NAMAN JAIN
Pune
Summary
Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Manager
Anand Rathi Share and Stock Brokers Limited
Kota
2021.11 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Highlighted values and educated clients on Mutual Funds, Structure Products and PMS financial products.
- Just in the 1st quarter, I achieved my one year target
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Managed and updated over 20+ client portfolios weekly.
Assistant Manager
Anand Rathi Wealth Services Limited
Mumbai
2019.08 - 2021.08
- Analyze client portfolio & communicate key findings to Vice President.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Within just 3 months of joining, I have been able to generate 30 meetings with HNI client.
- Managed a portfolio of 100 crores across 30 high-net-worth individuals
Consultant
Deloitte Haskins & Sells LLP
Mumbai
2018.07 - 2019.07
- Measure the risk of the company's day to day operations and suggesting ways to mitigate the same.
- Worked on the physical verification for banks.
- Enhance internal controls, execute business plans and meet the governance responsibilities.
Education
MBA - Finance
Balaji Institute of International Business
Pune04.2018
M.Com - Finance
Savitribai Phule Pune University
Pune 04.2018
Bachelor of Commerce (Hon's) - Banking And Finance
Symbiosis College Of Arts And Commerce
Pune04.2016
Skills
- Wealth Creation
- Wealth Management
- Customer Relationship Management
- Client Acquisition
- Financial Analysis
- Financial Goal Planning
- Portfolio Management
- Investment Opportunity Identification
- Revenue Growth
Accomplishments
- My MBA program also includes a 2-month internship with Deloitte. As a result of the internship, I got a PPO (Pre-Placement Offer) from Deloitte.
Certification
• NISM Series VA Certified.
Timeline
Manager
Anand Rathi Share and Stock Brokers Limited
2021.11 - Current
Assistant Manager
Anand Rathi Wealth Services Limited
2019.08 - 2021.08
Consultant
Deloitte Haskins & Sells LLP
2018.07 - 2019.07
MBA - Finance
Balaji Institute of International Business
M.Com - Finance
Savitribai Phule Pune University
Bachelor of Commerce (Hon's) - Banking And Finance
Symbiosis College Of Arts And Commerce
• NISM Series VA Certified.
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