Jobins M Mathew
Trivandrum
Summary
Dynamic wealth management leader with a strong track record in business performance and team management. Enhanced high-net-worth client portfolios, fostering lasting relationships and significantly boosting asset class AUM. Demonstrated expertise in sales channel analytics and cross-functional communication, resulting in notable market share growth and operational excellence across diverse financial institutions. Committed to driving continued success through strategic initiatives and innovative solutions.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Manager - Wealth
Equirus Wealth Pvt Ltd.
10.2024 - Current
- Managed full portfolio for high-net-worth individuals.
- Oversaw client relationships for Federal Bank's Aluva region, focusing on high net worth individuals.
Senior Branch Manager
Nippon India Mutual Fund
12.2022 - 08.2024
- Managed branch with a focus on meeting and exceeding targets.
- Monitored and evaluated branch sales and operational performance for alignment with company standards.
- Increased asset class AUM and market share within the industry.
Branch Manager
ICICI Bank Ltd
05.2022 - 12.2022
- Holding responsibility for overall branch supervision and all branch banking goals. Guaranteed overall branch goals were met through increasing business and cross-sales (assets, liabilities, and cross-sell).
Product Specialist - Wealth & ETRG
ICICI Bank Ltd
08.2021 - 05.2022
- As a Product Specialist, I handle all Wealth and ETRG RMs in the Kerala South Zone for CASA, FD, assets, and fee income through trade, Forex, and investments.
Product Specialist - Wealth & NRI
ICICI Bank Ltd
10.2019 - 08.2021
- As a Product Specialist, I handle all NRI and Wealth RMs in the three regions for fee income, CASA, FD, and assets.
- Understand the client’s risk and return profile, identify investment opportunities, provide suitable solutions, and ensure periodic investment portfolio reviews.
Relationship Manager - All Channels
Axis AMC
11.2015 - 10.2019
- As a Relationship Manager, handling all sales and operations.
- Handling all channels like banks, IFAs, RDs, and NDs for mutual fund mobilization.
Relationship Manager - Banking Channels
ICICI Prudential AMC
07.2012 - 11.2015
- Handling all banking channels, NDs and RDs for Mutual Fund mobilization.
Relationship Officer - Banking and Third Party Products
Dhanlaxmi Bank Ltd
02.2010 - 10.2011
- Identifying and approaching good customers.
- Expanded client base by connecting with HNIs for customized loan options, savings schemes, and investment portfolios.
Sr. FPC
MetLife Insurance Ltd
07.2007 - 04.2009
- Enhanced rapport with portfolio customers of the Axis Bank branch via high-quality customer service.
- Maintaining Customer relationship and reference generation
Education
MBA - Marketing and Finance
Bharathiar University
Coimbatore01.2006
BSC - Information Technology
Manipal University
01.2003
Plus Two -
Govt. Higher Secondary School
Karapuzha, Kottayam, Kerala01.2000
SSLC -
Marthoma Seminary Higher Secondary School
Kottayam, Kerala01.1998
Skills
- Reporting oversight
- Business performance management
- Sales channel analytics
- Human resources management
- Cross-functional communication
- Team Management
Certification
Mutual Fund Distributors Certification Examination, NISM
Hobbies and Interests
Travelling
Disclaimer
I hereby declare that the above-furnished details are true to my knowledge & I also assure that I will be efficient in my service if I am given this job.
Languages
- English
- Malayalam
- Tamil
References
- Mr. Robins Joy, Sr. Regional Head - Andra, Telungana & Kerala, Nippon India Mutual Fund, 9388770778
- Mr. Dinesh Nair, Director - Equirus Wealth Pvt Ltd., 9961205007
Personal Information
- Date of Birth: 04/30/83
- Gender: Male
Timeline
Senior Manager - Wealth
Equirus Wealth Pvt Ltd.
10.2024 - Current
Senior Branch Manager
Nippon India Mutual Fund
12.2022 - 08.2024
Branch Manager
ICICI Bank Ltd
05.2022 - 12.2022
Product Specialist - Wealth & ETRG
ICICI Bank Ltd
08.2021 - 05.2022
Product Specialist - Wealth & NRI
ICICI Bank Ltd
10.2019 - 08.2021
Relationship Manager - All Channels
Axis AMC
11.2015 - 10.2019
Relationship Manager - Banking Channels
ICICI Prudential AMC
07.2012 - 11.2015
Relationship Officer - Banking and Third Party Products
Dhanlaxmi Bank Ltd
02.2010 - 10.2011
Sr. FPC
MetLife Insurance Ltd
07.2007 - 04.2009
MBA - Marketing and Finance
Bharathiar University
BSC - Information Technology
Manipal University
Plus Two -
Govt. Higher Secondary School
SSLC -
Marthoma Seminary Higher Secondary School
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