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
2 Workstudio Coworking Bangalore: Learned about Promotional Strategies Product Launches Marketing Reach Plans Lead Generation
310 Summer Internship Project -Worked on the Advertisement Strategies and Market Research for Sustainable Business Growth of HDFC Life
4 Social Concern Project: Food distribution programs at Nimhans Hospital through Aahwahan Foundation Medical awareness programs for the underprivileged Distribution of masks to front-line workers during COVID
5 Symbiotec Pharmalab, Indore: Organisational Structure Training (OST) Knowledge of MS Office 365, SPSS, Canva Pro Qualitative Research Tools - Sentimental Analysis and Word Cloud
6 Strategy Skills: Data Analysis and Analytics Digital Advertising Applications of 4P’s (Product, Price, Place, Promotion) STP Analysis (Segmentation, Targeting, Positioning)
7 Entrepreneurial Skills: Leadership Adaptability Networking Innovation
8 Leadership Skills: Marketing Club President Orchestrated impactful marketing events, workshops, and seminars to elevate members' skills Facilitated networking between marketing students and industry professionals for valuable connections Maintained transparent communication through meetings, emails, and social media Fostered collaboration with other clubs for interdisciplinary events, enriching the learning experience Provided hands-on skill development through projects, case competitions, and campaigns Offered career support with resources and guidance for marketing internships and job opportunities Implemented strategies for Marketing Club growth, expanding membership and influence on campus
9 Interests: Investing Basketball Music Podcasts
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