Karan Jani

• Developed lasting relationships with high-net-worth clients ensuring their financial needs were met and expectations exceeded.
• Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice with creating and managing 15 Cr plus Aum.
• Conducted in-depth client needs analysis and market research to recommend financial products, similar to customer segmentation and persona building in product marketing.
• Translated complex financial products into simple, benefit-driven pitches – aligning with marketing messaging and product positioning strategies
• Tracked portfolio performance and client metrics, comparable to campaign or product adoption analytics.

Conducted in-depth market research and competitive analysis to identify trends, customer needs, and emerging opportunities. Presenting strategic reports and insights to senior leadership to guide future planning and execution.

• Monitored competitor activity, pricing strategies, and market share to support strategic decision-making.
• Designed surveys, focus groups, and feedback tools to collect qualitative and quantitative data.

• Researched and identified potential property leads through market analysis and local outreach – aligned with lead generation and audience research skills.
• Engaged with clients to understand needs, presented property solutions, and assisted in negotiation – building communication and consultative selling experience.
• Created engaging content for digital listings, social media campaigns, and brochures to boost visibility and inquiries.
• Helped organize property events and promotions to generate interest and drive site visits.

• Participated in brainstorming sessions, contributing fresh ideas that led to innovative marketing initiatives.
• Assisted in the planning and execution of successful product launch events.
• Researched competitor trends and interpreted findings to report conclusions to supervisors.