Jaymeen Thakkar

Sales & Servicing 150+ retail and HNI clients through products like Mutual Funds, PMS, AIF, Structured Products and Fixed Income.

Acquisition of new clients through following events

-Thane district Medical Practitioners Association Thane

-Indian Dental Association Thane

-Coupa Software - Pune

- India Story Presentation at INSEAD Singapore in front of ISB and INSEAD Alumni.

Key Achievements

-Acquired AUA of 120 crores

-Sales Worth Rs 8 crore in Fixed Income, Structured Products

• Handling Investor Relations Functions for - Exxaro Tiles, PTC India, PTC India Financial Services & Al-Dawaa - (Pharmaceutical Retailer in Saudi Arabia)
• Drafting Investor Presentations, Press Releases, Analyzing Shareholder Activity, Ownership Analysis.
• Outreach for Sell Side and Buy Side Analysts.
• Organizing Quarterly Conference Conference Calls, Non Deal Road Shows
• Organizing Individual Meetings with Retail and HNI Investors

• Sales of Mutual Funds, PMS, Pre-Ipo & Unlisted Shares to Retail and UHNI Clients.
• Generated sales worth INR 4 crores.

• Developed Client AUM worth INR 2.5 Crore in Derivatives Segment catering to 15 retail clients.
• On a break due to health situation in the family

• Drafting Axis Bank's Quarterly Investor Presentation, Annual Reports and Press Releases.
• Maintaining sell side coverage projections for Axis Bank and its peers.
• Organizing roadshows and Analyst Meetings.
• Tracking share-price of axis banks viz a viz peers.
• Responding to sell side analyst queries.

• Part of firms core IPO team drafting Investor Presentations, Press Releases, International Road Shows Pitch Decks, Annual Report.
• Analyzing the Shareholder activity of the firm, Managing Analyst Outreach
• Also handled the Portfolio Management Services department Responsible for servicing Family offices, Institutional and Retail UHNI clients of the firm
• Responsible for Sales and Servicing Clients, Distributors and Banking Channels. (Sales worth INR 5 crores generated in PMS)