Summary
Overview
Work History
Education
Skills
References
Training
Disclaimer
Personal Profile
Certification
Timeline
Generic

JITHIN P JOSE

Associate Regional Head
Aluva

Summary

Dynamic professional seeking challenging opportunities that align with organizational growth and foster mutual success. Committed to leveraging skills and expertise to drive impactful results while contributing to career aspirations. Eager to collaborate with innovative teams and tackle complex challenges that enhance both personal and organizational development. Passionate about continuous improvement and dedicated to making a meaningful impact in every endeavor.

Overview

15
15
years of professional experience
1
1
Certification
4
4
Languages

Work History

Associate Regional Head

Nippon Life India Asset Management Ltd.
01.2016 - Current
  • Distribution of Nippon India Mutual Fund and AIF/PMS /GIFT across kerala.


  • Mentored junior team members, fostering professional development and career growth opportunities within the organization.
  • Conducted regular performance reviews, providing constructive feedback to drive continuous improvement among team members.
  • Aligned regional goals with overall corporate strategy, effectively communicating objectives to all levels of staff within the region.
  • Monitored competitor activity closely, adjusting strategies as needed to maintain a strong competitive advantage in the marketplace.
  • Created a collaborative work environment by promoting open communication and cross-functional teamwork.
  • Expanded market presence in key territories through targeted outreach efforts and strategic partnerships with local businesses.
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Handling 600 plus business points/counters across Corporates, Banks, ND’s and MFD’s
  • Managing 2000cr AUM under direct HNI and Corporate client base
  • In FY 2019-20 Kochi cluster became one of the two cluster with positive Market share Pan India.
  • Last FY 24-25 Kerala became the best region in terms of market share growth .
  • Able to increase 4% in overall Market share during this period
  • Promoted 5 times in last 9 Years

Branch Head

Kotak Mahindra Asset Management Co. Ltd.
12.2013 - 01.2016
  • Distribution of Kotak Mutual Funds and PMS across Trichur /Palakkad
  • Had 200 plus business points/counters across Trichur /Palakkad including Corporates ,Banks, ND’s and MFD’s
  • Awarded best performed branch pan India in FY 2014-15

Relationship Manager

BNP Paribas Asset Management India Pvt Ltd.
05.2012 - 12.2013
  • Distribution of BNP Paribas Mutual Funds and PMS across Kerala
  • Based out of Kochi and managed other locations like Kottayam, Thrissur, Palakkad, Trivandrum, Kollam and Kozhikode
  • Conducted training programs in different parts of kerala
  • Handled 300 plus business points/counters across Kerala including Corporates , Banks, ND’s and MFD’s

Relationship Manager

L&T Investment Management Ltd.
11.2010 - 05.2012
  • Distribution of L&T Mutual Fund and PMS across Kochi
  • Managed sales through Bank’s, ND,s and MFD channels

Education

MBA - Finance, Marketing

FISAT Business School
Angamaly
01.2010

B.com - Taxation

Bharata Mata College
01.2008

Plus Two - Commerce

JHSSE Thandakkadu Perumbavoor
01.2005

10th - undefined

Vidyadhiraja Vidyabhavan Aluva
01.2003

Skills

  • Market trend analysis
  • Territory-focused advisor engagement for enhanced market reach
  • Training for business objectives

References

Robinice, Joy, 9388770778, Nippon Indian Mutual Fund, AP/Telangana

Training

  • Conducted two month project on NPA management in Federal Bank, Head Office, Aluva.
  • Conducted one month organization study in Sony India Private Ltd., Kochi.

Disclaimer

I assure that the above-mentioned facts are true to the best of my knowledge and I will work up to your satisfaction if selected.

Personal Profile

  • Native: Aluva, Ernakulam District, Kerala Date of Birth: 1986-12-23 Age: 33 Yrs
  • Sex: Male Marital Status: Married
  • Wife Name: Anu Jithin (Optometrist, working as PRO at private hospital, Aluva)
  • Daughter Name: Izabella Anna Jithin; Esther Mariem Jithin
  • Father’s Name: P.T. Jose (Retired from central Govt Service)
  • Mother’s Name: P A Annakutty (Retired HM ,Govt Service)
  • Nationality: Indian Religion: Christian Caste: Roman Catholic

Certification

Chartered Wealth Manager® (CWM®)

Timeline

Associate Regional Head

Nippon Life India Asset Management Ltd.
01.2016 - Current

Branch Head

Kotak Mahindra Asset Management Co. Ltd.
12.2013 - 01.2016

Relationship Manager

BNP Paribas Asset Management India Pvt Ltd.
05.2012 - 12.2013

Relationship Manager

L&T Investment Management Ltd.
11.2010 - 05.2012

B.com - Taxation

Bharata Mata College

Plus Two - Commerce

JHSSE Thandakkadu Perumbavoor

10th - undefined

Vidyadhiraja Vidyabhavan Aluva

MBA - Finance, Marketing

FISAT Business School
JITHIN P JOSEAssociate Regional Head