifestyle and beyond banking propositions
- I Drive and deliver exceptional customer service in the local market and uphold DBS service standards Ensure internal and regulatory compliance through strict adherence to DBS processes.
Education
MBA - Marketing
Christ University
Bangalore 05.2021 - 05.2023
B. Com (Hons) - Economic Administration And Financial Management
Rajasthan University
Jaipur 05.2017 - 05.2020
12th - Commerce
A.V.S Public School
Bijoliya, Rajasthan 05.2016 - 05.2017
10th - PCMBESS
A.V.S Public School
Bijoliya, Rajasthan 05.2015 - 05.2016
Skills
1 Ather Energies Bangalore: Market Size Mapping for Ather Energies in Bengaluru Digital Marketing strategies
Certification
AMFI Certified
Timeline
AMFI Certified
06-2023
IRDA Certified
06-2023
Treasure Relationship Manager (Analyst)
DBS Bank India Limited
06.2023 - Current
Spanish A1, The Instituto Cervantes, New Delhi (Ongoing)
05-2023
MBA - Marketing
Christ University
05.2021 - 05.2023
SEO Certified LinkedIn.
04-2021
Rhetoric: The Art of Persuasive Writing and Public Speaking, HarvardX (Edx)
11-2020
AI for Everyone, Deeplearning.ai (Coursera)
09-2020
Excel Core Foundation, UBCx (Edx)
04-2020
B. Com (Hons) - Economic Administration And Financial Management
Rajasthan University
05.2017 - 05.2020
12th - Commerce
A.V.S Public School
05.2016 - 05.2017
10th - PCMBESS
A.V.S Public School
05.2015 - 05.2016
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